← All themes

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
KBC Group
KBC Group
Belgium
$1.06B +$21.1M 47 8.21% Increased
227
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.04B -$36.2M 33 9.45% Reduced
228
Frontier Capital Management
Frontier Capital Management
Massachusetts
$1.04B -$42.8M 24 7.84% Reduced
229
AustralianSuper
AustralianSuper
Australia
$1.01B +$86.3M 7 9.76% Increased
230
ESCM
Echo Street Capital Management
New York
$1.01B +$192M 29 17.76% Increased
231
Natixis Advisors
Natixis Advisors
Massachusetts
$994M +$15.9M 42 8.12% Increased
232
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$986M +$114M 44 8.51% Increased
233
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$984M +$12M 65 3.78% Increased
234
CCM
Cantillon Capital Management
New York
$984M +$91.2M 3 9.94% Increased
235
KeyBank National Association
KeyBank National Association
Ohio
$983M -$1.61M 32 5.73% Reduced
236
ACA
Abdiel Capital Advisors
New York
$979M +$99.8M 6 62.66% Increased
237
Harris Associates
Harris Associates
Illinois
$971M -$50.5M 4 1.78% Reduced
238
Martingale Asset Management
Martingale Asset Management
Massachusetts
$970M +$1.15M 41 10.13% Increased
239
BCM
Bares Capital Management
Texas
$966M +$30.9M 8 26.46% Increased
240
SCM
Steadfast Capital Management
New York
$950M +$123M 4 12.68% Increased
241
Congress Asset Management
Congress Asset Management
Massachusetts
$950M +$11.4M 26 12.06% Increased
242
First Pacific Advisors
First Pacific Advisors
California
$948M -$35M 7 8.27% Reduced
243
AKRE Capital Management
AKRE Capital Management
Virginia
$947M -$46.1K 2 9.6% Reduced
244
SCH
Sylebra Capital (HK)
Hong Kong
$944M +$192M 7 43.73% Increased
245
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$929M +$186M 56 6.36% Increased
246
DnB Asset Management
DnB Asset Management
Norway
$926M -$72.9M 31 10.66% Reduced
247
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$915M -$77.5M 13 17.03% Reduced
248
Carmignac Gestion
Carmignac Gestion
France
$912M +$80.6M 13 11.33% Increased
249
Yacktman Asset Management
Yacktman Asset Management
Texas
$911M -$65M 2 10.94% Reduced
250
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$905M -$54.6M 16 10.08% Reduced
8 9
10
11 12