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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
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$1.66B +$236M 40 23.37% Increased
227
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.65B +$22.1M 79 10.8% Increased
228
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.65B -$459M 17 48.89% Reduced
229
GQG Partners
GQG Partners
Florida
$1.63B +$789M 3 4.01% Increased
230
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.63B +$141M 18 10.72% Increased
231
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.62B -$29.3M 21 12.44% Reduced
232
LGP
Leonard Green & Partners
California
$1.62B -$1.21M 1 23.04% Reduced
233
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.61B +$475M 7 6.42% Increased
234
Epoch Investment Partners
Epoch Investment Partners
New York
$1.61B -$55.6M 24 9.45% Reduced
235
SCGE Management
SCGE Management
California
$1.61B -$453M 11 46.12% Reduced
236
Natixis
Natixis
France
$1.6B -$236M 69 5.79% Reduced
237
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.6B -$50M 105 7.27% Reduced
238
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.59B -$156M 14 15.64% Reduced
239
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.59B -$70.7M 26 12.5% Reduced
240
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.58B +$107M 107 10.26% Increased
241
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.57B +$15.1M 35 28.53% Increased
242
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$1.54B +$67.2M 4 25.75% Increased
243
TA
TA Associates
Massachusetts
$1.52B $0 1 97.11% Maintained
244
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.52B -$24.3M 149 8.91% Reduced
245
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.51B +$54.9M 60 7.02% Increased
246
Soroban Capital Partners
Soroban Capital Partners
New York
$1.5B -$43.7M 1 12.99% Reduced
247
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.5B -$85.1M 63 11.05% Reduced
248
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$1.49B -$39.5M 11 69.48% Reduced
249
Wasatch Advisors
Wasatch Advisors
Utah
$1.46B +$202M 24 9.25% Increased
250
Candriam SCA
Candriam SCA
Luxembourg
$1.44B -$94.3M 50 11.84% Reduced