← 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
TPSF
Texas Permanent School Fund
Texas
$899M +$252M 56 8.93% Increased
352
Axiom Investors
Axiom Investors
Connecticut
$899M +$66.7M 14 14.81% Increased
353
GGHC
Gilder Gagnon Howe & Co
New York
$895M +$9.31M 27 14.82% Increased
354
Granahan Investment Management
Granahan Investment Management
Massachusetts
$891M -$116M 22 27.1% Reduced
355
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$888M -$1.29M 61 9.19% Reduced
356
Guggenheim Capital
Guggenheim Capital
Illinois
$887M +$38.3M 69 7.46% Increased
357
Davenport & Co
Davenport & Co
Virginia
$881M +$107M 38 6.9% Increased
358
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$878M -$62.4M 58 13.65% Reduced
359
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$872M -$4.82M 70 8.72% Reduced
360
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$871M +$1.04M 12 10.05% Increased
361
EARNEST Partners
EARNEST Partners
Georgia
$871M +$25.2M 60 5.04% Increased
362
Railway Pension Investments
Railway Pension Investments
United Kingdom
$871M +$16.8M 16 8.91% Increased
363
Sarasin & Partners
Sarasin & Partners
United Kingdom
$869M -$176M 4 10.96% Reduced
364
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$856M +$95.6M 134 5.22% Increased
365
Capital Group Private Client Services
Capital Group Private Client Services
California
$849M -$11.9M 14 10.52% Reduced
366
Manning & Napier Group
Manning & Napier Group
New York
$844M -$142M 11 9.83% Reduced
367
Nissay Asset Management
Nissay Asset Management
Japan
$842M -$10.9M 53 7.52% Reduced
368
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$830M -$28.8M 18 22.26% Reduced
369
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$828M -$8.82M 76 9.81% Reduced
370
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$826M -$114M 60 4.49% Reduced
371
GHP
Great Hill Partners
Massachusetts
$819M $0 1 89.53% Maintained
372
Nicholas Company
Nicholas Company
Wisconsin
$815M -$28.5M 31 16.53% Reduced
373
USS Investment Management
USS Investment Management
United Kingdom
$815M -$23.7M 41 11.08% Reduced
374
Pacer Advisors
Pacer Advisors
Pennsylvania
$811M +$459M 69 3.46% Increased
375
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$786M +$194M 2 20.16% Increased