← 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
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.27B -$4.84M 50 11.7% Reduced
302
Guggenheim Capital
Guggenheim Capital
Illinois
$1.26B -$25.8M 73 7.56% Reduced
303
M&T Bank
M&T Bank
New York
$1.25B +$9.1M 91 5.65% Increased
304
London Company of Virginia
London Company of Virginia
Virginia
$1.24B -$87.6M 6 6.82% Reduced
305
CH
Cannae Holdings
Nevada
$1.24B -$105M 1 37.06% Reduced
306
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$1.23B -$92M 7 12.08% Reduced
307
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.22B +$91.1M 12 17.36% Increased
308
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.22B -$35.8M 27 10.78% Reduced
309
Comerica Bank
Comerica Bank
Texas
$1.21B -$163M 88 7.31% Reduced
310
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.21B +$855M 2 5.22% Increased
311
SV
Sapphire Ventures
Texas
$1.21B +$91.2M 8 94.29% Increased
312
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.2B +$39M 28 4.63% Increased
313
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.19B -$158M 5 3.81% Reduced
314
USS Investment Management
USS Investment Management
United Kingdom
$1.19B +$275M 53 10.04% Increased
315
Sculptor Capital
Sculptor Capital
New York
$1.18B +$130M 7 9.77% Increased
316
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.18B -$25.9M 83 7.61% Reduced
317
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.18B +$49.5M 73 5.04% Increased
318
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.18B +$355M 21 9.32% Increased
319
Marshall Wace
Marshall Wace
United Kingdom
$1.18B +$286M 102 4.89% Increased
320
HCM
HMI Capital Management
California
$1.17B -$51.9M 4 35.1% Reduced
321
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.17B -$12.9M 11 11.8% Reduced
322
PIMC
Praesidium Investment Management Company
New York
$1.17B +$37.2M 10 64.58% Increased
323
Granahan Investment Management
Granahan Investment Management
Massachusetts
$1.16B -$36.9M 18 22.04% Reduced
324
Comgest Global Investors
Comgest Global Investors
France
$1.16B -$5.14M 7 15.19% Reduced
325
Pendal Group
Pendal Group
Australia
$1.14B -$198M 45 9.44% Reduced