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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
TCM
Tybourne Capital Management
Hong Kong
$538M -$88.2M 2 19.12% Reduced
327
RC
RGM Capital
Florida
$538M +$12.2M 7 38.81% Increased
328
C WorldWide Group
C WorldWide Group
Denmark
$533M -$12.6M 3 6.62% Reduced
329
SCM
Suvretta Capital Management
New York
$531M -$15M 2 11.24% Reduced
330
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$528M +$77.5M 42 7.31% Increased
331
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$525M -$114M 17 5.05% Reduced
332
Commerce Bank
Commerce Bank
Missouri
$518M -$3.65M 42 5.81% Reduced
333
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$518M +$80.7M 41 8.86% Increased
334
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$517M +$7.31M 37 8.63% Increased
335
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$517M -$97.5M 13 5.52% Reduced
336
SGAM
Smith Group Asset Management
Texas
$513M +$40M 14 17.22% Increased
337
CRC
Cedar Rock Capital
United Kingdom
$511M -$34.8M 1 12.09% Reduced
338
Saturna Capital
Saturna Capital
Washington
$508M +$4.39M 13 14.91% Increased
339
Swiss Life Asset Management
Swiss Life Asset Management
$507M -$2.9M 26 6.12% Reduced
340
AWM
Ashmore Wealth Management
Delaware
$505M -$39.7M 7 32.95% Reduced
341
IHG
Insight Holdings Group
New York
$500M -$269M 1 27.36% Reduced
342
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$499M +$25.2M 53 3.83% Increased
343
PGGM Investments
PGGM Investments
Netherlands
$496M +$118M 9 2.49% Increased
344
Comgest Global Investors
Comgest Global Investors
France
$496M +$58.1M 6 10.78% Increased
345
Pzena Investment Management
Pzena Investment Management
New York
$494M -$37.8M 3 2.61% Reduced
346
Gotham Asset Management
Gotham Asset Management
New York
$493M +$133M 60 7.86% Increased
347
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$492M +$22.1M 75 10.13% Increased
348
GHCM
Glen Harbor Capital Management
California
$491M +$39.2M 72 10.25% Increased
349
CCI
Columbus Circle Investors
$490M -$102M 17 13.08% Reduced
350
Rockefeller Capital Management
Rockefeller Capital Management
New York
$490M -$24.2M 60 6.83% Reduced
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