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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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.82B +$162M 51 11.38% Increased
277
BI
BlueSpruce Investments
Illinois
$1.8B -$302M 10 33.08% Reduced
278
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.8B -$467M 60 4.71% Reduced
279
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.8B +$249M 6 12.22% Increased
280
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.78B +$36.1M 5 18.69% Increased
281
USS Investment Management
USS Investment Management
United Kingdom
$1.76B +$157M 36 13.99% Increased
282
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.75B +$53.5M 28 10% Increased
283
SCGE Management
SCGE Management
California
$1.7B -$142M 4 33.31% Reduced
284
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.7B +$494M 12 32.44% Increased
285
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.7B -$35.8M 6 17.08% Reduced
286
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.69B +$77.5M 66 4.02% Increased
287
RC
RGM Capital
Florida
$1.69B +$97.2M 13 67.6% Increased
288
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.68B -$816M 90 5.4% Reduced
289
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.67B -$1.13M 52 10.08% Reduced
290
Congress Asset Management
Congress Asset Management
Massachusetts
$1.67B -$56.6M 32 11.94% Reduced
291
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$1.66B -$3.88M 3 42.86% Reduced
292
Magellan Asset Management
Magellan Asset Management
Australia
$1.66B -$67.4M 11 15.76% Reduced
293
AGF Management
AGF Management
Ontario, Canada
$1.65B -$22.1M 32 9.14% Reduced
294
Axiom Investors
Axiom Investors
Connecticut
$1.64B -$503M 15 14.33% Reduced
295
Commerce Bank
Commerce Bank
Missouri
$1.64B +$28.6M 60 10.62% Increased
296
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.63B -$30M 11 14.16% Reduced
297
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.63B -$55.6M 3 15.01% Reduced
298
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.62B -$21.6M 92 3.74% Reduced
299
AKRE Capital Management
AKRE Capital Management
Virginia
$1.61B +$136M 4 14.18% Increased
300
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.59B +$189M 71 8.46% Increased