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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	Sarasin & Partners London, United Kingdom	$1.06B	+$26.8M	3	9.39%	Increased
377	Varma Mutual Pension Insurance Co Helsinki, Finland	$1.06B	-$133M	22	8.5%	Reduced
378	Employees Provident Fund Board Shah Alam, Malaysia	$1.05B	+$7.13M	8	16.84%	Increased
379	Jupiter Asset Management London, United Kingdom	$1.05B	-$54.9M	25	9.9%	Reduced
380	Mairs & Power Inc St Paul, Minnesota	$1.05B	-$5.56M	10	10.11%	Reduced
381	Clear Street New York	$1.04B	+$117M	6	9.85%	Increased
382	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.03B	-$32.4M	44	10.83%	Reduced
383	SC Sylebra Capital Palo Alto, California	$1.03B	+$126M	5	38.29%	Increased
384	Kodai Capital Management Chicago, Illinois	$1.02B	+$41.9M	18	19.49%	Increased
385	Huntington National Bank Columbus, Ohio	$1.02B	-$21.4M	133	7.93%	Reduced
386	LSV Asset Management Chicago, Illinois	$1.02B	+$21M	16	2.24%	Increased
387	Stonehage Fleming Financial Services St. Helier, Jersey	$1.02B	+$473M	9	27.27%	Increased
388	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.02B	+$23.8M	56	12.04%	Increased
389	CCG Clearlake Capital Group Santa Monica, California	$1.02B	$0	2	90.88%	Maintained
390	MML Investors Services Springfield, Massachusetts	$1.02B	-$40.4M	67	4.12%	Reduced
391	State of Alaska Department of Revenue Juneau, Alaska	$1.01B	-$1.97M	77	11.34%	Reduced
392	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.01B	-$231M	3	3.45%	Reduced
393	Appaloosa LP Short Hills, New Jersey	$1.01B	-$125M	3	16.36%	Reduced
394	ValueAct Holdings San Francisco, California	$1.01B	+$115M	1	28.3%	Increased
395	GGHC Gilder Gagnon Howe & Co New York	$1B	-$39.6M	25	12.57%	Reduced
396	General Atlantic New York	$998M	-$39.8M	3	31.37%	Reduced
397	ACM American Capital Management New York	$988M	+$29.6M	18	33.09%	Increased
398	Zacks Investment Management Chicago, Illinois	$987M	+$26.9M	37	11.11%	Increased
399	CAM Contour Asset Management New York	$986M	-$65.1M	8	33.29%	Reduced
400	Third Point New York	$985M	+$58.2M	4	11.27%	Increased