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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	BMC Battery Management Corp Boston, Massachusetts	$2B	+$612M	7	93.22%	Increased
252	Wasatch Advisors Salt Lake City, Utah	$2B	+$56.6M	27	8.12%	Increased
253	Handelsbanken Fonder Stockholm, Sweden	$1.96B	+$38.8M	105	10.29%	Increased
254	Independent Franchise Partners London, United Kingdom	$1.95B	-$33.6M	3	15.35%	Reduced
255	Bahl & Gaynor Cincinnati, Ohio	$1.95B	-$53M	19	11.96%	Reduced
256	Conestoga Capital Advisors Wayne, Pennsylvania	$1.91B	-$75.6M	33	26.43%	Reduced
257	Soroban Capital Partners New York	$1.87B	-$58.2M	2	17.5%	Reduced
258	Berkshire Hathaway Omaha, Nebraska	$1.85B	$0	1	0.63%	Maintained
259	AIG American International Group New York	$1.81B	-$737M	148	9.64%	Reduced
260	Deer VIII & Co Larchmont, New York	$1.81B	+$564M	2	50.66%	Increased
261	Liontrust Investment Partners London, United Kingdom	$1.8B	+$1.88B	40	24.92%	New
262	SCM Steadfast Capital Management New York	$1.79B	-$125M	9	17.38%	Reduced
263	Zurich Cantonal Bank Zurich, Switzerland	$1.79B	+$44.4M	132	9.67%	Increased
264	Holocene Advisors New York	$1.77B	+$477M	56	9.64%	Increased
265	MN Services Vermogensbeheer The Hague, Netherlands	$1.77B	+$42.7M	37	10.9%	Increased
266	TCW Group Los Angeles, California	$1.77B	-$38.2M	21	4.55%	Reduced
267	ACI AMP Capital Investors Sydney, Australia	$1.74B	-$187M	63	9.56%	Reduced
268	Glenmede Trust Philadelphia, Pennsylvania	$1.72B	-$96.3M	61	8.91%	Reduced
269	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.72B	-$28.1M	54	6.71%	Reduced
270	Epoch Investment Partners New York	$1.7B	-$216M	23	9.43%	Reduced
271	Third Point New York	$1.66B	-$2.05M	4	9.08%	Reduced
272	M&G Investment Management London, United Kingdom	$1.66B	+$26.4M	33	3.96%	Increased
273	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.65B	+$144M	49	11.23%	Increased
274	Jane Street New York	$1.58B	+$220M	141	0.56%	Increased
275	Railway Pension Investments London, United Kingdom	$1.57B	+$124M	26	12.76%	Increased