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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
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$553M +$102M 17 7.77% Increased
252
Comerica Bank
Comerica Bank
Texas
$553M +$2.44M 57 4.2% Increased
253
VFA
Virtus Fund Advisers
Connecticut
$542M -$86.4M 18 5.12% Reduced
254
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$542M +$9.08M 25 11.33% Increased
255
Pzena Investment Management
Pzena Investment Management
New York
$539M -$20.9M 3 3.04% Reduced
256
Frontier Capital Management
Frontier Capital Management
Massachusetts
$539M -$6.32M 12 3.98% Reduced
257
Natixis Advisors
Natixis Advisors
Massachusetts
$536M +$43.5M 36 5.94% Increased
258
Martingale Asset Management
Martingale Asset Management
Massachusetts
$527M -$3.93M 31 7.62% Reduced
259
Sentry Investments
Sentry Investments
Ontario, Canada
$524M -$75.6M 7 3.62% Reduced
260
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$522M +$279M 32 2.23% Increased
261
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$521M +$5.71M 19 3.42% Increased
262
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$519M -$22.2M 3 4.86% Reduced
263
Calamos Advisors
Calamos Advisors
Illinois
$516M +$79.6M 19 4.06% Increased
264
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$500M +$6.51M 77 4.93% Increased
265
London Company of Virginia
London Company of Virginia
Virginia
$499M +$6.75M 4 3.29% Increased
266
KCM
Kensico Capital Management
Connecticut
$498M +$792K 1 8.27% Increased
267
Sterling Capital Management
Sterling Capital Management
North Carolina
$489M -$51.8M 29 4.6% Reduced
268
M&T Bank
M&T Bank
New York
$487M +$15.9M 40 2.94% Increased
269
IAM
Iridian Asset Management
Connecticut
$481M -$11.2M 3 4.33% Reduced
270
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$473M +$214M 2 5.12% Increased
271
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$472M -$1.36M 57 5.61% Reduced
272
DnB Asset Management
DnB Asset Management
Norway
$468M -$51M 23 7.35% Reduced
273
CCMH
Cornerstone Capital Management Holdings
New York
$462M -$70M 27 3.57% Reduced
274
Flossbach Von Storch
Flossbach Von Storch
Germany
$462M -$145M 6 7.08% Reduced
275
TCM
Tybourne Capital Management
Hong Kong
$461M -$39.6M 2 20.64% Reduced