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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
Osaic Holdings
Osaic Holdings
Arizona
$1.52B +$35.9M 189 2.95% Increased
277
Railway Pension Investments
Railway Pension Investments
United Kingdom
$1.52B -$26.3M 29 11.75% Reduced
278
RC
RGM Capital
Florida
$1.52B +$298M 13 62.87% Increased
279
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.51B +$202M 21 12.06% Increased
280
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5B -$131M 52 9.14% Reduced
281
Wellcome Trust
Wellcome Trust
United Kingdom
$1.5B +$105M 3 15.66% Increased
282
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.49B -$22.7M 1 7.82% Reduced
283
TCW Group
TCW Group
California
$1.47B -$57.5M 21 14.03% Reduced
284
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.46B +$363M 5 4.66% Increased
285
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.46B -$23.5M 45 8.45% Reduced
286
Jane Street
Jane Street
New York
$1.43B -$93.8M 164 0.46% Reduced
287
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.42B +$431M 149 9.19% Increased
288
TimesSquare Capital Management
TimesSquare Capital Management
New York
$1.42B -$99.7M 34 15.9% Reduced
289
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.4B $0 1 0.39% Maintained
290
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.39B +$23.5M 64 8.9% Increased
291
Mariner
Mariner
Kansas
$1.36B +$263M 45 5.14% Increased
292
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.36B +$53.1M 24 16.46% Increased
293
MXM
Mayfield XIV Management
California
$1.35B $0 1 100% Maintained
294
PGGM Investments
PGGM Investments
Netherlands
$1.34B $0 24 6.66% Maintained
295
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.32B -$95.2M 112 9.32% Reduced
296
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.3B -$25.5M 5 13.08% Reduced
297
M&T Bank
M&T Bank
New York
$1.3B +$8.6M 88 5.72% Increased
298
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.29B +$6.33M 117 10.37% Increased
299
Amalgamated Bank
Amalgamated Bank
New York
$1.29B +$48.7M 155 10% Increased
300
Amalgamated Financial
Amalgamated Financial
New York
$1.28B +$1.27B 151 10.2% New