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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$689M +$91.2M 56 8.99% Increased
302
ACM
American Capital Management
New York
$686M +$7.66M 16 28.74% Increased
303
London Company of Virginia
London Company of Virginia
Virginia
$685M +$42.9M 6 5.28% Increased
304
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$680M +$63M 42 6.68% Increased
305
Elliott Management
Elliott Management
New York
$677M -$95.7M 2 5.72% Reduced
306
OCBV
Ownership Capital B.V.
Netherlands
$673M +$114M 5 25.32% Increased
307
SI
SQN Investors
California
$672M +$97.5M 7 61.98% Increased
308
D1 Capital Partners
D1 Capital Partners
New York
$666M -$335M 5 9.77% Reduced
309
Natixis
Natixis
France
$664M -$209M 29 4.11% Reduced
310
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$661M +$112M 6 13.97% Increased
311
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$659M +$1.93M 43 10.22% Increased
312
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$654M +$33.2M 59 2.49% Increased
313
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$650M -$55.3M 13 10.23% Reduced
314
BI
BlueSpruce Investments
Illinois
$642M +$110M 2 22.52% Increased
315
RC
RGM Capital
Florida
$640M +$40.5M 7 36.6% Increased
316
SG Americas Securities
SG Americas Securities
New York
$635M +$258M 94 5.79% Increased
317
VanEck Associates
VanEck Associates
New York
$632M +$204M 21 2.44% Increased
318
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$631M -$16.6M 40 6.79% Reduced
319
SCM
Suvretta Capital Management
New York
$629M -$59M 3 14.29% Reduced
320
Commerce Bank
Commerce Bank
Missouri
$626M -$8.14M 44 5.96% Reduced
321
Farallon Capital Management
Farallon Capital Management
California
$625M +$200M 2 4.22% Increased
322
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$623M -$4.17M 19 5.54% Reduced
323
PineBridge Investments
PineBridge Investments
New York
$617M -$4.47M 35 9.49% Reduced
324
C WorldWide Group
C WorldWide Group
Denmark
$617M -$490K 3 7.37% Reduced
325
Arizona State Retirement System
Arizona State Retirement System
Arizona
$617M -$5.48M 54 7.43% Reduced
11 12
13
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