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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
Flossbach Von Storch
Flossbach Von Storch
Germany
$742M +$11.6M 9 4.99% Increased
277
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$740M -$14.9M 37 8.16% Reduced
278
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$716M -$40.5M 27 17.32% Reduced
279
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$715M +$30.2M 4 6.67% Increased
280
AAM
Ardevora Asset Management
United Kingdom
$714M +$229M 19 18.92% Increased
281
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$707M -$75.1M 13 16.15% Reduced
282
Axiom Investors
Axiom Investors
Connecticut
$703M +$178M 9 17.82% Increased
283
Osaic Holdings
Osaic Holdings
Arizona
$700M +$1.04B 132 2.87% New
284
First Pacific Advisors
First Pacific Advisors
California
$697M -$56M 10 9.83% Reduced
285
SI
SQN Investors
California
$693M +$71.4M 11 69.97% Increased
286
VVP
Vulcan Value Partners
Alabama
$687M -$118M 2 7.12% Reduced
287
Congress Asset Management
Congress Asset Management
Massachusetts
$684M -$58.9M 27 10.42% Reduced
288
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$683M +$61.1M 42 8.78% Increased
289
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$682M -$42.2M 39 10.97% Reduced
290
Capital International Inc
Capital International Inc
California
$666M +$29.4M 19 11.22% Increased
291
BI
BlueSpruce Investments
Illinois
$665M +$90.6M 3 22.55% Increased
292
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$664M +$50.9M 63 3.1% Increased
293
Veritas Asset Management
Veritas Asset Management
United Kingdom
$664M -$356M 2 5.27% Reduced
294
CBT
Capital Bank & Trust
California
$659M -$38.4M 34 11.09% Reduced
295
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$657M -$208M 23 6.62% Reduced
296
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$655M +$14.4M 58 10.12% Increased
297
SRS Investment Management
SRS Investment Management
New York
$646M -$171M 5 14.03% Reduced
298
Frontier Capital Management
Frontier Capital Management
Massachusetts
$645M +$234M 21 7.25% Increased
299
MetLife Investment Management
MetLife Investment Management
New Jersey
$644M -$16.1M 81 8.77% Reduced
300
VanEck Associates
VanEck Associates
New York
$642M +$91.7M 24 3.26% Increased
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