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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	Nomura Holdings Tokyo, Japan	$1.21B	+$562M	75	3.07%	Increased
327	Capital International Inc Los Angeles, California	$1.21B	-$61.9M	24	11.21%	Reduced
328	Första AP-fonden Stockholm, Sweden	$1.21B	+$31.4M	50	12.15%	Increased
329	AAM Ardevora Asset Management London, United Kingdom	$1.2B	+$488M	18	12.82%	Increased
330	London Company of Virginia Richmond, Virginia	$1.2B	-$191M	7	6.06%	Reduced
331	Voloridge Investment Management Jupiter, Florida	$1.2B	+$81.6M	79	6.55%	Increased
332	CIBC Asset Management Toronto, Ontario, Canada	$1.19B	+$21.9M	95	4.37%	Increased
333	CIBC World Markets New York	$1.18B	+$171M	36	6.29%	Increased
334	Geneva Capital Management Milwaukee, Wisconsin	$1.17B	-$17.8M	24	18.86%	Reduced
335	CCLA Investment Management London, United Kingdom	$1.16B	-$82.3M	10	19.08%	Reduced
336	Hotchkis & Wiley Capital Management Los Angeles, California	$1.16B	-$152M	5	3.66%	Reduced
337	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.15B	+$44M	62	15%	Increased
338	PIMC Praesidium Investment Management Company New York	$1.15B	-$40.4M	9	64.28%	Reduced
339	Stephens Investment Management Group Houston, Texas	$1.14B	+$45.2M	33	14.72%	Increased
340	Segall Bryant & Hamill Chicago, Illinois	$1.14B	-$4.11M	46	10.52%	Reduced
341	Pendal Group Sydney, Australia	$1.14B	-$158M	45	9.09%	Reduced
342	Zurich Insurance Group Zurich, Switzerland	$1.13B	+$3.05M	8	12.77%	Increased
343	Sculptor Capital New York	$1.12B	-$28.7M	6	9.49%	Reduced
344	IVMX Institutional Venture Management XVI Menlo Park, California	$1.11B	+$604M	3	80.4%	Increased
345	CAM Contour Asset Management New York	$1.11B	+$343M	12	40%	Increased
346	SI Standard Investments New York	$1.11B	-$55.3M	5	28.25%	Reduced
347	Mirova US Boston, Massachusetts	$1.1B	+$81.8M	5	20.72%	Increased
348	MetLife Investment Management Whippany, New Jersey	$1.09B	-$31.7M	100	8.97%	Reduced
349	ACM American Capital Management New York	$1.09B	+$26.5M	16	28.07%	Increased
350	ING Group Amsterdam, Netherlands	$1.09B	+$186M	41	9.72%	Increased