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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	Magellan Asset Management Sydney, Australia	$1.85B	-$381M	12	15.83%	Reduced
227	Cerity Partners New York	$1.84B	+$131M	64	4.33%	Increased
228	AustralianSuper Melbourne, Australia	$1.83B	+$313M	16	11.16%	Increased
229	Conestoga Capital Advisors Wayne, Pennsylvania	$1.83B	-$1.8M	33	30.69%	Reduced
230	Polar Capital Holdings London, United Kingdom	$1.82B	-$293M	24	11.85%	Reduced
231	Westfield Capital Management Boston, Massachusetts	$1.82B	-$37.3M	25	12.86%	Reduced
232	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.81B	+$77.2M	72	12.61%	Increased
233	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.79B	-$10.1M	65	7.97%	Reduced
234	Bank of Nova Scotia Toronto, Ontario, Canada	$1.78B	-$210M	59	5.28%	Reduced
235	Mariner Overland Park, Kansas	$1.76B	+$60M	98	5.11%	Increased
236	Jane Street New York	$1.74B	-$701M	160	0.71%	Reduced
237	DSM Capital Partners Palm Beach Gardens, Florida	$1.73B	+$58.6M	7	28.37%	Increased
238	Hotchkis & Wiley Capital Management Los Angeles, California	$1.72B	-$495M	6	6.64%	Reduced
239	Fort Washington Investment Advisors Cincinnati, Ohio	$1.71B	-$37.7M	21	12.88%	Reduced
240	BI BlueSpruce Investments Chicago, Illinois	$1.69B	-$128M	3	30.66%	Reduced
241	AKRE Capital Management Middleburg, Virginia	$1.68B	-$14.4M	4	14.83%	Reduced
242	Epoch Investment Partners New York	$1.66B	+$48.3M	21	9.87%	Increased
243	Liontrust Investment Partners London, United Kingdom	$1.64B	+$145M	28	23.99%	Increased
244	PEP Providence Equity Partners Providence, Rhode Island	$1.6B	-$434M	1	67.56%	Reduced
245	Osaic Holdings Scottsdale, Arizona	$1.6B	+$38.4M	184	3.01%	Increased
246	M&G Investment Management London, United Kingdom	$1.6B	-$6.13M	24	7.55%	Reduced
247	AKO Capital London, United Kingdom	$1.59B	-$7.77M	6	24.2%	Reduced
248	Point72 Asset Management Stamford, Connecticut	$1.59B	-$558M	73	4.92%	Reduced
249	CI Investments Inc Toronto, Ontario, Canada	$1.59B	-$62.3M	78	7.99%	Reduced
250	VVP Vulcan Value Partners Birmingham, Alabama	$1.56B	+$10.1M	5	19.79%	Increased