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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
301
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$339M +$25.1M 17 8.71% Increased
302
Glenview Capital Management
Glenview Capital Management
New York
$335M +$58.3M 1 1.68% Increased
303
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$328M -$68.8M 7 1.67% Reduced
304
RS Investment Management
RS Investment Management
California
$327M +$119M 13 2.92% Increased
305
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$325M -$11.6M 3 7.92% Reduced
306
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$324M +$93M 22 5.55% Increased
307
EA
Euclid Advisors
Connecticut
$324M +$35.9K 14 3.02% Increased
308
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$323M -$3.22M 48 3.67% Reduced
309
Select Equity Group
Select Equity Group
New York
$323M +$61.6M 7 3.02% Increased
310
CRX
Charles River XIII
Massachusetts
$321M -$25.1M 1 100% Reduced
311
Saturna Capital
Saturna Capital
Washington
$319M -$1.66M 12 8.34% Reduced
312
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$318M -$49.8M 4 5.13% Reduced
313
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$318M -$8.51M 31 4.01% Reduced
314
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$318M +$35.5M 16 3.37% Increased
315
FI
Focused Investors
California
$317M +$4.33M 2 11.48% Increased
316
MCM
Marcato Capital Management
California
$316M $0 1 10.34% Maintained
317
SA
SQ Advisors
Florida
$312M +$495K 1 11.86% Increased
318
SAM
Sentinel Asset Management
Vermont
$311M +$937K 10 6.5% Increased
319
AGA
Altrinsic Global Advisors
Connecticut
$310M -$36.5M 2 6.42% Reduced
320
Regions Financial Corp
Regions Financial Corp
Alabama
$307M -$27.5M 26 3.98% Reduced
321
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$303M -$12M 17 21.06% Reduced
322
CAM
Contour Asset Management
New York
$301M -$12.4M 6 17.38% Reduced
323
Edge Asset Management
Edge Asset Management
Washington
$299M +$9.34M 11 2.89% Increased
324
AMF Tjänstepension
AMF Tjänstepension
Sweden
$298M +$281M 9 3.76% New
325
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$296M -$7.38M 26 3.77% Reduced