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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
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$848M -$87.8M 16 17.02% Reduced
327
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$848M +$83.4M 43 6.88% Increased
328
Natixis
Natixis
France
$846M +$356M 41 6.22% Increased
329
Troy Asset Management
Troy Asset Management
United Kingdom
$836M +$35.8M 5 20.26% Increased
330
CBT
Capital Bank & Trust
California
$832M -$12.1M 18 11.2% Reduced
331
Veritas Asset Management
Veritas Asset Management
United Kingdom
$831M +$1.83M 2 5.77% Increased
332
SV
Sapphire Ventures
Texas
$828M +$757M 4 100% Increased
333
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$824M +$23.7M 61 4.7% Increased
334
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$821M -$26.7M 47 8.51% Reduced
335
ACM
American Capital Management
New York
$817M -$42.4M 16 30.03% Reduced
336
M&G Investment Management
M&G Investment Management
United Kingdom
$809M -$90.2M 24 8.06% Reduced
337
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$786M -$170K 47 11.07% Reduced
338
Boston Trust Walden
Boston Trust Walden
Massachusetts
$785M +$15.8M 25 9.77% Increased
339
SRS Investment Management
SRS Investment Management
New York
$782M -$49.6M 8 14.45% Reduced
340
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$780M +$83.6M 54 6.41% Increased
341
VanEck Associates
VanEck Associates
New York
$777M -$76.7M 25 2.47% Reduced
342
C WorldWide Group
C WorldWide Group
Denmark
$776M +$5.48M 7 8.73% Increased
343
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$774M -$80.8M 51 8.81% Reduced
344
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$770M +$39.7M 71 8.73% Increased
345
Balyasny Asset Management
Balyasny Asset Management
Illinois
$767M +$252M 59 5.62% Increased
346
Artemis Investment Management
Artemis Investment Management
United Kingdom
$765M -$136M 19 9.61% Reduced
347
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$756M +$74.8M 66 3.86% Increased
348
Eventide Asset Management
Eventide Asset Management
Massachusetts
$749M +$84M 16 14.67% Increased
349
LT
Lindsell Train
United Kingdom
$748M -$50.8M 4 12.15% Reduced
350
Marshall Wace
Marshall Wace
United Kingdom
$748M +$156M 60 4.79% Increased