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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
SGAM
Smith Group Asset Management
Texas
$305M -$58.8M 11 8.94% Reduced
352
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$305M -$80.8M 15 3.51% Reduced
353
GH
GAM Holding
Switzerland
$304M +$12.3M 36 5.34% Increased
354
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$304M +$7.73M 18 5.7% Increased
355
DAC
Dividend Assets Capital
South Carolina
$299M -$30.4M 7 10.5% Reduced
356
CRM
Cramer Rosenthal McGlynn
Connecticut
$299M +$4.98M 10 4.43% Increased
357
Artemis Investment Management
Artemis Investment Management
United Kingdom
$298M +$76.7M 5 8.01% Increased
358
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$295M +$18.6M 21 4.11% Increased
359
SAM
Sawgrass Asset Management
Florida
$295M -$12.9M 9 13.77% Reduced
360
ASP
Adams Street Partners
Illinois
$294M -$61.2M 5 80.95% Reduced
361
ACM
American Capital Management
New York
$292M +$7.61M 14 22.6% Increased
362
MC
Maplelane Capital
New York
$291M +$81M 3 12.15% Increased
363
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$291M -$29.7M 6 3.43% Reduced
364
MVIP
Mar Vista Investment Partners
California
$289M +$30.2M 4 11.68% Increased
365
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$288M +$11.3M 34 2.07% Increased
366
CLM
ClearBridge LLC (Maryland)
Maryland
$287M -$79.3M 8 6.49% Reduced
367
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$286M -$35.7M 28 3.43% Reduced
368
CI Investments Inc
CI Investments Inc
Ontario, Canada
$284M +$41.7M 8 3.11% Increased
369
AAM
Ardevora Asset Management
United Kingdom
$283M +$39.4M 11 10.13% Increased
370
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$281M +$36.3M 34 5.81% Increased
371
SAM
Shell Asset Management
Netherlands
$280M -$43M 39 6.57% Reduced
372
Saturna Capital
Saturna Capital
Washington
$280M -$44M 9 9.82% Reduced
373
Commerce Bank
Commerce Bank
Missouri
$279M -$16.1M 28 4.17% Reduced
374
CI Global Investments
CI Global Investments
California
$277M +$31.9M 5 6.65% Increased
375
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$273M +$22.6M 33 4.01% Increased
13 14
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