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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
351
TGCM
Tukman Grossman Capital Management
California
$259M -$2.93M 2 13.07% Reduced
352
IRF
IBM Retirement Fund
New York
$257M -$142M 31 5.1% Reduced
353
MAMU
Marathon Asset Management (UK)
United Kingdom
$256M +$3.32M 4 6.57% Increased
354
Two Sigma Investments
Two Sigma Investments
New York
$256M -$167M 27 1.37% Reduced
355
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$256M -$54.5M 15 1.06% Reduced
356
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$256M +$22M 15 3.06% Increased
357
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$255M +$6.2M 20 0.89% Increased
358
Thomaspartners
Thomaspartners
Massachusetts
$252M -$25M 6 6.05% Reduced
359
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$251M -$38.1M 24 4.73% Reduced
360
Numeric Investors
Numeric Investors
Massachusetts
$250M +$29.3M 11 4.26% Increased
361
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$248M -$38.2M 6 3.59% Reduced
362
PHS
PFM Health Sciences
California
$246M +$1.58M 4 4.45% Increased
363
Granahan Investment Management
Granahan Investment Management
Massachusetts
$245M -$70.1K 13 6.6% Reduced
364
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$245M +$18M 24 4.47% Increased
365
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$244M -$7.79M 26 5.14% Reduced
366
DCM
Daruma Capital Management
New York
$241M -$8.79M 6 9.56% Reduced
367
FQ
First Quadrant
California
$241M +$1.46M 20 5.46% Increased
368
Nicholas Company
Nicholas Company
Wisconsin
$240M +$39.1M 14 5.8% Increased
369
CI Global Investments
CI Global Investments
California
$240M +$85M 6 6.37% Increased
370
Analytic Investors
Analytic Investors
California
$238M +$14M 14 3.62% Increased
371
Castleark Management
Castleark Management
Illinois
$237M +$93.7M 14 6.74% Increased
372
CC
Carlson Capital
Texas
$237M -$146M 10 2.76% Reduced
373
Causeway Capital Management
Causeway Capital Management
California
$237M +$38.1M 3 10.66% Increased
374
USS Investment Management
USS Investment Management
United Kingdom
$236M -$83.4M 2 4.26% Reduced
375
CIP
Champlain Investment Partners
Vermont
$236M +$4.86M 5 4.06% Increased