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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
BCPEM
Bain Capital Public Equity Management
Massachusetts
$242M +$23.1M 3 5.87% Increased
352
SSM
Sound Shore Management
Connecticut
$242M -$31.5M 3 3.92% Reduced
353
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$241M -$1.97M 22 4.06% Reduced
354
PHS
PFM Health Sciences
California
$240M -$20.1M 3 4.8% Reduced
355
Granahan Investment Management
Granahan Investment Management
Massachusetts
$239M -$2.89M 14 6.99% Reduced
356
KCM
Kensico Capital Management
Connecticut
$239M +$13.4M 1 4.94% Increased
357
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$238M -$5.9M 24 4.97% Reduced
358
Munder Capital Management
Munder Capital Management
Michigan
$237M +$36.7M 13 1.69% Increased
359
John W. Bristol & Co
John W. Bristol & Co
New York
$235M -$35M 2 3.97% Reduced
360
DnB Asset Management
DnB Asset Management
Norway
$232M +$229M 8 4.9% New
361
SCCM
Schafer Cullen Capital Management
New York
$230M -$5.45M 2 2.12% Reduced
362
Nomura Asset Management
Nomura Asset Management
Japan
$230M -$1.62M 24 4.26% Reduced
363
MAMU
Marathon Asset Management (UK)
United Kingdom
$229M -$27.5M 4 5.66% Reduced
364
Nomura Holdings
Nomura Holdings
Japan
$229M -$40.8M 43 0.07% Reduced
365
USS Investment Management
USS Investment Management
United Kingdom
$228M -$20.2M 2 3.91% Reduced
366
GAM
GVO Asset Management
Switzerland
$225M +$225M 2 24.61% New
367
FQ
First Quadrant
California
$225M -$14.1M 25 4.99% Reduced
368
CCM
Conatus Capital Management
Connecticut
$223M +$14.6M 2 10.31% Increased
369
Congress Asset Management
Congress Asset Management
Massachusetts
$223M +$39.6M 12 5.67% Increased
370
UBS O'Connor
UBS O'Connor
Illinois
$223M +$80.6M 8 1.42% Increased
371
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$221M -$13.8M 16 6.31% Reduced
372
Sarasin & Partners
Sarasin & Partners
United Kingdom
$219M -$3.03M 3 3.07% Reduced
373
Two Sigma Advisers
Two Sigma Advisers
New York
$218M +$56.8M 33 1.7% Increased
374
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$217M -$4.2M 15 4.89% Reduced
375
CC
Carlson Capital
Texas
$217M -$24.6M 10 2.37% Reduced
13 14
15
16 17