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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	Harris Associates Chicago, Illinois	$2.45B	-$533M	9	3.82%	Reduced
227	Aviva London, United Kingdom	$2.44B	+$60.7M	65	10.24%	Increased
228	WCM Investment Management Laguna Beach, California	$2.44B	-$219M	26	5.48%	Reduced
229	MXM Mayfield XIV Management Menlo Park, California	$2.39B	+$2.28B	1	100%	New
230	Teacher Retirement System of Texas Austin, Texas	$2.38B	+$139M	117	10.69%	Increased
231	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.37B	-$204M	63	12.2%	Reduced
232	Vontobel Asset Management New York	$2.36B	-$627M	4	13.86%	Reduced
233	AustralianSuper Melbourne, Australia	$2.36B	-$44.2M	12	12.24%	Reduced
234	AMF Tjänstepension Stockholm, Sweden	$2.35B	-$252M	13	16.04%	Reduced
235	Bahl & Gaynor Cincinnati, Ohio	$2.33B	-$60M	19	13.02%	Reduced
236	Panagora Asset Management Boston, Massachusetts	$2.3B	-$275M	88	12.2%	Reduced
237	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$2.29B	-$8.92M	6	25.54%	Reduced
238	Westfield Capital Management Boston, Massachusetts	$2.29B	+$14.5M	26	13.61%	Increased
239	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.26B	+$40.9M	84	11.94%	Increased
240	DSM Capital Partners Palm Beach Gardens, Florida	$2.25B	-$417M	5	23.56%	Reduced
241	Veritas Asset Management London, United Kingdom	$2.23B	-$246M	3	12.54%	Reduced
242	DnB Asset Management Oslo, Norway	$2.21B	-$176M	45	12.96%	Reduced
243	Soroban Capital Partners New York	$2.2B	-$22.3M	1	16.68%	Reduced
244	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.2B	-$121M	23	10.54%	Reduced
245	Fort Washington Investment Advisors Cincinnati, Ohio	$2.15B	-$91.6M	21	13.02%	Reduced
246	Natixis Paris, France	$2.14B	-$715M	74	7.3%	Reduced
247	Holocene Advisors New York	$2.14B	+$367M	59	11.12%	Increased
248	CCM Cantillon Capital Management New York	$2.11B	-$424M	5	13.96%	Reduced
249	Handelsbanken Fonder Stockholm, Sweden	$2.1B	-$34.2M	110	10.33%	Reduced
250	DF Dent & Co Baltimore, Maryland	$2.1B	-$87M	27	21.07%	Reduced