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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
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.68B +$97.4M 98 3.25% Increased
277
PineBridge Investments
PineBridge Investments
New York
$1.68B +$217M 58 13.34% Increased
278
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.67B +$742M 36 7.74% Increased
279
CIBC World Market
CIBC World Market
Ontario, Canada
$1.66B -$206M 46 3.56% Reduced
280
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.66B +$132M 63 14.5% Increased
281
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.66B -$340M 5 8% Reduced
282
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.66B -$115M 2 11.81% Reduced
283
PH
Permira Holdings
Guernsey
$1.65B $0 2 100% Maintained
284
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.64B -$268M 83 7.18% Reduced
285
RC
RGM Capital
Florida
$1.64B +$137M 14 68% Increased
286
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.63B -$142M 46 12.63% Reduced
287
Soroban Capital Partners
Soroban Capital Partners
New York
$1.63B +$318M 2 22.96% Increased
288
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.62B -$33.6M 69 8.71% Reduced
289
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.62B -$8.76M 49 9.99% Reduced
290
BCM
Brown Capital Management
Maryland
$1.62B -$244M 32 48.82% Reduced
291
Alphinity Investment Management
Alphinity Investment Management
Australia
$1.62B -$516M 2 10.94% Reduced
292
AKO Capital
AKO Capital
United Kingdom
$1.61B +$59.5M 6 20.94% Increased
293
USS Investment Management
USS Investment Management
United Kingdom
$1.61B -$174M 38 11.76% Reduced
294
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.61B -$206M 32 24.27% Reduced
295
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$1.6B -$92.1M 2 36.45% Reduced
296
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.59B +$331M 19 14.01% Increased
297
MIM
Meridiem Investment Management
United Kingdom
$1.58B +$67M 7 28.96% Increased
298
Commerce Bank
Commerce Bank
Missouri
$1.58B +$26.7M 58 10.08% Increased
299
Bain Capital Investors
Bain Capital Investors
Massachusetts
$1.58B -$654M 2 40.63% Reduced
300
AGF Management
AGF Management
Ontario, Canada
$1.57B -$453M 40 8.31% Reduced