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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$972M +$20M 57 2.5% Increased
377
Zacks Investment Management
Zacks Investment Management
Illinois
$965M -$3M 38 7.73% Reduced
378
MIM
Meridiem Investment Management
United Kingdom
$959M -$151M 7 24.48% Reduced
379
Rakuten Investment Management
Rakuten Investment Management
Japan
$955M +$66.7M 29 1.94% Increased
380
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$954M +$69.6M 44 12.43% Increased
381
FCM
Fernbridge Capital Management
California
$950M +$240M 5 60.87% Increased
382
QRG Capital Management
QRG Capital Management
Illinois
$948M +$98.6M 45 9.79% Increased
383
INTECH Investment Management
INTECH Investment Management
Florida
$947M -$102M 82 9.32% Reduced
384
Vinva Investment Management
Vinva Investment Management
Australia
$944M +$115M 36 11.7% Increased
385
Railway Pension Investments
Railway Pension Investments
United Kingdom
$943M -$74.2M 16 13.42% Reduced
386
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$932M -$21.4M 24 5.46% Reduced
387
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$929M -$149M 33 10.35% Reduced
388
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$925M -$186M 24 11.3% Reduced
389
Sarasin & Partners
Sarasin & Partners
United Kingdom
$925M -$124M 3 11.28% Reduced
390
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$922M -$305M 5 13.63% Reduced
391
New York Life Investment Management
New York Life Investment Management
New York
$918M +$36.7M 51 7.77% Increased
392
Boston Trust Walden
Boston Trust Walden
Massachusetts
$913M -$69.4M 26 7.51% Reduced
393
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$913M +$13.9M 61 1.7% Increased
394
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$912M +$28.3M 45 10.73% Increased
395
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$912M +$381M 56 4.12% Increased
396
Vident Advisory
Vident Advisory
Georgia
$909M +$109M 86 7.74% Increased
397
Empowered Funds
Empowered Funds
Pennsylvania
$906M +$717M 75 5.78% Increased
398
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$903M -$15.5M 2 26.75% Reduced
399
Andra AP-fonden
Andra AP-fonden
Sweden
$898M +$215M 31 10.69% Increased
400
Wasatch Advisors
Wasatch Advisors
Utah
$894M -$461M 15 5.94% Reduced