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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
MetLife Investment Management
MetLife Investment Management
New Jersey
$2B +$228M 150 11.9% Increased
252
Advent International
Advent International
Massachusetts
$2B -$997M 6 47.72% Reduced
253
Longview Partners
Longview Partners
Guernsey
$1.99B +$414M 3 14.79% Increased
254
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.96B +$1.05M 69 6.98% Increased
255
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.96B -$22.1M 12 14.63% Reduced
256
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.96B -$1.15B 3 15.89% Reduced
257
OCBV
Ownership Capital B.V.
Netherlands
$1.95B -$424M 10 52.81% Reduced
258
Natixis
Natixis
France
$1.95B -$928M 67 11.14% Reduced
259
VEPM
Vista Equity Partners Management
California
$1.94B -$692K 20 51.63% Reduced
260
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.93B +$643M 85 4.37% Increased
261
Calamos Advisors
Calamos Advisors
Illinois
$1.93B -$9.9M 40 8.55% Reduced
262
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.91B -$33.4M 68 5.83% Reduced
263
Creative Planning
Creative Planning
Kansas
$1.91B +$136M 102 2.04% Increased
264
UniSuper Management
UniSuper Management
Australia
$1.91B +$250M 55 15.8% Increased
265
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.88B -$92.5M 33 28.23% Reduced
266
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.88B +$101M 50 14.18% Increased
267
TCW Group
TCW Group
California
$1.88B +$197M 13 16.8% Increased
268
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.87B +$18.8M 124 12.47% Increased
269
AKO Capital
AKO Capital
United Kingdom
$1.86B +$171M 5 25.62% Increased
270
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.85B +$15.3M 69 9.36% Increased
271
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.84B -$291M 3 13.93% Reduced
272
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.83B -$30.8M 139 11.52% Reduced
273
PineBridge Investments
PineBridge Investments
New York
$1.83B -$137M 43 14.77% Reduced
274
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$1.82B +$156M 29 25.92% Increased
275
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.82B -$43.5M 50 13.14% Reduced