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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	Holocene Advisors New York	$2.02B	-$423M	48	8.82%	Reduced
227	Squarepoint New York	$2.01B	+$283M	103	4.97%	Increased
228	Independent Franchise Partners London, United Kingdom	$2B	-$267M	4	17.32%	Reduced
229	Harding Loevner Bridgewater, New Jersey	$1.96B	-$346M	8	12.94%	Reduced
230	BI BlueSpruce Investments Chicago, Illinois	$1.93B	+$119M	3	35.23%	Increased
231	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.91B	-$26.8M	70	7.73%	Reduced
232	Retirement Systems of Alabama Montgomery, Alabama	$1.9B	-$29.2M	44	8.89%	Reduced
233	HFCIX H&F Corporate Investors X San Francisco, California	$1.87B	$0	1	100%	Maintained
234	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.85B	-$132M	2	13.95%	Reduced
235	Veritas Asset Management London, United Kingdom	$1.84B	-$340M	3	13.88%	Reduced
236	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.82B	-$70.6M	44	12.9%	Reduced
237	Whale Rock Capital Management Boston, Massachusetts	$1.8B	-$210M	13	36.36%	Reduced
238	NMO Newlands Management Operations Dallas, Texas	$1.79B	+$3.56M	12	19.15%	Increased
239	M&G Investment Management London, United Kingdom	$1.79B	-$21M	21	7.99%	Reduced
240	DSM Capital Partners Palm Beach Gardens, Florida	$1.79B	-$5.4M	8	30.13%	Reduced
241	Bahl & Gaynor Cincinnati, Ohio	$1.77B	-$72.4M	18	11.32%	Reduced
242	Commonwealth Equity Services Waltham, Massachusetts	$1.76B	+$27.6M	88	3.64%	Increased
243	Liontrust Investment Partners London, United Kingdom	$1.75B	+$53.3M	28	27.93%	Increased
244	Conestoga Capital Advisors Wayne, Pennsylvania	$1.73B	-$54.4M	34	29.77%	Reduced
245	Fifth Third Bancorp Cincinnati, Ohio	$1.73B	-$7.96M	108	8.01%	Reduced
246	AKO Capital London, United Kingdom	$1.72B	+$122M	6	28.11%	Increased
247	CI Investments Inc Toronto, Ontario, Canada	$1.71B	-$31.4M	78	9.53%	Reduced
248	Rathbones Group Liverpool, United Kingdom	$1.71B	+$466M	29	12.38%	Increased
249	Fort Washington Investment Advisors Cincinnati, Ohio	$1.69B	-$101M	20	12.74%	Reduced
250	AustralianSuper Melbourne, Australia	$1.67B	+$282M	15	10.83%	Increased