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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
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.88B +$53.7M 51 9.97% Increased
227
Man Group
Man Group
United Kingdom
$1.85B -$662M 101 8.14% Reduced
228
Wasatch Advisors
Wasatch Advisors
Utah
$1.85B -$274M 23 8.3% Reduced
229
Natixis
Natixis
France
$1.84B -$159M 57 6.01% Reduced
230
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.83B -$37.2M 20 11.57% Reduced
231
First Manhattan
First Manhattan
New York
$1.82B -$7.42M 54 7.83% Reduced
232
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.8B +$126M 9 13.51% Increased
233
Aviva
Aviva
United Kingdom
$1.79B +$7.54M 61 8.75% Increased
234
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.79B +$11.2M 92 9.96% Increased
235
Nomura Asset Management
Nomura Asset Management
Japan
$1.75B +$82M 54 11.16% Increased
236
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.74B +$216M 60 7.05% Increased
237
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.72B +$138M 33 25.9% Increased
238
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.69B -$194M 109 9.5% Reduced
239
DnB Asset Management
DnB Asset Management
Norway
$1.68B +$67.6M 39 12.29% Increased
240
SIMS
SPT Invest Management Sarl
Luxembourg
$1.67B $0 1 84.21% Maintained
241
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.67B +$12.9M 77 10.5% Increased
242
ACI
AMP Capital Investors
Australia
$1.67B +$39.2M 61 8.32% Increased
243
Natixis Advisors
Natixis Advisors
Massachusetts
$1.66B +$21.7M 58 8.65% Increased
244
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.65B -$134M 43 6.95% Reduced
245
SI
Salesforce Inc
California
$1.64B +$540M 2 100% Increased
246
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.64B +$29.4M 94 9.3% Increased
247
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.63B -$60.7M 56 8.76% Reduced
248
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.62B +$54.5M 23 8.87% Increased
249
ACA
Abdiel Capital Advisors
New York
$1.61B -$217M 7 51.9% Reduced
250
Generation Investment Management
Generation Investment Management
United Kingdom
$1.61B -$82M 6 6.75% Reduced
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