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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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$997M -$11.6M 28 18.06% Reduced
277
SI
SQN Investors
California
$991M -$54.4M 13 76.73% Reduced
278
MVIP
Mar Vista Investment Partners
California
$985M -$7.88M 7 26.88% Reduced
279
Comerica Bank
Comerica Bank
Texas
$977M +$27.2M 96 7.53% Increased
280
M&T Bank
M&T Bank
New York
$973M -$8.16M 71 5.22% Reduced
281
CIBC World Markets
CIBC World Markets
New York
$972M -$62.1M 32 10.42% Reduced
282
PIMC
Praesidium Investment Management Company
New York
$969M -$60.9M 10 62.99% Reduced
283
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$968M -$116M 30 11.43% Reduced
284
Capital International Inc
Capital International Inc
California
$958M +$62.7M 18 11.69% Increased
285
Rockefeller Capital Management
Rockefeller Capital Management
New York
$948M +$119M 84 9.92% Increased
286
Candriam SCA
Candriam SCA
Luxembourg
$946M -$44.8M 39 9.95% Reduced
287
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$944M +$53.9M 45 11.85% Increased
288
Calamos Advisors
Calamos Advisors
Illinois
$943M -$71.6M 37 6.67% Reduced
289
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$939M +$72.7M 61 10.74% Increased
290
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$930M +$63.7M 72 3.51% Increased
291
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$928M -$69.8M 54 6.98% Reduced
292
Point72 Asset Management
Point72 Asset Management
Connecticut
$925M +$102M 39 6.04% Increased
293
Axiom Investors
Axiom Investors
Connecticut
$924M -$18.6M 11 18.19% Reduced
294
Congress Asset Management
Congress Asset Management
Massachusetts
$915M -$25.5M 25 10.88% Reduced
295
Guggenheim Capital
Guggenheim Capital
Illinois
$894M +$129M 67 6.92% Increased
296
WCM Investment Management
WCM Investment Management
California
$880M +$239M 15 3.38% Increased
297
M&G Investment Management
M&G Investment Management
United Kingdom
$878M -$74.1M 21 9.3% Reduced
298
Rathbones Group
Rathbones Group
United Kingdom
$871M +$86.7M 21 17.67% Increased
299
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$865M +$70.7M 4 7.11% Increased
300
Artemis Investment Management
Artemis Investment Management
United Kingdom
$835M +$13.5M 21 11.23% Increased