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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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.16B +$347M 64 9.19% Increased
277
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14B -$4.57M 25 16.02% Reduced
278
M&G Investment Management
M&G Investment Management
United Kingdom
$1.14B +$7.55M 18 6.6% Increased
279
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.13B -$393M 102 6.06% Reduced
280
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.13B -$148M 1 8.74% Reduced
281
Soroban Capital Partners
Soroban Capital Partners
New York
$1.12B -$273M 1 12.15% Reduced
282
TimesSquare Capital Management
TimesSquare Capital Management
New York
$1.12B -$30.1M 31 15.56% Reduced
283
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.11B -$2.58M 47 8.15% Reduced
284
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.11B +$38.6M 82 10.25% Increased
285
AKO Capital
AKO Capital
United Kingdom
$1.1B +$202M 6 18.11% Increased
286
LGP
Leonard Green & Partners
California
$1.1B $0 1 19.43% Maintained
287
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.09B +$55.9M 5 5.22% Increased
288
MG
Meritage Group
California
$1.08B -$291M 6 32.5% Reduced
289
Pzena Investment Management
Pzena Investment Management
New York
$1.08B +$18.1M 3 5.38% Increased
290
Congress Asset Management
Congress Asset Management
Massachusetts
$1.08B +$2.38M 25 11.58% Increased
291
RC
RGM Capital
Florida
$1.08B -$263M 12 69.55% Reduced
292
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.06B -$7.17M 156 8.83% Reduced
293
Boston Partners
Boston Partners
Massachusetts
$1.06B +$444M 21 1.54% Increased
294
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.04B $0 1 0.35% Maintained
295
Pendal Group
Pendal Group
Australia
$1.04B +$82.9M 28 10.1% Increased
296
Wellcome Trust
Wellcome Trust
United Kingdom
$1.04B -$26.4M 3 16.23% Reduced
297
EC
Eminence Capital
New York
$1.04B +$65.9M 12 21.62% Increased
298
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.03B -$3.78M 126 8.75% Reduced
299
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.02B -$59M 26 10.08% Reduced
300
Rathbones Group
Rathbones Group
United Kingdom
$1.01B -$531K 20 12.44% Reduced
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