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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
First Manhattan
First Manhattan
New York
$2.28B +$26.8M 68 8.41% Increased
227
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.28B +$36.3M 12 16.57% Increased
228
Storebrand Asset Management
Storebrand Asset Management
Norway
$2.27B +$38.8M 55 11.1% Increased
229
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.23B -$15.1M 22 13.45% Reduced
230
AustralianSuper
AustralianSuper
Australia
$2.2B -$21M 12 14.13% Reduced
231
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.19B -$38.8M 83 8.17% Reduced
232
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.19B +$13.9M 3 12.55% Increased
233
HighTower Advisors
HighTower Advisors
Illinois
$2.17B +$305M 103 5.82% Increased
234
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.17B -$1.12B 123 3.08% Reduced
235
CCM
Cantillon Capital Management
New York
$2.16B -$37.2M 6 14.76% Reduced
236
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.16B +$203M 64 10.64% Increased
237
DF Dent & Co
DF Dent & Co
Maryland
$2.14B +$37.7M 26 21.97% Increased
238
VanEck Associates
VanEck Associates
New York
$2.14B -$48.8M 43 5.39% Reduced
239
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.13B +$97.7M 18 10.55% Increased
240
Aviva
Aviva
United Kingdom
$2.12B -$24.1M 59 9.44% Reduced
241
DnB Asset Management
DnB Asset Management
Norway
$2.11B +$68.1M 42 13.72% Increased
242
MCMC
Matrix Capital Management Company
New Hampshire
$2.09B +$223M 6 23.78% Increased
243
TimesSquare Capital Management
TimesSquare Capital Management
New York
$2.08B -$70M 36 18.16% Reduced
244
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.08B -$46.6M 45 9.12% Reduced
245
BCM
Bares Capital Management
Texas
$2.06B +$87.4M 10 36.88% Increased
246
LSV Asset Management
LSV Asset Management
Illinois
$2.02B -$107M 18 3.65% Reduced
247
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.02B +$547M 21 12.89% Increased
248
Marshall Wace North America
Marshall Wace North America
New York
$2.01B +$195M 86 8.57% Increased
249
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.01B +$33.3M 81 11.64% Increased
250
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.01B +$146M 118 10.83% Increased
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