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 | |
|---|---|---|---|---|---|---|---|
| 276 |
Calamos Advisors
Naperville,
Illinois
| $1.7B | -$348M | 26 | 5.64% | Reduced |
|
| 277 |
Life Cycle Investment Partners
London,
| $1.7B | +$165M | 6 | 7.91% | Increased |
|
| 278 |
Commerce Bank
Kansas City,
Missouri
| $1.69B | -$64.1M | 47 | 7.41% | Reduced |
|
| 279 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.69B | +$5.04M | 95 | 0.9% | Increased |
|
| 280 |
Cardano Risk Management
Rotterdam,
Netherlands
| $1.68B | +$11.4M | 6 | 12.9% | Increased |
|
| 281 |
Capital Wealth Planning
Naples,
Florida
| $1.68B | -$46.6M | 4 | 8.37% | Reduced |
|
| 282 |
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $1.68B | +$8.47M | 75 | 4.41% | Increased |
|
| 283 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $1.67B | +$104M | 13 | 4.79% | Increased |
|
| 284 |
HRT Financial
New York
| $1.67B | +$1.31B | 75 | 3.05% | Increased |
|
| 285 |
Boston Partners
Boston,
Massachusetts
| $1.66B | +$300M | 34 | 1.47% | Increased |
|
| 286 |
Tudor Investment Corp
Stamford,
Connecticut
| $1.64B | +$839M | 57 | 2.28% | Increased |
|
| 287 |
Pzena Investment Management
New York
| $1.64B | +$422M | 11 | 4.8% | Increased |
|
| 288 |
LP
Linonia Partnership
New York
| $1.64B | -$181M | 2 | 29.22% | Reduced |
|
| 289 |
Nisa Investment Advisors
St. Louis,
Missouri
| $1.63B | -$52.8M | 136 | 5.09% | Reduced |
|
| 290 |
Xponance
Philadelphia,
Pennsylvania
| $1.62B | -$159M | 91 | 9.94% | Reduced |
|
| 291 |
Nissay Asset Management
Tokyo,
Japan
| $1.62B | -$56.4M | 37 | 6.85% | Reduced |
|
| 292 |
Marex Group
London,
| $1.61B | +$767M | 38 | 6.81% | Increased |
|
| 293 |
TCW Group
Los Angeles,
California
| $1.61B | -$268M | 35 | 10.79% | Reduced |
|
| 294 |
Tiger Global Management
New York
| $1.59B | -$1.09B | 3 | 6.65% | Reduced |
|
| 295 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.59B | +$489M | 47 | 6.87% | Increased |
|
| 296 |
Natixis
Paris,
France
| $1.56B | -$374M | 50 | 6.29% | Reduced |
|
| 297 |
Independent Franchise Partners
London,
United Kingdom
| $1.56B | +$358M | 2 | 10.22% | Increased |
|
| 298 |
AKRE Capital Management
Middleburg,
Virginia
| $1.55B | +$23.5M | 6 | 30.3% | Increased |
|
| 299 |
Clear Street
New York
| $1.55B | +$190M | 11 | 3.92% | Increased |
|
| 300 |
Banco Santander
Madrid,
Spain
| $1.53B | +$457M | 22 | 9.51% | Increased |
|