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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
Welch & Forbes
Welch & Forbes
Massachusetts
$449M +$4.7M 21 10.72% Increased
377
AKO Capital
AKO Capital
United Kingdom
$448M -$57.2M 3 10.91% Reduced
378
IC
Inverness Counsel
New York
$446M -$28.3M 9 23.05% Reduced
379
Marshall Wace
Marshall Wace
United Kingdom
$445M -$1.66M 51 3.5% Reduced
380
Dorsal Capital Management
Dorsal Capital Management
California
$442M +$2.27M 5 26.76% Increased
381
Regions Financial Corp
Regions Financial Corp
Alabama
$442M +$24.7M 33 4.91% Increased
382
EARNEST Partners
EARNEST Partners
Georgia
$435M -$36M 49 3.93% Reduced
383
MCIM
Meadow Creek Investment Management
Georgia
$433M +$18.7M 82 8.52% Increased
384
Amalgamated Bank
Amalgamated Bank
New York
$428M +$77.6M 85 8.99% Increased
385
Troy Asset Management
Troy Asset Management
United Kingdom
$427M +$3.8M 4 17.16% Increased
386
Mutual of America Capital Management
Mutual of America Capital Management
New York
$424M -$1.18M 55 5.9% Reduced
387
EULAV Asset Management
EULAV Asset Management
Florida
$422M +$54.4M 34 15.58% Increased
388
Nicholas Company
Nicholas Company
Wisconsin
$419M -$13.1M 20 9.45% Reduced
389
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$419M -$7.86M 9 11.05% Reduced
390
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$416M -$657K 15 8.41% Reduced
391
TPI
Tesco Pension Investment
United Kingdom
$414M -$27.5M 3 10.13% Reduced
392
John W. Bristol & Co
John W. Bristol & Co
New York
$408M -$3.63M 6 10.58% Reduced
393
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$407M -$17.8M 18 11.07% Reduced
394
Gotham Asset Management
Gotham Asset Management
New York
$406M -$85.4M 47 7.17% Reduced
395
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$405M +$9.5M 55 2.38% Increased
396
Marsico Capital Management
Marsico Capital Management
Colorado
$403M +$13.7M 11 15.7% Increased
397
VanEck Associates
VanEck Associates
New York
$400M +$94M 15 1.87% Increased
398
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$400M -$26.4M 20 7.58% Reduced
399
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$398M +$766K 87 3.17% Increased
400
Lyrical Asset Management
Lyrical Asset Management
New York
$398M -$36.1M 1 5.99% Reduced
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