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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
CIBC World Markets
CIBC World Markets
New York
$783M -$743M 36 12.78% Reduced
377
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$781M -$23.8M 34 4.36% Reduced
378
IFM Investors
IFM Investors
Australia
$780M +$31.5M 51 11.84% Increased
379
Utah Retirement Systems
Utah Retirement Systems
Utah
$780M +$4.56M 71 11.28% Increased
380
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$780M +$5.44M 4 4.58% Increased
381
Tredje AP-fonden
Tredje AP-fonden
Sweden
$778M +$78.4M 40 12.09% Increased
382
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$771M -$454M 33 7.95% Reduced
383
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$770M +$702M 32 15.89% New
384
GW&K Investment Management
GW&K Investment Management
Massachusetts
$768M +$44M 32 7.43% Increased
385
CCM
Cadian Capital Management
New York
$766M +$16.3M 8 47.7% Increased
386
Silvercrest Asset Management
Silvercrest Asset Management
New York
$762M +$13.1M 44 5.78% Increased
387
Scotia Capital
Scotia Capital
Ontario, Canada
$756M +$23.4M 29 5.52% Increased
388
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$756M -$1.88M 107 1.05% Reduced
389
PIMC
Praesidium Investment Management Company
New York
$751M +$27.4M 11 67.9% Increased
390
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$745M -$258M 22 9.09% Reduced
391
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$741M +$31.6M 42 9.22% Increased
392
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$741M -$4.53M 80 11.41% Reduced
393
Hyperion Asset Management
Hyperion Asset Management
Australia
$740M +$17.4M 6 38.53% Increased
394
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$734M -$145M 102 7.03% Reduced
395
GCGM
General Catalyst Group Management
Massachusetts
$732M -$222M 2 75.85% Reduced
396
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$730M +$5.52M 61 6.25% Increased
397
Daiwa Securities Group
Daiwa Securities Group
Japan
$728M +$35.4M 70 5.06% Increased
398
Ossiam
Ossiam
France
$705M +$144M 60 14.65% Increased
399
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$704M +$73M 29 9.72% Increased
400
Nomura Holdings
Nomura Holdings
Japan
$701M -$800M 39 2.23% Reduced