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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	Panagora Asset Management Boston, Massachusetts	$1.65B	-$59.2M	80	10.82%	Reduced
227	Handelsbanken Fonder Stockholm, Sweden	$1.62B	+$26.5M	96	10.18%	Increased
228	Conestoga Capital Advisors Wayne, Pennsylvania	$1.62B	-$11M	34	30.31%	Reduced
229	Holocene Advisors New York	$1.59B	+$634M	36	9.72%	Increased
230	Zurich Cantonal Bank Zurich, Switzerland	$1.59B	+$7.6M	150	8.5%	Increased
231	Bahl & Gaynor Cincinnati, Ohio	$1.55B	-$169M	20	9.67%	Reduced
232	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.54B	-$61.6M	60	7.2%	Reduced
233	PEP Providence Equity Partners Providence, Rhode Island	$1.54B	-$281M	5	68.02%	Reduced
234	Westfield Capital Management Boston, Massachusetts	$1.53B	+$27.1M	26	11.82%	Increased
235	Fort Washington Investment Advisors Cincinnati, Ohio	$1.53B	+$1.86M	21	11.84%	Increased
236	Veritas Asset Management London, United Kingdom	$1.5B	+$265M	2	12.32%	Increased
237	Rockefeller Capital Management New York	$1.49B	-$100M	137	7.5%	Reduced
238	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.48B	+$71.7M	64	11.13%	Increased
239	Mariner Overland Park, Kansas	$1.47B	+$171M	94	4.73%	Increased
240	DSM Capital Partners Palm Beach Gardens, Florida	$1.46B	+$233M	7	24.24%	Increased
241	BI BlueSpruce Investments Chicago, Illinois	$1.44B	+$137M	3	27.65%	Increased
242	Epoch Investment Partners New York	$1.42B	-$116M	20	8.48%	Reduced
243	CI Investments Inc Toronto, Ontario, Canada	$1.4B	-$189M	80	7.09%	Reduced
244	INTECH Investment Management West Palm Beach, Florida	$1.4B	-$279M	50	10.5%	Reduced
245	Coatue Management New York	$1.4B	+$409M	10	15.7%	Increased
246	Glenmede Trust Philadelphia, Pennsylvania	$1.39B	-$14.7M	56	8.16%	Reduced
247	AKO Capital London, United Kingdom	$1.39B	+$104M	6	22.45%	Increased
248	Wasatch Advisors Salt Lake City, Utah	$1.38B	+$79M	26	9.32%	Increased
249	LSV Asset Management Chicago, Illinois	$1.38B	-$391M	19	3.05%	Reduced
250	CIBC World Markets New York	$1.36B	+$809M	39	9.17%	Increased