← 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
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$956M -$18.4M 74 9.69% Reduced
352
IFM Investors
IFM Investors
Australia
$956M +$34M 53 12.57% Increased
353
BCM
Bares Capital Management
Texas
$947M -$105M 12 40.44% Reduced
354
Saturna Capital
Saturna Capital
Washington
$944M +$61.9M 15 16.7% Increased
355
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$943M +$116M 32 18.45% Increased
356
Carmignac Gestion
Carmignac Gestion
France
$937M +$51.2M 16 17.2% Increased
357
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$936M $0 1 0.3% Maintained
358
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$919M +$92.1M 64 7.6% Increased
359
ACM
American Capital Management
New York
$917M -$34.5M 17 35.37% Reduced
360
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$913M -$14.9M 58 13.77% Reduced
361
Alphinity Investment Management
Alphinity Investment Management
Australia
$911M +$157M 2 14.59% Increased
362
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$900M -$309M 2 3.44% Reduced
363
Railway Pension Investments
Railway Pension Investments
United Kingdom
$896M -$152M 17 9.69% Reduced
364
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$894M -$82.4M 6 4.32% Reduced
365
Nicholas Company
Nicholas Company
Wisconsin
$888M -$317K 31 17.77% Reduced
366
Wolverine Trading
Wolverine Trading
Illinois
$885M +$391M 64 0.91% Increased
367
AGF Management
AGF Management
Ontario, Canada
$884M +$227M 29 6.27% Increased
368
Capital Group Private Client Services
Capital Group Private Client Services
California
$879M -$7.49M 13 10.71% Reduced
369
Silvercrest Asset Management
Silvercrest Asset Management
New York
$864M -$13.3M 46 6.56% Reduced
370
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$860M +$16.5M 21 21.99% Increased
371
PE
PSG Equity
Massachusetts
$857M $0 1 100% Maintained
372
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$855M -$3.25M 98 1.11% Reduced
373
Brookfield Corp
Brookfield Corp
Ontario, Canada
$854M -$219M 1 5.34% Reduced
374
MG
Meritage Group
California
$852M +$104M 8 20.22% Increased
375
Stockbridge Partners
Stockbridge Partners
Massachusetts
$848M -$107M 3 18.86% Reduced