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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
426
Alpha Wave Global
Alpha Wave Global
New York
$209M -$746K 4 16.55% Reduced
427
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$208M +$16.6M 28 5.16% Increased
428
Davenport & Co
Davenport & Co
Virginia
$206M +$34.2M 14 3.03% Increased
429
MC
Maplelane Capital
New York
$205M +$79.7M 7 5.39% Increased
430
Artemis Investment Management
Artemis Investment Management
United Kingdom
$204M +$179M 4 5.7% Increased
431
Troy Asset Management
Troy Asset Management
United Kingdom
$203M +$1.12M 2 10.84% Increased
432
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$202M -$34.1M 25 3.61% Reduced
433
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$201M -$41.2M 2 7.16% Reduced
434
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$201M -$50.1M 24 3.12% Reduced
435
SCM
Sirios Capital Management
Massachusetts
$198M -$18.2M 5 11.05% Reduced
436
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$198M -$14.1M 3 1.99% Reduced
437
SCCM
Schafer Cullen Capital Management
New York
$198M -$7.57M 2 2.38% Reduced
438
TBC
Three Bays Capital
Massachusetts
$197M +$4.96M 2 13.06% Increased
439
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$196M +$12.8M 28 1.9% Increased
440
ROIC
Route One Investment Company
California
$195M $0 1 8.83% Maintained
441
Great Lakes Advisors
Great Lakes Advisors
Illinois
$195M +$8.2M 22 5.28% Increased
442
Discovery Capital Management
Discovery Capital Management
Connecticut
$194M -$23.7M 2 4.11% Reduced
443
GTP
Global Thematic Partners
New York
$194M -$28.7M 3 5.77% Reduced
444
CCM
Cadian Capital Management
New York
$193M +$49M 4 10.19% Increased
445
Andra AP-fonden
Andra AP-fonden
Sweden
$192M -$4.86M 25 5.15% Reduced
446
CAM
Capstone Asset Management
Texas
$191M +$4.57M 47 5.49% Increased
447
MG
Meritage Group
California
$191M +$1.12M 2 4.99% Increased
448
PWLP
Prio Wealth Limited Partnership
Massachusetts
$191M +$1.47M 11 10.14% Increased
449
MSA
Mason Street Advisors
Wisconsin
$190M +$2.13M 45 5.43% Increased
450
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$190M +$53M 8 5.58% Increased