← All themes

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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$612M +$39.2M 16 8.42% Increased
302
PIMC
Praesidium Investment Management Company
New York
$612M -$30.9M 4 40.61% Reduced
303
CAM
ClariVest Asset Management
California
$610M +$7.98M 33 12.32% Increased
304
VVP
Vulcan Value Partners
Alabama
$608M -$184M 2 5.24% Reduced
305
Balyasny Asset Management
Balyasny Asset Management
Illinois
$607M +$65.6M 47 4.04% Increased
306
TCM
Tybourne Capital Management
Hong Kong
$598M -$155M 2 23.26% Reduced
307
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$585M -$105M 7 6.91% Reduced
308
Railway Pension Investments
Railway Pension Investments
United Kingdom
$584M +$78.6M 29 8.17% Increased
309
Third Point
Third Point
New York
$580M +$143M 4 6.45% Increased
310
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$578M -$2.35M 45 8.98% Reduced
311
Norinchukin Bank
Norinchukin Bank
Japan
$576M -$1M 21 7.35% Reduced
312
LT
Lindsell Train
United Kingdom
$574M -$2.4M 1 11.1% Reduced
313
SC
Sageview Capital
Connecticut
$573M -$242M 1 100% Reduced
314
Nomura Holdings
Nomura Holdings
Japan
$571M -$17.7M 29 2.41% Reduced
315
ACM
American Capital Management
New York
$568M -$192K 14 26.34% Reduced
316
LPL Financial
LPL Financial
California
$566M +$34.9M 71 1.29% Increased
317
Capital Guardian Trust
Capital Guardian Trust
California
$565M -$9.7M 14 7.5% Reduced
318
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$563M -$20.5M 43 6.66% Reduced
319
RC
RGM Capital
Florida
$548M +$53.1M 7 37.19% Increased
320
USS Investment Management
USS Investment Management
United Kingdom
$547M $0 3 6.15% Maintained
321
CCI
Columbus Circle Investors
$546M +$16.3M 13 13.9% Increased
322
Suntrust Banks
Suntrust Banks
Georgia
$541M +$2.11M 44 2.85% Increased
323
Arizona State Retirement System
Arizona State Retirement System
Arizona
$541M -$27.4M 49 6.43% Reduced
324
AAM
Ardevora Asset Management
United Kingdom
$533M +$8.71M 15 13.93% Increased
325
SCM
Suvretta Capital Management
New York
$529M +$5.74M 2 15.31% Increased
11 12
13
14 15