← 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
Calamos Advisors
Calamos Advisors
Illinois
$881M +$87.7M 30 4.89% Increased
252
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$881M +$39.5M 37 7.19% Increased
253
Wellcome Trust
Wellcome Trust
United Kingdom
$870M +$51.5K 2 13.5% Increased
254
Point72 Asset Management
Point72 Asset Management
Connecticut
$867M +$106M 48 4.53% Increased
255
MSL
Mackay Shields LLC
New York
$853M -$24.1M 58 5.82% Reduced
256
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$836M +$5.47M 100 7.09% Increased
257
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$835M -$9.54M 72 7.92% Reduced
258
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$833M -$78.1M 3 8.32% Reduced
259
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$831M +$8.49M 27 20.76% Increased
260
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$830M -$41.3M 37 9.75% Reduced
261
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$829M +$22.5M 40 7.26% Increased
262
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$814M -$98.3M 38 7.36% Reduced
263
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$805M +$97.4M 34 6.37% Increased
264
CBT
Capital Bank & Trust
California
$800M +$14.9M 31 9.86% Increased
265
Railway Pension Investments
Railway Pension Investments
United Kingdom
$792M +$175M 34 10.26% Increased
266
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$791M +$39.8M 35 5.07% Increased
267
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$780M -$3.84M 26 14.76% Reduced
268
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$778M +$14.7M 75 4.75% Increased
269
CIBC World Markets
CIBC World Markets
New York
$776M +$10.8M 25 5.97% Increased
270
HighTower Advisors
HighTower Advisors
Illinois
$764M +$60.3M 70 4.54% Increased
271
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$761M -$62.2M 4 5.51% Reduced
272
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$751M -$412M 47 5.64% Reduced
273
M&T Bank
M&T Bank
New York
$743M +$26.2M 58 3.88% Increased
274
MG
Meritage Group
California
$740M +$22.3M 4 12.95% Increased
275
SCGE Management
SCGE Management
California
$737M +$39M 7 36.78% Increased