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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
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$459M +$71M 30 6.95% Increased
302
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$458M +$15.1M 37 5.8% Increased
303
CRC
Cedar Rock Capital
United Kingdom
$454M -$4.17M 1 10.79% Reduced
304
TPI
Tesco Pension Investment
United Kingdom
$453M +$8.58M 3 12.02% Increased
305
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$453M +$43.3M 30 7.7% Increased
306
MVIP
Mar Vista Investment Partners
California
$448M -$19.4M 5 16.78% Reduced
307
CRM
Cramer Rosenthal McGlynn
Connecticut
$448M -$21.7M 12 7.19% Reduced
308
CBT
Capital Bank & Trust
California
$447M -$69.2M 30 6.11% Reduced
309
KCM
Kensico Capital Management
Connecticut
$447M -$142M 1 8.89% Reduced
310
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$445M -$117M 14 6.65% Reduced
311
TCM
Tybourne Capital Management
Hong Kong
$444M +$96.3M 1 28.53% Increased
312
Wasatch Advisors
Wasatch Advisors
Utah
$444M -$19.3M 14 5.89% Reduced
313
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$443M +$37.2M 12 4.67% Increased
314
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$441M +$55.3M 20 16.92% Increased
315
SCA
Southpoint Capital Advisors
New York
$439M -$138M 6 20.9% Reduced
316
Boston Trust Walden
Boston Trust Walden
Massachusetts
$437M +$13.1M 18 6.41% Increased
317
HighTower Advisors
HighTower Advisors
Illinois
$437M -$5.16M 47 3.58% Reduced
318
Confluence Investment Management
Confluence Investment Management
Missouri
$436M +$54.8M 5 7.96% Increased
319
Point72 Asset Management
Point72 Asset Management
Connecticut
$432M -$75.6M 22 1.86% Reduced
320
SIG
Senator Investment Group
New York
$431M -$117M 1 4.62% Reduced
321
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$427M +$60.9M 14 4.15% Increased
322
CLM
ClearBridge LLC (Maryland)
Maryland
$422M +$1.6M 10 8.79% Increased
323
CI Investments Inc
CI Investments Inc
Ontario, Canada
$418M -$117M 8 4.29% Reduced
324
AWM
Ashmore Wealth Management
Delaware
$416M -$32.4M 4 21.7% Reduced
325
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$414M -$19.9M 27 4.89% Reduced
11 12
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