← 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
Rafferty Asset Management
Rafferty Asset Management
New York
$1.28B -$125M 55 7.61% Reduced
302
M&G Investment Management
M&G Investment Management
United Kingdom
$1.28B +$308M 27 2.5% Increased
303
EC
Eminence Capital
New York
$1.28B +$139M 9 14.5% Increased
304
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1.28B +$186M 33 11.16% Increased
305
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.27B +$30.4M 28 10.53% Increased
306
Rathbones Group
Rathbones Group
United Kingdom
$1.27B -$44.9M 20 12.98% Reduced
307
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.24B -$158M 70 6.07% Reduced
308
USS Investment Management
USS Investment Management
United Kingdom
$1.24B +$22.1M 59 10.13% Increased
309
UBS O'Connor
UBS O'Connor
Illinois
$1.24B +$1.02B 9 13.52% Increased
310
Squarepoint
Squarepoint
New York
$1.23B -$86M 113 5.26% Reduced
311
C WorldWide Group
C WorldWide Group
Denmark
$1.22B -$29.4M 10 13.34% Reduced
312
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.21B +$259M 67 6.85% Increased
313
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1.2B +$661M 214 11.46% Increased
314
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.19B -$76.8M 13 17.64% Reduced
315
Congress Asset Management
Congress Asset Management
Massachusetts
$1.19B +$53.9M 26 10.15% Increased
316
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.19B -$17.5M 53 11.71% Reduced
317
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.19B -$39.2M 65 5.07% Reduced
318
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.18B -$380M 44 4.7% Reduced
319
Troy Asset Management
Troy Asset Management
United Kingdom
$1.18B -$12.5M 5 21.05% Reduced
320
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$1.17B -$15.4M 7 12.39% Reduced
321
AKO Capital
AKO Capital
United Kingdom
$1.16B +$270M 4 12.54% Increased
322
Comgest Global Investors
Comgest Global Investors
France
$1.16B -$12.1M 6 18.16% Reduced
323
Vontobel Holding
Vontobel Holding
Switzerland
$1.16B +$65M 65 10.02% Increased
324
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.15B +$90.3M 92 4.05% Increased
325
ING Group
ING Group
Netherlands
$1.14B +$154M 32 11.51% Increased