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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	Rafferty Asset Management New York	$934M	+$138M	58	6.38%	Increased
327	Longview Partners St Peter Port, Guernsey	$932M	-$171M	1	4.95%	Reduced
328	Sarasin & Partners London, United Kingdom	$929M	+$142M	11	10.96%	Increased
329	AKO Capital London, United Kingdom	$908M	-$17.1M	5	11.22%	Reduced
330	RC Raine Capital New York	$903M	+$1.02B	1	44.23%	Increased
331	M&G Investment Management London, United Kingdom	$895M	-$67.4M	21	2.81%	Reduced
332	MetLife Investment Management Whippany, New Jersey	$895M	-$26M	82	8.19%	Reduced
333	Comgest Global Investors Paris, France	$893M	+$260M	6	13.67%	Increased
334	FAM Foxhaven Asset Management Charlottesville, Virginia	$890M	+$154M	5	25.73%	Increased
335	HA HHLR Advisors Grand Cayman, Cayman Islands	$890M	-$429M	3	8.8%	Reduced
336	RC RGM Capital Naples, Florida	$889M	+$194M	9	38.91%	Increased
337	Zurich Insurance Group Zurich, Switzerland	$888M	-$176M	8	12.72%	Reduced
338	MSL Mackay Shields LLC New York	$884M	-$257M	64	6.45%	Reduced
339	CIBC Asset Management Toronto, Ontario, Canada	$877M	+$55.1M	73	3.73%	Increased
340	LT Lindsell Train London, United Kingdom	$872M	+$7.24M	4	12.28%	Increased
341	C WorldWide Group Copenhagen, Denmark	$868M	-$20.9M	8	8.5%	Reduced
342	WCM Investment Management Laguna Beach, California	$866M	-$631M	18	2.37%	Reduced
343	British Columbia Investment Management Victoria, British Columbia, Canada	$862M	-$6.92M	56	6.21%	Reduced
344	ACM American Capital Management New York	$861M	+$1.43M	16	26.03%	Increased
345	MVIP Mar Vista Investment Partners Los Angeles, California	$861M	+$34.5M	7	19.92%	Increased
346	Marshall Wace London, United Kingdom	$851M	+$217M	90	3.9%	Increased
347	TCM Tybourne Capital Management Hong Kong	$848M	-$304M	5	18.63%	Reduced
348	CBT Capital Bank & Trust Irvine, California	$837M	-$63M	22	9.94%	Reduced
349	CCLA Investment Management London, United Kingdom	$837M	+$231M	9	16.74%	Increased
350	Balyasny Asset Management Chicago, Illinois	$834M	-$149M	65	4.11%	Reduced