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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
251
Third Point
Third Point
New York
$493M -$47M 2 5% Reduced
252
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$488M -$30.7M 6 6.23% Reduced
253
Numeric Investors
Numeric Investors
Massachusetts
$487M +$66.4M 26 5.23% Increased
254
National Pension Service
National Pension Service
South Korea
$484M +$29.4M 14 5.09% Increased
255
GGHC
Gilder Gagnon Howe & Co
New York
$484M +$63.3M 19 7.79% Increased
256
Balyasny Asset Management
Balyasny Asset Management
Illinois
$482M +$185M 35 3.34% Increased
257
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$479M -$378K 2 5.76% Reduced
258
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$474M -$25.1M 18 7.82% Reduced
259
ProShare Advisors
ProShare Advisors
Maryland
$468M +$24.9M 45 5.66% Increased
260
AKRE Capital Management
AKRE Capital Management
Virginia
$464M +$33.6M 3 10.3% Increased
261
ASP
Adams Street Partners
Illinois
$459M -$72.7M 5 82.53% Reduced
262
VFA
Virtus Fund Advisers
Connecticut
$457M +$11.9M 30 4.02% Increased
263
Wellcome Trust
Wellcome Trust
United Kingdom
$450M -$98.4M 3 8.96% Reduced
264
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$449M -$12.9M 30 3.82% Reduced
265
Baird Financial Group
Baird Financial Group
Wisconsin
$445M +$9.87M 25 4.46% Increased
266
CCMH
Cornerstone Capital Management Holdings
New York
$444M -$145K 33 3.65% Reduced
267
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$442M -$151M 4 2.93% Reduced
268
SG Americas Securities
SG Americas Securities
New York
$440M -$530M 40 3.13% Reduced
269
CIP
Champlain Investment Partners
Vermont
$434M -$10.4M 10 7.42% Reduced
270
Sterling Capital Management
Sterling Capital Management
North Carolina
$434M -$176M 27 3.85% Reduced
271
MCMC
Matrix Capital Management Company
New Hampshire
$434M +$33.8M 2 19.52% Increased
272
GA
Geneva Advisors
Illinois
$429M +$80.3M 18 8.24% Increased
273
TPSF
Texas Permanent School Fund
Texas
$427M -$1.57M 43 5.26% Reduced
274
Polar Capital
Polar Capital
United Kingdom
$416M +$93.5M 19 7.53% Increased
275
GE
General Electric
Ohio
$413M +$129M 9 2% Increased
9 10
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