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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
Norinchukin Bank
Norinchukin Bank
Japan
$332M +$25.3M 19 5.56% Increased
377
Candriam SCA
Candriam SCA
Luxembourg
$332M +$1.07M 23 5.65% Increased
378
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$332M +$59.8M 27 4.34% Increased
379
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$328M -$113M 11 11.68% Reduced
380
RC
RGM Capital
Florida
$328M +$8.58M 5 28.81% Increased
381
Ariel Investments
Ariel Investments
Illinois
$327M -$13.6M 5 3.73% Reduced
382
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$327M -$28.6M 19 6.51% Reduced
383
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$326M +$35.9M 43 3.29% Increased
384
Axiom Investors
Axiom Investors
Connecticut
$325M -$17.4M 12 7.97% Reduced
385
Utah Retirement Systems
Utah Retirement Systems
Utah
$324M +$716K 41 6.89% Increased
386
HL Financial Services
HL Financial Services
Kentucky
$324M -$3.24M 21 5.74% Reduced
387
NEAM
New England Asset Management
Connecticut
$323M +$434K 5 6.03% Increased
388
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$322M +$8.87M 7 2.03% Increased
389
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$321M -$107M 33 3.09% Reduced
390
Mutual of America Capital Management
Mutual of America Capital Management
New York
$319M +$1.65M 44 4.93% Increased
391
Douglas Lane & Associates
Douglas Lane & Associates
New York
$318M +$11.1M 10 6.92% Increased
392
WBC
Westpac Banking Corp
Australia
$317M +$37.2M 31 6.33% Increased
393
EP
Elkfork Partners
Oregon
$315M -$9.05M 45 8.48% Reduced
394
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$314M -$181M 37 2.19% Reduced
395
BA
Boston Advisors
Massachusetts
$313M +$1.55M 18 8.03% Increased
396
SI
SQN Investors
California
$311M +$53.6M 5 39.98% Increased
397
Holocene Advisors
Holocene Advisors
New York
$310M +$60.9M 22 7.02% Increased
398
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$310M +$24.3M 4 8.23% Increased
399
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$309M -$1.74M 6 10.32% Reduced
400
MCMC
Matrix Capital Management Company
New Hampshire
$308M +$60.2M 4 10.71% Increased