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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
376
AKRE Capital Management
AKRE Capital Management
Virginia
$239M +$8.89M 3 6.29% Increased
377
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$238M -$16.5M 22 5.16% Reduced
378
BWA
Brave Warrior Advisors
New York
$238M +$13.4M 1 8.28% Increased
379
John W. Bristol & Co
John W. Bristol & Co
New York
$238M -$6.59M 2 4.32% Reduced
380
TBC
Three Bays Capital
Massachusetts
$237M +$228M 2 15.13% New
381
BB&T Securities
BB&T Securities
Virginia
$235M +$27.7M 22 5.28% Increased
382
Asset Management One
Asset Management One
Japan
$234M +$24.8M 36 3.04% Increased
383
GTP
Global Thematic Partners
New York
$233M -$166M 2 3.68% Reduced
384
Point72 Asset Management
Point72 Asset Management
Connecticut
$233M +$182M 10 1.64% Increased
385
Abrams Capital Management
Abrams Capital Management
Massachusetts
$231M $0 1 11.98% Maintained
386
GW&K Investment Management
GW&K Investment Management
Massachusetts
$231M -$4.38M 10 5.51% Reduced
387
CCM
Conatus Capital Management
Connecticut
$230M -$51.4M 2 11.24% Reduced
388
Natixis Advisors
Natixis Advisors
Massachusetts
$229M -$7.81M 32 4.28% Reduced
389
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$228M -$4.01M 5 3.63% Reduced
390
NCGI
Next Century Growth Investors
Minnesota
$227M -$31.5M 16 8.17% Reduced
391
Sculptor Capital
Sculptor Capital
New York
$226M +$159M 7 0.61% Increased
392
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$225M +$19.7M 35 5.3% Increased
393
OP
Oldfield Partners
United Kingdom
$224M -$3.07M 2 13.18% Reduced
394
WestEnd Advisors
WestEnd Advisors
North Carolina
$223M +$2.91M 2 10.17% Increased
395
Martingale Asset Management
Martingale Asset Management
Massachusetts
$222M +$16.8M 23 6.16% Increased
396
Brandes Investment Partners
Brandes Investment Partners
California
$222M -$2.48M 3 3.13% Reduced
397
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$221M +$51.5M 19 1.26% Increased
398
Winton Group
Winton Group
United Kingdom
$219M -$154M 17 2.72% Reduced
399
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$219M -$10.1M 15 5.06% Reduced
400
FFH
Fairfax Financial Holdings
Ontario, Canada
$219M +$49.1M 1 14.16% Increased
14 15
16
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