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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
326
Baird
Baird
Wisconsin
$292M +$53.1M 21 4.23% Increased
327
Coatue Management
Coatue Management
New York
$289M +$259M 3 5.11% Increased
328
ICM
IronBridge Capital Management
Illinois
$284M +$21M 9 6.18% Increased
329
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$281M +$13.1M 22 5.59% Increased
330
Findlay Park Partners
Findlay Park Partners
United Kingdom
$281M -$62.6M 5 3.18% Reduced
331
TCM
Tetrem Capital Management
Manitoba, Canada
$280M -$2.88M 6 7.61% Reduced
332
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$280M -$16.9M 14 2.44% Reduced
333
TSU
TD Securities (USA)
New York
$277M -$23.7M 14 4.95% Reduced
334
DAC
Dividend Assets Capital
South Carolina
$277M +$11M 6 8.19% Increased
335
SC
Stralem & Co
New York
$276M -$14.5M 4 8.73% Reduced
336
Victory Capital Management
Victory Capital Management
Texas
$275M -$35M 9 1.87% Reduced
337
PIMC
Praesidium Investment Management Company
New York
$274M +$13.2M 3 25.26% Increased
338
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$274M -$1.07M 32 1.62% Reduced
339
Tocqueville Asset Management
Tocqueville Asset Management
New York
$273M -$8.69M 36 3.59% Reduced
340
Nomura Holdings
Nomura Holdings
Japan
$271M +$79.2M 42 0.08% Increased
341
RS Investment Management
RS Investment Management
California
$269M -$64M 15 1.58% Reduced
342
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$268M +$4.14M 23 5.23% Increased
343
Welch & Forbes
Welch & Forbes
Massachusetts
$267M -$7.27M 12 8.45% Reduced
344
Edge Asset Management
Edge Asset Management
Washington
$264M +$4.29M 10 2.8% Increased
345
OP
Oldfield Partners
United Kingdom
$264M -$95.6M 1 12.63% Reduced
346
SA
SQ Advisors
Florida
$264M +$21.3M 1 11.48% Increased
347
SAM
Shell Asset Management
Netherlands
$264M +$2.6M 28 4.38% Increased
348
Scout Investments
Scout Investments
Missouri
$261M +$17.6M 7 2.99% Increased
349
John W. Bristol & Co
John W. Bristol & Co
New York
$260M -$155M 2 4.55% Reduced
350
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$260M +$22.5M 27 4.12% Increased
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