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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
Boston Partners
Boston Partners
Massachusetts
$1.99B +$112M 26 2.37% Increased
252
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.98B -$34.5M 35 28.67% Reduced
253
AIG
American International Group
New York
$1.98B -$67.6M 150 7.07% Reduced
254
M&T Bank
M&T Bank
New York
$1.95B -$112M 87 6.79% Reduced
255
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.9B +$118M 15 14.43% Increased
256
PineBridge Investments
PineBridge Investments
New York
$1.9B -$58.4M 45 15.14% Reduced
257
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.88B +$131M 66 6.52% Increased
258
AustralianSuper
AustralianSuper
Australia
$1.87B -$51.3M 17 10.97% Reduced
259
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.87B +$39.7M 12 27.78% Increased
260
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.86B -$4.27M 70 5.54% Reduced
261
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$1.86B +$75.1M 52 22.41% Increased
262
NMO
Newlands Management Operations
Texas
$1.85B -$131M 11 14.92% Reduced
263
Squarepoint
Squarepoint
New York
$1.83B -$148M 118 3.16% Reduced
264
Calamos Advisors
Calamos Advisors
Illinois
$1.83B -$44.3M 46 8.68% Reduced
265
DSM Capital Partners
DSM Capital Partners
Florida
$1.81B -$251M 22 24.75% Reduced
266
SCGE Management
SCGE Management
California
$1.81B -$93.2M 4 34.2% Reduced
267
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.8B +$185M 52 13.1% Increased
268
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.8B -$92M 71 9% Reduced
269
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.78B -$7.56M 125 12.34% Reduced
270
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.78B +$75.2M 6 18.02% Increased
271
Congress Asset Management
Congress Asset Management
Massachusetts
$1.78B +$292M 31 12.7% Increased
272
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.78B -$471M 65 6.5% Reduced
273
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.78B +$1.56M 135 11.54% Increased
274
ARK Investment Management
ARK Investment Management
Florida
$1.77B -$695M 25 12.26% Reduced
275
CIBC World Markets
CIBC World Markets
New York
$1.77B -$810M 57 11.6% Reduced