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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
Amalgamated Bank
Amalgamated Bank
New York
$1.04B -$22.3M 166 9.71% Reduced
302
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.04B +$447M 22 11.86% Increased
303
C WorldWide Group
C WorldWide Group
Denmark
$1.03B +$17.5M 10 12.9% Increased
304
USS Investment Management
USS Investment Management
United Kingdom
$1.03B -$31M 59 10.25% Reduced
305
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.02B -$205M 51 8.62% Reduced
306
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.02B +$26.9M 69 4.6% Increased
307
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02B -$970M 68 4.51% Reduced
308
AKO Capital
AKO Capital
United Kingdom
$1.01B +$129M 4 14.15% Increased
309
Railway Pension Investments
Railway Pension Investments
United Kingdom
$1.01B -$260M 22 9.84% Reduced
310
EC
Eminence Capital
New York
$992M +$57.1M 10 19.7% Increased
311
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$986M +$101M 31 11.29% Increased
312
London Company of Virginia
London Company of Virginia
Virginia
$979M -$37.7M 7 5.99% Reduced
313
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$978M +$41.9M 28 11.04% Increased
314
Troy Asset Management
Troy Asset Management
United Kingdom
$973M -$17.9M 5 20% Reduced
315
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$973M -$65M 72 5.91% Reduced
316
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$970M -$193M 61 9.2% Reduced
317
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$970M -$348M 40 9.04% Reduced
318
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$968M +$19.6M 74 3.92% Increased
319
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$959M +$36M 7 12.04% Increased
320
Stockbridge Partners
Stockbridge Partners
Massachusetts
$958M +$106M 4 25.09% Increased
321
Sarasin & Partners
Sarasin & Partners
United Kingdom
$955M -$70.3M 5 12.04% Reduced
322
LT
Lindsell Train
United Kingdom
$943M +$58.1M 5 18.48% Increased
323
Holocene Advisors
Holocene Advisors
New York
$936M -$817M 55 5.65% Reduced
324
Comgest Global Investors
Comgest Global Investors
France
$928M -$23.4M 6 18.21% Reduced
325
CCG
Clearlake Capital Group
California
$927M +$513M 2 61.86% Increased