← 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
376
Stockbridge Partners
Stockbridge Partners
Massachusetts
$446M +$261M 4 17.69% Increased
377
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$446M +$75.2M 13 6.37% Increased
378
Mutual of America Capital Management
Mutual of America Capital Management
New York
$444M +$8.63M 59 7.43% Increased
379
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$443M +$102M 79 10.89% Increased
380
Amalgamated Bank
Amalgamated Bank
New York
$443M -$14.4M 86 10.82% Reduced
381
ClariVest Asset Management
ClariVest Asset Management
California
$441M -$57.6M 31 13.18% Reduced
382
Welch & Forbes
Welch & Forbes
Massachusetts
$438M -$331K 20 12.24% Reduced
383
Sarasin & Partners
Sarasin & Partners
United Kingdom
$438M +$16.7M 11 8.6% Increased
384
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$438M -$192M 6 11.91% Reduced
385
Comgest Global Investors
Comgest Global Investors
France
$436M -$74.9M 6 8.89% Reduced
386
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$433M -$76.9M 40 3.58% Reduced
387
Nissay Asset Management
Nissay Asset Management
Japan
$429M +$50.7M 41 10.93% Increased
388
Silvercrest Asset Management
Silvercrest Asset Management
New York
$426M -$5.86M 28 4.57% Reduced
389
Confluence Investment Management
Confluence Investment Management
Missouri
$425M -$73M 8 8.08% Reduced
390
Nomura Holdings
Nomura Holdings
Japan
$423M -$15.2M 30 1.78% Reduced
391
Eventide Asset Management
Eventide Asset Management
Massachusetts
$422M +$35.8M 11 13.65% Increased
392
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$419M -$13.8M 37 8% Reduced
393
Creative Planning
Creative Planning
Kansas
$418M -$105M 54 1.48% Reduced
394
Sculptor Capital
Sculptor Capital
New York
$417M +$101M 8 5.88% Increased
395
Nicholas Company
Nicholas Company
Wisconsin
$415M -$30.4M 19 11.73% Reduced
396
Regions Financial Corp
Regions Financial Corp
Alabama
$413M -$31M 34 5.5% Reduced
397
Soroban Capital Partners
Soroban Capital Partners
New York
$412M +$430M 1 7.56% New
398
Inverness Counsel
Inverness Counsel
New York
$405M -$24.2M 10 25.39% Reduced
399
Balyasny Asset Management
Balyasny Asset Management
Illinois
$401M -$404M 46 4.75% Reduced
400
Evercore Wealth Management
Evercore Wealth Management
New York
$398M +$48.8M 17 13.12% Increased