← All themes

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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.18B -$72.4M 112 8.65% Reduced
277
Pendal Group
Pendal Group
Australia
$1.18B +$18.9M 30 10.19% Increased
278
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.17B -$243M 87 6.24% Reduced
279
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.14B -$27.2M 47 7.97% Reduced
280
LT
Lindsell Train
United Kingdom
$1.13B -$14.5M 5 21.4% Reduced
281
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.12B -$29.9M 5 5.11% Reduced
282
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.12B -$492M 74 6.24% Reduced
283
Wellcome Trust
Wellcome Trust
United Kingdom
$1.12B $0 3 16.5% Maintained
284
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.11B +$33.7M 75 4.33% Increased
285
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.11B +$12.9M 132 8.74% Increased
286
Carlyle Group
Carlyle Group
District of Columbia
$1.1B -$46.9M 1 32.12% Reduced
287
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.1B -$24.9M 156 8.35% Reduced
288
HFCIX
H&F Corporate Investors X
California
$1.1B $0 1 100% Maintained
289
EC
Eminence Capital
New York
$1.1B +$55.9M 11 20.39% Increased
290
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.09B -$174M 32 11.31% Reduced
291
Longview Partners
Longview Partners
Guernsey
$1.09B +$5.17M 2 8.63% Increased
292
MG
Meritage Group
California
$1.08B -$88.3M 9 37.31% Reduced
293
Squarepoint
Squarepoint
New York
$1.07B +$235M 113 4.22% Increased
294
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1.06B +$32.9M 28 12.69% Increased
295
Congress Asset Management
Congress Asset Management
Massachusetts
$1.06B -$46.9M 28 10.63% Reduced
296
Brookfield Corp
Brookfield Corp
Ontario, Canada
$1.06B -$16.3M 32 3.96% Reduced
297
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05B -$126M 26 11.22% Reduced
298
ING Group
ING Group
Netherlands
$1.05B +$544M 34 10.56% Increased
299
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.05B -$17.9M 60 6.03% Reduced
300
Amalgamated Bank
Amalgamated Bank
New York
$1.04B -$7.34M 159 9.31% Reduced