← All themes

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	Valley Forge Capital Management Miami, Florida	$1.61B	-$23M	2	35.61%	Reduced
327	Clear Street New York	$1.6B	+$147M	7	6.4%	Increased
328	Virginia Retirement Systems Richmond, Virginia	$1.6B	-$1.71M	56	11.07%	Reduced
329	Local Pensions Partnership Investment London, United Kingdom	$1.6B	-$44.5M	11	29.56%	Reduced
330	Mirova US Boston, Massachusetts	$1.59B	+$186M	5	16.42%	Increased
331	TimesSquare Capital Management New York	$1.57B	+$38.9M	24	22.7%	Increased
332	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.57B	+$52.5M	16	20.04%	Increased
333	Jupiter Asset Management London, United Kingdom	$1.56B	+$371M	39	12.98%	Increased
334	Ossiam Paris, France	$1.54B	+$726M	52	17.34%	Increased
335	Boston Trust Walden Boston, Massachusetts	$1.53B	-$28.7M	26	10.95%	Reduced
336	Fjarde Ap-fonden Stockholm, Sweden	$1.52B	+$210M	46	14.04%	Increased
337	Guggenheim Capital Chicago, Illinois	$1.5B	+$155M	64	11.92%	Increased
338	Wellcome Trust London, United Kingdom	$1.5B	+$32M	3	17.3%	Increased
339	MML Investors Services Springfield, Massachusetts	$1.5B	+$80M	72	4.32%	Increased
340	IFM Investors Melbourne, Australia	$1.5B	+$45.5M	43	14.25%	Increased
341	Scotia Capital Toronto, Ontario, Canada	$1.49B	+$18.6M	30	7.03%	Increased
342	LBP AM Paris, France	$1.49B	-$117M	39	20.92%	Reduced
343	Capital International Inc Los Angeles, California	$1.49B	+$138M	16	14.43%	Increased
344	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$1.48B	-$26M	46	14.56%	Reduced
345	NMO Newlands Management Operations Dallas, Texas	$1.47B	-$156M	9	7.75%	Reduced
346	Stockbridge Partners Boston, Massachusetts	$1.47B	-$78.3M	4	28.69%	Reduced
347	Pzena Investment Management New York	$1.46B	+$15M	3	4.76%	Increased
348	Jones Financial Companies Des Peres, Missouri	$1.46B	+$203M	125	1.11%	Increased
349	Diamond Hill Capital Management Columbus, Ohio	$1.44B	+$249M	9	6.63%	Increased
350	Capital Group Private Client Services Los Angeles, California	$1.44B	-$8.27M	12	12.48%	Reduced