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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
Edgewood Management
Edgewood Management
Connecticut
$967M +$325M 2 3.23% Increased
227
DnB Asset Management
DnB Asset Management
Norway
$966M -$16.9M 27 10.86% Reduced
228
Nomura Asset Management
Nomura Asset Management
Japan
$953M +$91.1M 34 9.24% Increased
229
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$951M -$11.6M 27 7.98% Reduced
230
SCM
Steadfast Capital Management
New York
$950M -$135M 4 13.48% Reduced
231
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$938M -$55.5M 40 14.45% Reduced
232
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$923M +$96.3M 29 4.1% Increased
233
KBC Group
KBC Group
Belgium
$912M -$88.2M 45 6.89% Reduced
234
GQG Partners
GQG Partners
Florida
$897M +$229M 5 14.6% Increased
235
Frontier Capital Management
Frontier Capital Management
Massachusetts
$889M +$190M 21 5.73% Increased
236
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$889M -$92.5M 3 8.26% Reduced
237
KeyBank National Association
KeyBank National Association
Ohio
$887M -$7.41M 38 4.93% Reduced
238
DFO
Duquesne Family Office
New York
$878M +$42.9M 9 41.71% Increased
239
Royal London Asset Management
Royal London Asset Management
United Kingdom
$877M -$19.8M 26 8.97% Reduced
240
Martingale Asset Management
Martingale Asset Management
Massachusetts
$869M +$69.9M 35 10.16% Increased
241
Natixis Advisors
Natixis Advisors
Massachusetts
$850M +$56.1M 39 7.49% Increased
242
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$831M +$52.5M 57 3.76% Increased
243
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$824M +$16.7M 35 6.03% Increased
244
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$819M +$230M 61 0.27% Increased
245
BCM
Bares Capital Management
Texas
$816M +$113M 7 22.86% Increased
246
Wasatch Advisors
Wasatch Advisors
Utah
$811M -$53.9M 19 9.26% Reduced
247
Congress Asset Management
Congress Asset Management
Massachusetts
$810M -$18.5M 23 10.47% Reduced
248
ACA
Abdiel Capital Advisors
New York
$796M +$7.22M 5 56.75% Increased
249
Third Point
Third Point
New York
$791M +$234M 3 5.53% Increased
250
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$788M -$30.3M 4 5.69% Reduced
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