← 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	Aviva London, United Kingdom	$1.63B	-$125M	55	9.61%	Reduced
227	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.62B	-$28.1M	55	7.51%	Reduced
228	Bahl & Gaynor Cincinnati, Ohio	$1.61B	+$4.95M	20	11.4%	Increased
229	Vontobel Asset Management New York	$1.6B	-$97.1M	4	9.63%	Reduced
230	Flossbach Von Storch Cologne, Germany	$1.57B	+$119M	9	7.66%	Increased
231	CI Investments Inc Toronto, Ontario, Canada	$1.57B	+$55.4M	46	7.79%	Increased
232	CCM Cantillon Capital Management New York	$1.55B	-$17.6M	5	12.99%	Reduced
233	Storebrand Asset Management Lysaker, Norway	$1.54B	+$75.6M	47	11.06%	Increased
234	AMF Tjänstepension Stockholm, Sweden	$1.54B	-$8.93M	9	14.05%	Reduced
235	Berkshire Hathaway Omaha, Nebraska	$1.54B	+$1.46B	1	0.65%	New
236	ACI AMP Capital Investors Sydney, Australia	$1.53B	+$770K	63	9.05%	Increased
237	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.52B	+$11.2M	74	11.44%	Increased
238	Generation Investment Management London, United Kingdom	$1.51B	-$23.8M	6	8.01%	Reduced
239	VVP Vulcan Value Partners Birmingham, Alabama	$1.49B	+$36.1M	4	11.55%	Increased
240	LPL Financial San Diego, California	$1.48B	+$107M	94	2.31%	Increased
241	Glenmede Trust Philadelphia, Pennsylvania	$1.47B	-$4.45M	107	8.82%	Reduced
242	Nikko Asset Management Americas New York	$1.46B	+$646M	33	12.98%	Increased
243	Impax Asset Management Group London, United Kingdom	$1.46B	+$85.2M	21	12.79%	Increased
244	Handelsbanken Fonder Stockholm, Sweden	$1.45B	+$63.3M	89	10.65%	Increased
245	Pendal Group Sydney, Australia	$1.45B	+$28.9M	34	17.74%	Increased
246	MN Services Vermogensbeheer The Hague, Netherlands	$1.42B	+$22.5M	30	11.16%	Increased
247	Marshall Wace North America New York	$1.39B	+$93M	59	8.93%	Increased
248	Skye Global Management West Palm Beach, Florida	$1.39B	+$558M	21	35.85%	Increased
249	SI Salesforce Inc San Francisco, California	$1.39B	+$1.35B	3	100%	Increased
250	Third Point New York	$1.38B	+$570M	6	13.82%	Increased