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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
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.28B -$529M 4 19.26% Reduced
377
Railway Pension Investments
Railway Pension Investments
United Kingdom
$1.27B +$316M 14 14.98% Increased
378
Silver Lake Group
Silver Lake Group
California
$1.27B $0 4 25.34% Maintained
379
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$1.27B -$135M 23 18.91% Reduced
380
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.27B +$54.4M 37 10.13% Increased
381
EC
Eminence Capital
New York
$1.26B +$62.1M 6 19.98% Increased
382
AKO Capital
AKO Capital
United Kingdom
$1.26B -$393M 5 19.23% Reduced
383
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.26B -$16.5M 27 9.52% Reduced
384
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.25B -$49.9M 27 21.04% Reduced
385
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$1.25B +$158M 14 17.99% Increased
386
Stockbridge Partners
Stockbridge Partners
Massachusetts
$1.23B -$37M 4 27.16% Reduced
387
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.23B +$22.4M 89 12.03% Increased
388
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$1.22B +$12.1M 16 13.81% Increased
389
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.21B +$7.57M 8 15.04% Increased
390
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.21B +$19.9M 66 3.19% Increased
391
Zacks Investment Management
Zacks Investment Management
Illinois
$1.21B +$17.2M 45 9.48% Increased
392
LMC
Lightspeed Management Company
California
$1.2B +$1.1B 4 86.15% Increased
393
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.2B +$28.7M 24 7.27% Increased
394
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.2B +$77.4M 2 8.78% Increased
395
Banco Santander
Banco Santander
Spain
$1.19B +$279M 26 8.94% Increased
396
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$1.19B +$335M 32 10.33% Increased
397
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$1.19B +$295M 29 9.51% Increased
398
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.19B +$480M 28 6.98% Increased
399
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.18B +$401M 59 2.19% Increased
400
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$1.17B -$17.9M 40 15.12% Reduced