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 |
USS Investment Management
London,
United Kingdom
| $2.01B | +$13.4M | 38 | 9.34% | Increased |
|
| 277 |
AssetMark Inc
Concord,
California
| $2.01B | +$41.6M | 106 | 4.09% | Increased |
|
| 278 |
Tidal Investments
Milwaukee,
Wisconsin
| $2B | +$130M | 83 | 4.74% | Increased |
|
| 279 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| $1.99B | +$1.16M | 10 | 29.53% | Increased |
|
| 280 |
Polar Capital Holdings
London,
United Kingdom
| $1.99B | -$415M | 11 | 7.68% | Reduced |
|
| 281 |
Czech National Bank
Prague,
Czech Republic
| $1.98B | +$77.4M | 31 | 12.86% | Increased |
|
| 282 |
Nissay Asset Management
Tokyo,
Japan
| $1.98B | -$31.3M | 44 | 10.28% | Reduced |
|
| 283 |
Comerica Bank
Dallas,
Texas
| $1.98B | -$226M | 113 | 7.88% | Reduced |
|
| 284 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $1.97B | +$1.46B | 2 | 21.17% | Increased |
|
| 285 |
Life Cycle Investment Partners
London,
| $1.96B | +$2.05B | 8 | 13.68% | New |
|
| 286 |
Mercer Global Advisors
Denver,
Colorado
| $1.95B | +$237M | 97 | 2.97% | Increased |
|
| 287 |
Cardano Risk Management
Rotterdam,
Netherlands
| $1.95B | +$6.95M | 6 | 19.57% | Increased |
|
| 288 |
Boston Partners
Boston,
Massachusetts
| $1.92B | +$109M | 25 | 1.99% | Increased |
|
| 289 |
Xponance
Philadelphia,
Pennsylvania
| $1.91B | +$63.5M | 84 | 14.37% | Increased |
|
| 290 |
Commerce Bank
Kansas City,
Missouri
| $1.91B | -$77.3M | 56 | 10.56% | Reduced |
|
| 291 |
LP
Linonia Partnership
New York
| $1.91B | +$399M | 3 | 43.24% | Increased |
|
| 292 |
Jones Financial Companies
Des Peres,
Missouri
| $1.91B | +$221M | 134 | 1.16% | Increased |
|
| 293 |
PineStone Asset Management
Montreal,
Quebec, Canada
| $1.9B | -$449M | 4 | 11.81% | Reduced |
|
| 294 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.88B | -$8.26B | 52 | 8.22% | Reduced |
|
| 295 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| $1.87B | -$80.3M | 58 | 13.34% | Reduced |
|
| 296 |
Pzena Investment Management
New York
| $1.87B | +$450M | 4 | 5.6% | Increased |
|
| 297 |
Impax Asset Management Group
London,
United Kingdom
| $1.87B | -$76M | 18 | 11.69% | Reduced |
|
| 298 |
Natixis
Paris,
France
| $1.85B | -$534M | 62 | 6.57% | Reduced |
|
| 299 |
WCM Investment Management
Laguna Beach,
California
| $1.85B | -$140M | 13 | 3.8% | Reduced |
|
| 300 |
Clear Street
New York
| $1.84B | +$150M | 11 | 6.83% | Increased |
|