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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
Pershing Square Capital Management
Pershing Square Capital Management
New York
$607M -$27.7M 1 11.65% Reduced
302
Artemis Investment Management
Artemis Investment Management
United Kingdom
$605M +$188M 17 6.73% Increased
303
TCM
Tybourne Capital Management
Hong Kong
$595M -$57.5M 2 25.49% Reduced
304
Causeway Capital Management
Causeway Capital Management
California
$595M -$35.8M 3 5.98% Reduced
305
Manning & Napier Group
Manning & Napier Group
New York
$593M -$122M 10 5.83% Reduced
306
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$592M -$124M 19 4.95% Reduced
307
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$591M +$11.2M 35 4.49% Increased
308
HighTower Advisors
HighTower Advisors
Illinois
$590M +$25M 55 4.25% Increased
309
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$584M +$43.8M 41 6.76% Increased
310
Holocene Advisors
Holocene Advisors
New York
$576M +$182M 27 9.29% Increased
311
Boston Trust Walden
Boston Trust Walden
Massachusetts
$568M +$7.86M 21 7.83% Increased
312
MVIP
Mar Vista Investment Partners
California
$567M +$54.5M 5 16.67% Increased
313
HCM
Hitchwood Capital Management
New York
$566M +$165M 13 8% Increased
314
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$564M +$520M 14 8.09% New
315
Capital Guardian Trust
Capital Guardian Trust
California
$553M +$42.3M 25 7.46% Increased
316
CAM
ClariVest Asset Management
California
$553M +$60.3M 29 9.78% Increased
317
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$551M -$20.4M 30 8.12% Reduced
318
AAM
Ardevora Asset Management
United Kingdom
$550M -$93.3M 16 15.3% Reduced
319
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$541M -$20.2M 13 5.55% Reduced
320
SC
Sageview Capital
Connecticut
$541M $0 1 98.89% Maintained
321
Candriam SCA
Candriam SCA
Luxembourg
$539M +$44.5M 30 7.16% Increased
322
Davis Selected Advisers
Davis Selected Advisers
Arizona
$532M -$46.2M 3 2.29% Reduced
323
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$532M +$88.8M 12 14.8% Increased
324
ACM
American Capital Management
New York
$532M +$1.58M 14 23.24% Increased
325
CRC
Cedar Rock Capital
United Kingdom
$528M $0 1 13% Maintained