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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	C WorldWide Group Copenhagen, Denmark	$1.26B	-$14.9M	9	17.15%	Reduced
302	LT Lindsell Train London, United Kingdom	$1.24B	-$157M	5	24.97%	Reduced
303	PineBridge Investments New York	$1.24B	-$100M	48	13.74%	Reduced
304	LSV Asset Management Chicago, Illinois	$1.24B	-$150M	19	2.88%	Reduced
305	Boston Trust Walden Boston, Massachusetts	$1.24B	+$26.2M	26	10.36%	Increased
306	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.22B	-$40.6M	2	19.03%	Reduced
307	Mirova US Boston, Massachusetts	$1.22B	+$38.5M	3	20.67%	Increased
308	Longview Partners St Peter Port, Guernsey	$1.22B	-$235M	2	8.63%	Reduced
309	Findlay Park Partners London, United Kingdom	$1.22B	-$124M	5	13.07%	Reduced
310	Quilter Plc London, United Kingdom	$1.21B	+$3.26M	15	4.79%	Increased
311	Första AP-fonden Stockholm, Sweden	$1.19B	+$5.52M	48	13.3%	Increased
312	Soroban Capital Partners New York	$1.17B	-$135M	1	17.37%	Reduced
313	Pzena Investment Management New York	$1.16B	-$181M	4	4.98%	Reduced
314	Commerce Bank Kansas City, Missouri	$1.15B	+$18.7M	60	9.08%	Increased
315	Vontobel Holding Zurich, Switzerland	$1.14B	+$40.3M	64	10.51%	Increased
316	PEP Providence Equity Partners Providence, Rhode Island	$1.14B	-$427M	1	70.8%	Reduced
317	Menora Mivtachim Holdings Ramat Gan, Israel	$1.13B	+$22.8M	4	10.28%	Increased
318	TimesSquare Capital Management New York	$1.13B	+$7.97M	27	17.57%	Increased
319	CIBC World Markets New York	$1.12B	-$338M	38	11.01%	Reduced
320	Cerity Partners New York	$1.12B	-$313M	53	5.43%	Reduced
321	Montrusco Bolton Investments Montreal, Quebec, Canada	$1.11B	+$99M	5	16.17%	Increased
322	Valley Forge Capital Management Miami, Florida	$1.11B	$0	3	37.75%	Maintained
323	UniSuper Management Melbourne, Victoria, Australia	$1.11B	+$20.4M	57	13.56%	Increased
324	Stephens Investment Management Group Houston, Texas	$1.1B	-$20.9M	35	17.98%	Reduced
325	GAM GuardCap Asset Management London, United Kingdom	$1.08B	-$49.6M	3	15.04%	Reduced