← 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	BCM Bares Capital Management Austin, Texas	$1.08B	+$140M	10	38.78%	Increased
227	Carillon Tower Advisers St. Petersburg, Florida	$1.07B	-$52.5M	31	10.45%	Reduced
228	MN Services Vermogensbeheer The Hague, Netherlands	$1.05B	-$74.1M	27	11.71%	Reduced
229	AustralianSuper Melbourne, Australia	$1.04B	-$285M	9	13.28%	Reduced
230	Longview Partners St Peter Port, Guernsey	$1.02B	-$82.8M	1	5.46%	Reduced
231	Teacher Retirement System of Texas Austin, Texas	$1.01B	-$65.3M	31	10.86%	Reduced
232	Storebrand Asset Management Lysaker, Norway	$999M	+$1.09B	42	10.38%	New
233	CH Cannae Holdings Las Vegas, Nevada	$993M	+$1.31B	1	100%	New
234	HA HHLR Advisors Grand Cayman, Cayman Islands	$984M	+$23.2M	2	13.27%	Increased
235	Assenagon Asset Management Senningerberg, Luxembourg	$976M	+$653M	37	7.81%	Increased
236	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$959M	-$125M	18	8%	Reduced
237	CI Investments Inc Toronto, Ontario, Canada	$929M	+$84.2M	33	5.64%	Increased
238	Harris Associates Chicago, Illinois	$927M	-$13.4M	9	2.57%	Reduced
239	CIBC World Market Toronto, Ontario, Canada	$924M	-$138M	36	4.73%	Reduced
240	Zurich Cantonal Bank Zurich, Switzerland	$920M	+$41M	106	8.61%	Increased
241	KeyBank National Association Cleveland, Ohio	$900M	-$48.8M	30	6.01%	Reduced
242	Impax Asset Management Group London, United Kingdom	$889M	+$179M	19	11.83%	Increased
243	Fort Washington Investment Advisors Cincinnati, Ohio	$871M	+$60.4M	16	11.81%	Increased
244	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$869M	-$256M	7	22.21%	Reduced
245	Brown Brothers Harriman & Co New York	$868M	-$184M	59	7.09%	Reduced
246	LPL Financial San Diego, California	$858M	+$118M	76	1.85%	Increased
247	DnB Asset Management Oslo, Norway	$856M	-$234M	31	12.58%	Reduced
248	Gateway Investment Advisers Cincinnati, Ohio	$854M	-$89.8M	29	10.5%	Reduced
249	Holocene Advisors New York	$854M	-$96.9M	38	9.17%	Reduced
250	Burgundy Asset Management Toronto, Ontario, Canada	$845M	-$19M	3	11.48%	Reduced