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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
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$483M -$6.75M 111 9.92% Reduced
352
EULAV Asset Management
EULAV Asset Management
Florida
$483M +$39.4M 31 19.32% Increased
353
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$483M +$78.4M 20 11.74% Increased
354
Saturna Capital
Saturna Capital
Washington
$481M +$1.75M 17 15.57% Increased
355
SG Americas Securities
SG Americas Securities
New York
$480M -$103M 110 4.5% Reduced
356
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$478M +$19.3M 10 13.74% Increased
357
Carmignac Gestion
Carmignac Gestion
France
$477M -$502M 14 8.15% Reduced
358
Utah Retirement Systems
Utah Retirement Systems
Utah
$472M -$739K 51 10.21% Reduced
359
PineBridge Investments
PineBridge Investments
New York
$471M -$109M 35 11.04% Reduced
360
John W. Bristol & Co
John W. Bristol & Co
New York
$470M +$35M 6 14.63% Increased
361
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$468M +$20.4M 48 8.58% Increased
362
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$468M +$56.6M 57 3.31% Increased
363
SI
Salesforce Inc
California
$464M -$92.4M 3 100% Reduced
364
Davenport & Co
Davenport & Co
Virginia
$463M +$3.16M 20 6.67% Increased
365
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$463M +$496M 37 10.71% New
366
EARNEST Partners
EARNEST Partners
Georgia
$462M -$18.4M 52 5.21% Reduced
367
DFO
Duquesne Family Office
New York
$459M -$74.5M 7 18.6% Reduced
368
RGM Capital
RGM Capital
Florida
$458M -$108M 6 36.02% Reduced
369
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$458M -$1.39M 17 9.86% Reduced
370
Causeway Capital Management
Causeway Capital Management
California
$456M +$18.4M 5 7.28% Increased
371
Skye Global Management
Skye Global Management
Florida
$454M +$176M 16 35.5% Increased
372
FAM
Foxhaven Asset Management
Virginia
$450M +$53.4M 6 24.13% Increased
373
TPI
Tesco Pension Investment
United Kingdom
$450M -$28.7M 4 13.72% Reduced
374
Ziegler Capital Management
Ziegler Capital Management
Illinois
$447M +$464M 28 11.97% New
375
Granahan Investment Management
Granahan Investment Management
Massachusetts
$447M +$62.2M 21 24.07% Increased
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