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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.8B -$276M 47 10.49% Reduced
302
Congress Asset Management
Congress Asset Management
Massachusetts
$1.79B -$39.9M 33 12.31% Reduced
303
Axiom Investors
Axiom Investors
Connecticut
$1.79B +$602M 15 14.7% Increased
304
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.79B +$134M 5 22.87% Increased
305
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.78B +$288M 5 25.74% Increased
306
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$1.78B +$478M 8 23.68% Increased
307
MIM
Meridiem Investment Management
United Kingdom
$1.77B -$76.1M 7 32.21% Reduced
308
Erste Asset Management
Erste Asset Management
Austria
$1.77B +$448M 45 14.87% Increased
309
DSM Capital Partners
DSM Capital Partners
Florida
$1.75B +$43.2M 9 25.86% Increased
310
SCGE Management
SCGE Management
California
$1.74B +$470M 8 36.45% Increased
311
Amalgamated Bank
Amalgamated Bank
New York
$1.73B +$26.7M 144 13.38% Increased
312
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.73B -$349M 18 12.67% Reduced
313
AKRE Capital Management
AKRE Capital Management
Virginia
$1.72B +$25M 5 16.87% Increased
314
Alphinity Investment Management
Alphinity Investment Management
Australia
$1.71B -$362M 2 14.65% Reduced
315
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.7B +$192M 29 13.58% Increased
316
BCM
Brown Capital Management
Maryland
$1.7B -$127M 29 49.51% Reduced
317
Brookfield Corp
Brookfield Corp
Ontario, Canada
$1.66B -$12.3M 2 2.02% Reduced
318
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.66B -$294M 97 6.55% Reduced
319
Woodline Partners
Woodline Partners
California
$1.65B +$323M 73 8.71% Increased
320
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$1.64B -$96.9M 26 23.53% Reduced
321
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.63B +$121M 62 15.58% Increased
322
IEQ Capital
IEQ Capital
California
$1.63B +$178M 91 9.97% Increased
323
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.62B +$22.8M 19 21.4% Increased
324
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.62B -$53.6M 31 23.91% Reduced
325
RC
RGM Capital
Florida
$1.62B -$157M 14 65.5% Reduced