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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
PCM
Palestra Capital Management
New York
$691M +$265M 3 14.66% Increased
427
AAM
Ardevora Asset Management
United Kingdom
$689M +$31.6M 12 8.73% Increased
428
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$688M -$139M 56 4.06% Reduced
429
Mutual of America Capital Management
Mutual of America Capital Management
New York
$676M +$2.44M 61 6.7% Increased
430
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$672M -$47.9M 25 13.94% Reduced
431
Evercore Wealth Management
Evercore Wealth Management
New York
$665M -$20.3M 21 12.03% Reduced
432
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$662M -$23.4M 15 7.91% Reduced
433
Scotia Capital
Scotia Capital
Ontario, Canada
$661M +$37.7M 35 4.81% Increased
434
Pzena Investment Management
Pzena Investment Management
New York
$659M -$27.3M 4 2.61% Reduced
435
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$655M +$33.4M 14 8.05% Increased
436
LECM
Lead Edge Capital Management
New York
$652M +$781M 2 77.65% Increased
437
Junto Capital Management
Junto Capital Management
New York
$650M +$308M 9 20.5% Increased
438
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$650M +$26.5M 45 10.22% Increased
439
TPI
Tesco Pension Investment
United Kingdom
$647M -$68.8M 3 11.89% Reduced
440
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$638M +$12.2M 164 8.04% Increased
441
Daiwa Securities Group
Daiwa Securities Group
Japan
$634M +$120M 71 4.16% Increased
442
Driehaus Capital Management
Driehaus Capital Management
Illinois
$632M +$205M 23 7.49% Increased
443
Maverick Capital
Maverick Capital
Texas
$631M +$71.6M 51 6.36% Increased
444
MSL
Mackay Shields LLC
New York
$630M -$23.4M 28 5.94% Reduced
445
GCM
Gladstone Capital Management
United Kingdom
$630M +$126M 6 31.74% Increased
446
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$629M +$28.4M 36 9.64% Increased
447
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$628M -$235M 4 16.88% Reduced
448
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$627M +$31.5M 103 1.15% Increased
449
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$620M -$20.2M 57 7.09% Reduced
450
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$618M -$3.62M 74 3.05% Reduced