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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
Squarepoint
Squarepoint
New York
$1.95B -$368M 119 3.7% Reduced
252
MCMC
Matrix Capital Management Company
New Hampshire
$1.95B +$77.7M 5 20.08% Increased
253
HFCIX
H&F Corporate Investors X
California
$1.95B $0 1 100% Maintained
254
ING Group
ING Group
Netherlands
$1.94B +$55.9M 35 15.6% Increased
255
Wasatch Advisors
Wasatch Advisors
Utah
$1.93B +$25.4M 24 10.64% Increased
256
SC US (TTGP)
SC US (TTGP)
California
$1.9B -$961M 5 15.65% Reduced
257
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.89B -$67.1M 21 13.09% Reduced
258
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.88B +$88.9M 90 8.76% Increased
259
AIG
American International Group
New York
$1.87B +$5.13M 153 7.72% Increased
260
M&T Bank
M&T Bank
New York
$1.87B -$57.6M 84 6.88% Reduced
261
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.82B +$11.1M 47 10.81% Increased
262
PineBridge Investments
PineBridge Investments
New York
$1.8B +$304M 42 16.68% Increased
263
KeyBank National Association
KeyBank National Association
Ohio
$1.79B -$19.4M 43 7.97% Reduced
264
Natixis
Natixis
France
$1.79B +$76.8M 55 12.97% Increased
265
Cerity Partners
Cerity Partners
New York
$1.78B +$3.12B 68 5.85% Increased
266
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.78B -$34.7M 64 9.22% Reduced
267
AustralianSuper
AustralianSuper
Australia
$1.74B -$258M 18 10.43% Reduced
268
SCGE Management
SCGE Management
California
$1.73B +$73.1M 6 38.69% Increased
269
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.7B +$130M 55 4.11% Increased
270
Calamos Advisors
Calamos Advisors
Illinois
$1.7B -$58.5M 43 8.23% Reduced
271
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.69B +$62.9M 69 5.48% Increased
272
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$1.68B -$346M 26 24.35% Reduced
273
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.67B -$452M 13 29.8% Reduced
274
RC
RGM Capital
Florida
$1.65B -$149M 12 67.71% Reduced
275
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.64B +$21.2M 124 12.45% Increased
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