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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
Rafferty Asset Management
New York
$1.14B +$17.2M 60 7.78% Increased
327
Capital International Inc
Capital International Inc
California
$1.14B -$93.9M 24 10.97% Reduced
328
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.14B -$291M 1 5.4% Reduced
329
Geneva Capital Management
Geneva Capital Management
Wisconsin
$1.13B -$51.2M 24 19.08% Reduced
330
PGGM Investments
PGGM Investments
Netherlands
$1.12B -$27.1M 24 5.8% Reduced
331
Troy Asset Management
Troy Asset Management
United Kingdom
$1.12B -$61M 4 21.12% Reduced
332
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$1.12B -$64.7M 32 15.17% Reduced
333
Squarepoint
Squarepoint
New York
$1.11B +$155M 107 3.19% Increased
334
Commerce Bank
Commerce Bank
Missouri
$1.11B +$2.29M 57 7.84% Increased
335
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.11B -$19M 27 11.56% Reduced
336
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$1.1B +$14.5M 44 10.55% Increased
337
SIMS
SPT Invest Management Sarl
Luxembourg
$1.1B -$1.11B 1 81.64% Reduced
338
Amalgamated Bank
Amalgamated Bank
New York
$1.09B -$59.6M 114 9.22% Reduced
339
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09B +$23.7M 3 3.62% Increased
340
Stockbridge Partners
Stockbridge Partners
Massachusetts
$1.09B +$66.4M 6 22.5% Increased
341
CCLA Investment Management
CCLA Investment Management
United Kingdom
$1.09B +$56.4M 10 18.06% Increased
342
SP
Summit Partners
Massachusetts
$1.09B +$925M 2 37.58% Increased
343
SI
Standard Investments
New York
$1.08B -$67.2M 5 33.19% Reduced
344
Första AP-fonden
Första AP-fonden
Sweden
$1.06B +$59.7M 47 11.98% Increased
345
RC
RGM Capital
Florida
$1.06B -$88.6M 9 51.75% Reduced
346
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.05B -$10.7M 88 4.24% Reduced
347
FAM
Foxhaven Asset Management
Virginia
$1.04B -$84.8M 6 30.08% Reduced
348
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.04B -$82.7M 8 12.46% Reduced
349
PineBridge Investments
PineBridge Investments
New York
$1.04B +$39.4M 51 12.45% Increased
350
Martingale Asset Management
Martingale Asset Management
Massachusetts
$1.04B -$294M 48 13.56% Reduced
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