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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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$982M +$8.92M 29 9.56% Increased
252
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$971M -$56.4M 4 9.56% Reduced
253
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$937M +$12.3M 13 15.43% Increased
254
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$936M -$20.7M 104 7.25% Reduced
255
Martingale Asset Management
Martingale Asset Management
Massachusetts
$932M -$52.7M 39 9.54% Reduced
256
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$917M +$113M 47 5.68% Increased
257
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$906M +$464M 30 7.15% Increased
258
SCGE Management
SCGE Management
California
$895M +$109M 9 36.19% Increased
259
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$894M -$72.5M 14 9.53% Reduced
260
Point72 Asset Management
Point72 Asset Management
Connecticut
$891M -$77.5M 47 4.69% Reduced
261
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$889M -$27.8M 75 7.61% Reduced
262
CI Investments Inc
CI Investments Inc
Ontario, Canada
$887M -$31.8M 34 4.51% Reduced
263
MVIP
Mar Vista Investment Partners
California
$887M +$164M 6 21.22% Increased
264
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$882M +$116M 17 9.84% Increased
265
Balyasny Asset Management
Balyasny Asset Management
Illinois
$879M +$84.2M 51 5.22% Increased
266
First Pacific Advisors
First Pacific Advisors
California
$875M -$39.8M 10 8.32% Reduced
267
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$854M +$9.23M 78 4.76% Increased
268
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$849M -$11.1M 27 15.94% Reduced
269
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$835M -$24.2M 6 18.65% Reduced
270
MSL
Mackay Shields LLC
New York
$832M -$112M 40 5.74% Reduced
271
Comerica Bank
Comerica Bank
Texas
$829M +$3.07M 86 6.28% Increased
272
VVP
Vulcan Value Partners
Alabama
$826M +$32.8M 3 6.34% Increased
273
Congress Asset Management
Congress Asset Management
Massachusetts
$824M -$158M 26 10.03% Reduced
274
Candriam SCA
Candriam SCA
Luxembourg
$820M +$98.1M 33 8.79% Increased
275
M&T Bank
M&T Bank
New York
$819M +$4.26M 64 3.85% Increased