← 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
Sarasin & Partners
Sarasin & Partners
United Kingdom
$630M +$23.8M 13 10.07% Increased
352
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$624M -$2.08M 115 11.07% Reduced
353
WBC
Westpac Banking Corp
Australia
$621M -$59.6M 53 9.26% Reduced
354
ARK Investment Management
ARK Investment Management
Florida
$620M +$142M 25 6.67% Increased
355
Marsico Capital Management
Marsico Capital Management
Colorado
$616M -$32.5M 10 19.36% Reduced
356
Utah Retirement Systems
Utah Retirement Systems
Utah
$614M +$2.95M 63 11.28% Increased
357
Iconiq Capital
Iconiq Capital
California
$612M +$59.6M 5 43.25% Increased
358
Eventide Asset Management
Eventide Asset Management
Massachusetts
$612M -$4.98M 12 13.3% Reduced
359
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$609M -$94M 11 13.48% Reduced
360
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$606M +$34M 43 4.41% Increased
361
Nissay Asset Management
Nissay Asset Management
Japan
$601M +$40.3M 47 11.66% Increased
362
John W. Bristol & Co
John W. Bristol & Co
New York
$599M -$9.61M 6 14.87% Reduced
363
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$599M +$11.5M 69 12.36% Increased
364
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$597M -$76M 4 10.24% Reduced
365
Farallon Capital Management
Farallon Capital Management
California
$597M -$68.6M 2 4.78% Reduced
366
CFM
Comprehensive Financial Management
California
$595M -$30.6M 5 7.06% Reduced
367
Davenport & Co
Davenport & Co
Virginia
$588M -$11.8M 21 7.16% Reduced
368
ACM
Ashe Capital Management
New Jersey
$587M +$249K 3 45.11% Increased
369
Saturna Capital
Saturna Capital
Washington
$585M -$9.46M 17 16.43% Reduced
370
PineBridge Investments
PineBridge Investments
New York
$584M -$21.6M 44 11.19% Reduced
371
TPSF
Texas Permanent School Fund
Texas
$582M -$18.3M 50 9.24% Reduced
372
EARNEST Partners
EARNEST Partners
Georgia
$574M -$37.4M 54 5.43% Reduced
373
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$574M -$78.9M 21 5.93% Reduced
374
DFO
Duquesne Family Office
New York
$573M -$27.4M 7 17.53% Reduced
375
TPI
Tesco Pension Investment
United Kingdom
$571M +$16.9M 4 14.78% Increased