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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 Stockholm, Sweden	$1.23B	-$61.8M	50	11.31%	Reduced
302	Pendal Group Sydney, Australia	$1.23B	-$506M	42	11.25%	Reduced
303	Rathbones Group Liverpool, United Kingdom	$1.22B	-$89.3M	22	13.59%	Reduced
304	M&T Bank Buffalo, New York	$1.2B	-$60.2M	88	5.29%	Reduced
305	British Columbia Investment Management Victoria, British Columbia, Canada	$1.2B	+$232M	61	7.4%	Increased
306	Stephens Investment Management Group Houston, Texas	$1.2B	+$5.01M	31	16.46%	Increased
307	Boston Trust Walden Boston, Massachusetts	$1.2B	+$3.96M	27	10.65%	Increased
308	Beutel, Goodman & Co Toronto, Ontario, Canada	$1.19B	+$39M	4	7.07%	Increased
309	Boston Partners Boston, Massachusetts	$1.19B	-$74.6M	10	1.51%	Reduced
310	Geneva Capital Management Milwaukee, Wisconsin	$1.18B	-$32.2M	24	19.27%	Reduced
311	Eventide Asset Management Boston, Massachusetts	$1.17B	+$52.5M	17	15.77%	Increased
312	Swiss Life Asset Management Zurich,	$1.17B	+$2.81M	29	11.8%	Increased
313	Voloridge Investment Management Jupiter, Florida	$1.16B	-$51.5M	92	8.01%	Reduced
314	Holocene Advisors New York	$1.15B	-$151M	50	6.51%	Reduced
315	Capital International Inc Los Angeles, California	$1.15B	-$50.5M	23	10.28%	Reduced
316	Sarasin & Partners London, United Kingdom	$1.15B	+$124M	11	12.02%	Increased
317	CH Cannae Holdings Las Vegas, Nevada	$1.15B	-$181M	1	35.13%	Reduced
318	IVGAI Index Venture Growth Associates I St Helier, Channel Islands, Jersey	$1.14B	+$1.1B	1	96.02%	New
319	PIMC Praesidium Investment Management Company New York	$1.14B	-$12.5M	9	60.82%	Reduced
320	Troy Asset Management London, United Kingdom	$1.13B	-$21.7M	4	19.27%	Reduced
321	MG Meritage Group San Francisco, California	$1.12B	+$62.1M	5	21%	Increased
322	RC RGM Capital Naples, Florida	$1.12B	+$140M	9	51.66%	Increased
323	Congress Asset Management Boston, Massachusetts	$1.11B	-$31.5M	25	9.32%	Reduced
324	PGGM Investments Zeist, Netherlands	$1.11B	-$250M	26	4.71%	Reduced
325	Amalgamated Bank New York	$1.11B	+$748M	113	8.89%	Increased