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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
276
SRS Investment Management
SRS Investment Management
New York
$721M -$306M 6 15.43% Reduced
277
USS Investment Management
USS Investment Management
United Kingdom
$718M +$101M 5 7.39% Increased
278
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$715M +$8.55M 35 9.16% Increased
279
Comerica Bank
Comerica Bank
Texas
$715M +$3.28M 80 5.73% Increased
280
Guggenheim Capital
Guggenheim Capital
Illinois
$707M -$11.3M 62 5.75% Reduced
281
Capital Guardian Trust
Capital Guardian Trust
California
$707M +$106M 15 9.52% Increased
282
Elliott Management
Elliott Management
New York
$700M -$58M 2 4.69% Reduced
283
Natixis
Natixis
France
$699M -$87.5M 29 5.38% Reduced
284
Boston Trust Walden
Boston Trust Walden
Massachusetts
$695M +$12.3M 23 9.05% Increased
285
MVIP
Mar Vista Investment Partners
California
$689M -$24.9M 6 18.36% Reduced
286
Third Point
Third Point
New York
$673M +$55.7M 5 7.88% Increased
287
MetLife Investment Management
MetLife Investment Management
New Jersey
$670M -$1.34B 87 7.17% Reduced
288
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$668M +$147M 46 5.36% Increased
289
Pershing Square Capital Management
Pershing Square Capital Management
New York
$666M $0 1 9.93% Maintained
290
LT
Lindsell Train
United Kingdom
$664M +$88.4M 1 11.28% Increased
291
Sculptor Capital
Sculptor Capital
New York
$664M -$62.3M 5 3.5% Reduced
292
Manning & Napier Group
Manning & Napier Group
New York
$663M -$81.9M 6 7.2% Reduced
293
AAM
Ardevora Asset Management
United Kingdom
$660M +$95.7M 17 16.14% Increased
294
Sterling Capital Management
Sterling Capital Management
North Carolina
$653M -$33.1M 36 6.3% Reduced
295
LPL Financial
LPL Financial
California
$651M +$41.4M 77 1.39% Increased
296
CIBC World Market
CIBC World Market
Ontario, Canada
$650M +$80.9M 38 2.88% Increased
297
Nomura Holdings
Nomura Holdings
Japan
$646M +$57.8M 30 2.86% Increased
298
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$638M +$74.5M 15 6.76% Increased
299
ACM
American Capital Management
New York
$637M +$5.19M 15 27.25% Increased
300
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$636M -$13.1M 15 8.26% Reduced
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