← All themes

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
251
TAM
Tiverton Asset Management
Delaware
$363M +$27.2M 7 8.77% Increased
252
Arizona State Retirement System
Arizona State Retirement System
Arizona
$361M +$93K 39 4.62% Increased
253
Wellcome Trust
Wellcome Trust
United Kingdom
$357M +$11.5M 2 11.76% Increased
254
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$356M -$70.4M 44 3.25% Reduced
255
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$350M +$182M 5 5.62% Increased
256
Viking Global Investors
Viking Global Investors
Connecticut
$347M -$294M 3 1.92% Reduced
257
GC
Greenlight Capital
New York
$346M -$70.6M 2 5.73% Reduced
258
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$344M -$265M 9 1.39% Reduced
259
VVP
Vulcan Value Partners
Alabama
$343M +$87.4M 4 10.48% Increased
260
Findlay Park Partners
Findlay Park Partners
United Kingdom
$341M -$143M 6 4.16% Reduced
261
Saturna Capital
Saturna Capital
Washington
$340M -$25M 10 9.03% Reduced
262
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$339M -$7.83M 3 12.22% Reduced
263
KI
Kalmar Investments
Delaware
$338M -$4.27M 11 5.98% Reduced
264
River Road Asset Management
River Road Asset Management
Kentucky
$338M -$5.76M 5 4.18% Reduced
265
SEI Trust Company
SEI Trust Company
Pennsylvania
$338M +$19.3M 40 3.71% Increased
266
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$337M -$509K 7 5.69% Reduced
267
Los Angeles Capital Management
Los Angeles Capital Management
California
$336M +$14.6M 26 4.15% Increased
268
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$335M -$158M 2 5.67% Reduced
269
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$335M -$9.19M 2 2.91% Reduced
270
AL
AJO LP
Pennsylvania
$334M -$49.5M 10 1.52% Reduced
271
Millennium Management
Millennium Management
New York
$332M -$6.82M 56 1.07% Reduced
272
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$331M -$8.36M 42 3.41% Reduced
273
MAMU
Marathon Asset Management (UK)
United Kingdom
$328M -$5.58M 4 7.97% Reduced
274
H
Hexavest
Quebec, Canada
$327M +$25.5M 6 4.91% Increased
275
CCM
Criterion Capital Management
California
$326M -$239M 11 11.53% Reduced