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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	AAM Ardevora Asset Management London, United Kingdom	$831M	-$101M	16	12.35%	Reduced
352	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$810M	-$21.8M	68	7.98%	Reduced
353	ArrowMark Colorado Holdings Denver, Colorado	$809M	+$5.91M	24	6.05%	Increased
354	Nomura Holdings Tokyo, Japan	$809M	-$499M	62	1.84%	Reduced
355	PineBridge Investments New York	$808M	+$117M	47	10.32%	Increased
356	Zevenbergen Capital Investments Edmonds, Washington	$803M	-$13.8M	18	15.25%	Reduced
357	EULAV Asset Management Sarasota, Florida	$792M	-$8.02M	29	21.23%	Reduced
358	BI BlueSpruce Investments Chicago, Illinois	$791M	+$596M	2	15.7%	Increased
359	CA Capitolis Advisors New York	$791M	+$65.5M	26	13.69%	Increased
360	Granahan Investment Management Waltham, Massachusetts	$791M	-$179M	21	16.76%	Reduced
361	Prudential plc London, England, United Kingdom	$788M	-$117M	29	5.46%	Reduced
362	Vontobel Holding Zurich, Switzerland	$785M	-$160M	65	5.82%	Reduced
363	Första AP-fonden Stockholm, Sweden	$783M	-$1.38M	44	10.96%	Reduced
364	USS Investment Management London, United Kingdom	$779M	+$4.57M	43	6.72%	Increased
365	Squarepoint New York	$775M	+$85.7M	103	4.54%	Increased
366	Nissay Asset Management Tokyo, Japan	$772M	+$24.7M	50	7.61%	Increased
367	Virginia Retirement Systems Richmond, Virginia	$764M	-$51M	45	7.46%	Reduced
368	EC Eminence Capital New York	$762M	+$303M	5	9.43%	Increased
369	Oregon Public Employees Retirement Fund Tigard, Oregon	$761M	+$13.9M	65	9.03%	Increased
370	WBC Westpac Banking Corp Sydney, Australia	$761M	-$7.8M	53	8.39%	Reduced
371	Utah Retirement Systems Salt Lake City, Utah	$758M	-$19.9M	72	10.57%	Reduced
372	Axiom Investors Greenwich, Connecticut	$756M	-$269M	12	13.68%	Reduced
373	United Capital Financial Advisors Irving, Texas	$741M	+$9.61M	46	4.1%	Increased
374	State of Alaska Department of Revenue Juneau, Alaska	$725M	-$17.3M	67	7.88%	Reduced
375	BCVI Bain Capital Venture Investors Boston, Massachusetts	$724M	+$527M	2	78.75%	Increased