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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
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.14B -$31.9M 3 11.98% Reduced
227
TimesSquare Capital Management
TimesSquare Capital Management
New York
$2.13B -$61.8M 35 17.39% Reduced
228
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.13B +$217M 41 7.79% Increased
229
LSV Asset Management
LSV Asset Management
Illinois
$2.09B -$64.1M 18 3.55% Reduced
230
Aviva
Aviva
United Kingdom
$2.08B +$51.9M 53 9.12% Increased
231
DF Dent & Co
DF Dent & Co
Maryland
$2.05B -$20.6M 25 21.76% Reduced
232
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.05B +$698M 43 9.2% Increased
233
BCM
Bares Capital Management
Texas
$2.05B -$15.3M 7 36.42% Reduced
234
Natixis Advisors
Natixis Advisors
Massachusetts
$2.03B +$168M 64 9.49% Increased
235
Silver Lake Group
Silver Lake Group
California
$2.02B +$64.1M 4 13.87% Increased
236
General Atlantic
General Atlantic
New York
$2B +$1.96B 2 14.12% New
237
DnB Asset Management
DnB Asset Management
Norway
$2B +$74.3M 39 13.23% Increased
238
Natixis
Natixis
France
$1.98B -$77.5M 44 8.66% Reduced
239
Alphabet Inc
Alphabet Inc
California
$1.98B +$2.13B 2 40.3% Increased
240
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.97B +$52.7M 124 10.56% Increased
241
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.94B -$47M 19 11.83% Reduced
242
SCM
Steadfast Capital Management
New York
$1.94B -$200M 11 17.92% Reduced
243
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.93B +$69.5M 18 9.62% Increased
244
Wasatch Advisors
Wasatch Advisors
Utah
$1.92B -$166M 25 7.79% Reduced
245
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.92B +$22.2M 79 11.11% Increased
246
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.9B +$214M 3 14.19% Increased
247
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.9B +$32.2M 106 9.93% Increased
248
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.89B +$195M 64 10.32% Increased
249
Epoch Investment Partners
Epoch Investment Partners
New York
$1.87B -$257M 21 10.04% Reduced
250
ACI
AMP Capital Investors
Australia
$1.87B -$17.2M 60 8.97% Reduced
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