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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
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$828M +$10.5M 25 9.14% Increased
427
GW&K Investment Management
GW&K Investment Management
Massachusetts
$828M +$20.7M 45 7.72% Increased
428
INTECH Investment Management
INTECH Investment Management
Florida
$826M -$44.8M 53 12.03% Reduced
429
Regions Financial Corp
Regions Financial Corp
Alabama
$824M -$4.65M 41 6.79% Reduced
430
Starboard Value
Starboard Value
New York
$816M -$79.9M 2 16.96% Reduced
431
Welch & Forbes
Welch & Forbes
Massachusetts
$815M -$2.05M 23 12.31% Reduced
432
Yousif Capital Management
Yousif Capital Management
Michigan
$807M -$17.1M 75 9.51% Reduced
433
Mutual of America Capital Management
Mutual of America Capital Management
New York
$805M -$33.8M 68 9.28% Reduced
434
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$798M +$202M 12 11.15% Increased
435
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$796M -$301K 61 3.39% Reduced
436
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$795M -$54.1M 27 11.12% Reduced
437
CCM
Cadian Capital Management
New York
$795M -$343M 6 31.66% Reduced
438
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$793M -$18.3M 14 13.04% Reduced
439
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$790M +$5.32M 16 8.76% Increased
440
SL
Sonnipe Ltd
Isle Of Man
$789M -$3.83M 3 97.63% Reduced
441
Achmea Investment Management
Achmea Investment Management
Netherlands
$787M +$23.5M 47 16.25% Increased
442
Woodline Partners
Woodline Partners
California
$783M +$42.3M 52 8.52% Increased
443
Appaloosa LP
Appaloosa LP
New Jersey
$779M +$168M 2 13.45% Increased
444
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$770M +$42.4M 39 17.78% Increased
445
Dorsal Capital Management
Dorsal Capital Management
California
$769M -$13.4M 4 23.7% Reduced
446
KCM
Kensico Capital Management
Connecticut
$768M -$80.5M 4 29.08% Reduced
447
LBP AM
LBP AM
France
$768M -$29.5M 28 16.91% Reduced
448
Guinness Asset Management
Guinness Asset Management
United Kingdom
$764M -$39.3M 13 16.71% Reduced
449
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$763M -$82.7M 81 6.15% Reduced
450
Pentwater Capital Management
Pentwater Capital Management
Florida
$762M -$544M 5 8.54% Reduced