← 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
351
Swiss Life Asset Management
Swiss Life Asset Management
$495M -$16.7M 25 6.46% Reduced
352
Silvercrest Asset Management
Silvercrest Asset Management
New York
$495M +$142M 33 4.08% Increased
353
Norinchukin Bank
Norinchukin Bank
Japan
$494M +$20.8M 21 6.98% Increased
354
AWM
Ashmore Wealth Management
Delaware
$494M -$13.4M 6 31.22% Reduced
355
Rockefeller Capital Management
Rockefeller Capital Management
New York
$492M +$9.19M 66 6.68% Increased
356
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$486M -$2.83M 6 13.08% Reduced
357
Tocqueville Asset Management
Tocqueville Asset Management
New York
$486M +$7.61M 39 6.59% Increased
358
CRC
Cedar Rock Capital
United Kingdom
$483M -$15.7M 1 11.2% Reduced
359
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$482M +$21.8M 17 6.04% Increased
360
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$478M +$9.25M 109 8.1% Increased
361
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$476M -$12.3M 46 3.33% Reduced
362
Saturna Capital
Saturna Capital
Washington
$475M -$13.1M 17 13.79% Reduced
363
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$472M -$33.1M 13 5.11% Reduced
364
PCM
Palestra Capital Management
New York
$471M +$24.3M 4 15.55% Increased
365
SGAM
Smith Group Asset Management
Texas
$467M -$45.6M 14 16.42% Reduced
366
Axiom Investors
Axiom Investors
Connecticut
$466M +$58.2M 12 12.56% Increased
367
Davenport & Co
Davenport & Co
Virginia
$466M -$7.83M 19 5.55% Reduced
368
BI
BlueSpruce Investments
Illinois
$463M +$271M 2 17.82% Increased
369
Utah Retirement Systems
Utah Retirement Systems
Utah
$461M +$6.15M 53 8.78% Increased
370
Rathbones Group
Rathbones Group
United Kingdom
$460M +$17.5M 15 13.06% Increased
371
Causeway Capital Management
Causeway Capital Management
California
$460M +$10.1M 4 5.49% Increased
372
TPSF
Texas Permanent School Fund
Texas
$457M -$13.9M 45 7.24% Reduced
373
ASP
Adams Street Partners
Illinois
$457M -$5.93M 6 91.35% Reduced
374
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$452M +$4.81M 36 7.09% Increased
375
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$450M +$458M 19 9.23% New