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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
IAM
Iridian Asset Management
Connecticut
$411M +$116M 2 3.46% Increased
327
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$410M -$37.5M 32 3.52% Reduced
328
Capital Guardian Trust
Capital Guardian Trust
California
$407M +$73.4M 12 5.77% Increased
329
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$403M +$46.7M 39 2.46% Increased
330
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$401M +$7.47M 5 17% Increased
331
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$400M -$12.8M 16 9.41% Reduced
332
EARNEST Partners
EARNEST Partners
Georgia
$391M -$3.18M 44 3.75% Reduced
333
PGGM Investments
PGGM Investments
Netherlands
$390M -$248M 9 2.19% Reduced
334
Rockefeller Financial Services
Rockefeller Financial Services
New York
$389M -$64.3M 26 6.14% Reduced
335
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$388M +$237M 11 10.11% Increased
336
Third Point
Third Point
New York
$388M +$378M 1 2.8% New
337
HCM
Hitchwood Capital Management
New York
$388M +$97.8M 7 14.55% Increased
338
ACM
American Capital Management
New York
$387M +$18.9M 15 23.3% Increased
339
H
Hexavest
Quebec, Canada
$387M +$85.4M 7 4.42% Increased
340
FQ
First Quadrant
California
$384M -$32.5M 43 7.2% Reduced
341
IVA
International Value Advisers
$383M -$53.6M 3 11.01% Reduced
342
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$383M -$5.47M 35 5.77% Reduced
343
Moore Capital Management
Moore Capital Management
New York
$380M +$62.1M 8 6.91% Increased
344
LT
Lindsell Train
United Kingdom
$377M +$3.2M 1 10.85% Increased
345
Nicholas Company
Nicholas Company
Wisconsin
$376M -$44.8M 19 8.18% Reduced
346
CCM
Criterion Capital Management
California
$375M -$290M 6 22.54% Reduced
347
SGAM
Smith Group Asset Management
Texas
$374M +$24.5M 13 11.74% Increased
348
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$367M -$12.7M 55 4.32% Reduced
349
ASP
Adams Street Partners
Illinois
$366M +$164M 3 86.93% Increased
350
Saturna Capital
Saturna Capital
Washington
$358M -$12.2M 9 10.96% Reduced
12 13
14
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