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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
VM
Valinor Management
New York
$254M +$84.5M 2 7.04% Increased
352
TCM
Tran Capital Management
California
$254M -$10.9M 4 4.78% Reduced
353
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$251M -$23.8M 22 5.37% Reduced
354
PIMC
Praesidium Investment Management Company
New York
$251M -$45.4M 3 22.88% Reduced
355
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$251M -$14.2M 7 3.47% Reduced
356
CCM
Cornerstone Capital Management
Minnesota
$249M +$78.6M 3 8.15% Increased
357
Nomura Asset Management
Nomura Asset Management
Japan
$249M +$6.07M 24 4.4% Increased
358
Glenview Capital Management
Glenview Capital Management
New York
$248M +$43.1M 1 1.3% Increased
359
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$246M -$4.35M 24 5.24% Reduced
360
SCCM
Schafer Cullen Capital Management
New York
$244M -$10.1M 2 2.33% Reduced
361
GAM
GVO Asset Management
Switzerland
$244M $0 2 25.59% Maintained
362
USS Investment Management
USS Investment Management
United Kingdom
$242M $0 2 4.24% Maintained
363
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$241M -$29.5M 16 5.43% Reduced
364
John W. Bristol & Co
John W. Bristol & Co
New York
$239M -$8.92M 2 4.29% Reduced
365
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$238M +$27.7M 16 0.96% Increased
366
Castleark Management
Castleark Management
Illinois
$237M +$28.4M 14 6.74% Increased
367
MAM
Marketfield Asset Management
New York
$235M -$94.4M 2 2.22% Reduced
368
TGCM
Tukman Grossman Capital Management
California
$235M -$27M 2 11.18% Reduced
369
Numeric Investors
Numeric Investors
Massachusetts
$233M +$54.2M 17 3.45% Increased
370
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$233M -$115M 17 3.88% Reduced
371
Granahan Investment Management
Granahan Investment Management
Massachusetts
$231M -$1.75M 13 7.14% Reduced
372
Abrams Capital Management
Abrams Capital Management
Massachusetts
$231M +$69.6M 1 13.66% Increased
373
NCGI
Next Century Growth Investors
Minnesota
$229M -$93.7M 15 8.1% Reduced
374
Select Equity Group
Select Equity Group
New York
$229M +$43.3M 5 2.36% Increased
375
HCM
Hoplite Capital Management
New York
$226M -$122M 2 5.77% Reduced
13 14
15
16 17