← 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
Numeric Investors
Numeric Investors
Massachusetts
$607M +$180M 26 5.37% Increased
252
Comerica Bank
Comerica Bank
Texas
$603M +$18.9M 58 4.51% Increased
253
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$603M -$2.22M 18 8.6% Reduced
254
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$598M -$16.7M 36 4.54% Reduced
255
Pzena Investment Management
Pzena Investment Management
New York
$598M -$1.15M 3 3.27% Reduced
256
PGGM Investments
PGGM Investments
Netherlands
$595M -$36.8M 10 3.05% Reduced
257
Natixis Advisors
Natixis Advisors
Massachusetts
$588M +$10M 35 6.37% Increased
258
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$588M +$122M 20 3.04% Increased
259
AKRE Capital Management
AKRE Capital Management
Virginia
$583M -$42.9M 2 9.47% Reduced
260
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$578M +$76.7M 3 5.8% Increased
261
Frontier Capital Management
Frontier Capital Management
Massachusetts
$575M +$12.1M 14 4.2% Increased
262
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$565M +$30.5M 34 2.97% Increased
263
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$561M -$78.3M 2 4.96% Reduced
264
Martingale Asset Management
Martingale Asset Management
Massachusetts
$544M -$3.45M 33 7.68% Reduced
265
CIBC World Markets
CIBC World Markets
New York
$540M +$95.8M 21 5.72% Increased
266
Calamos Advisors
Calamos Advisors
Illinois
$540M +$2.09M 14 3.99% Increased
267
CCM
Criterion Capital Management
California
$531M -$378M 7 25.62% Reduced
268
KCM
Kensico Capital Management
Connecticut
$528M +$7.08M 1 8.12% Increased
269
ProShare Advisors
ProShare Advisors
Maryland
$525M +$55.6M 44 5.23% Increased
270
Sterling Capital Management
Sterling Capital Management
North Carolina
$517M +$16M 31 4.99% Increased
271
London Company of Virginia
London Company of Virginia
Virginia
$515M +$13.7M 4 3.49% Increased
272
Nuveen
Nuveen
North Carolina
$515M -$72.2M 35 3.3% Reduced
273
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$514M -$13.1M 3 5.02% Reduced
274
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$509M -$18.8M 78 5.01% Reduced
275
SCM
Suvretta Capital Management
New York
$509M +$58.4M 2 15.78% Increased