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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.87B -$40M 106 1.25% Reduced
302
Alphinity Investment Management
Alphinity Investment Management
Australia
$1.86B +$142M 4 18.2% Increased
303
Clear Street
Clear Street
New York
$1.86B +$153M 9 6.36% Increased
304
AGF Management
AGF Management
Ontario, Canada
$1.85B -$267M 32 8.16% Reduced
305
MIM
Meridiem Investment Management
United Kingdom
$1.85B +$101M 8 35.37% Increased
306
Harding Loevner
Harding Loevner
New Jersey
$1.84B -$115M 8 13.53% Reduced
307
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.84B +$4.94M 17 14.66% Increased
308
Amalgamated Bank
Amalgamated Bank
New York
$1.83B +$22.1M 141 13.07% Increased
309
Capital International Inc
Capital International Inc
California
$1.82B +$218M 16 14.58% Increased
310
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.81B +$591M 89 3.02% Increased
311
Congress Asset Management
Congress Asset Management
Massachusetts
$1.8B +$9.59M 33 11.96% Increased
312
DF Dent & Co
DF Dent & Co
Maryland
$1.78B -$30.4M 30 22.96% Reduced
313
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$1.77B +$183M 10 30.23% Increased
314
Jones Financial Companies
Jones Financial Companies
Missouri
$1.75B +$193M 135 1.19% Increased
315
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.75B +$15.5M 5 23.03% Increased
316
SC US (TTGP)
SC US (TTGP)
California
$1.7B +$1.71B 4 10.49% Increased
317
Riverbridge Partners
Riverbridge Partners
Minnesota
$1.69B -$166M 28 28.6% Reduced
318
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.69B -$15.2M 103 6.45% Reduced
319
AKO Capital
AKO Capital
United Kingdom
$1.69B -$192M 6 23.98% Reduced
320
SCGE Management
SCGE Management
California
$1.67B -$213M 8 32.6% Reduced
321
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.65B -$217M 46 9.42% Reduced
322
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.64B -$358M 11 11.73% Reduced
323
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.63B -$51.2M 15 19.28% Reduced
324
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$1.62B +$617M 21 15.95% Increased
325
Brookfield Corp
Brookfield Corp
Ontario, Canada
$1.61B -$41.2M 2 1.88% Reduced