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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
451
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$306M +$21.2M 10 5.75% Increased
452
MAMU
Marathon Asset Management (UK)
United Kingdom
$304M +$19.2M 2 3.84% Increased
453
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$302M -$82.9M 5 8.19% Reduced
454
EC
EMS Capital
New York
$302M $0 3 22.66% Maintained
455
Advisors Asset Management
Advisors Asset Management
Colorado
$301M +$11M 46 4.93% Increased
456
Huntington National Bank
Huntington National Bank
Ohio
$297M +$4.17M 59 4.65% Increased
457
BCIM
Black Creek Investment Management
Ontario, Canada
$296M -$38.7M 2 9% Reduced
458
IAM
Iridian Asset Management
Connecticut
$295M -$701K 1 2.96% Reduced
459
Homestead Advisers
Homestead Advisers
Virginia
$294M $0 3 4.5% Maintained
460
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$293M +$24.1M 11 6.97% Increased
461
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$292M +$293M 1 3.32% New
462
NSCM
New South Capital Management
Tennessee
$292M -$20.2M 3 7.79% Reduced
463
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$291M +$9.13M 20 2.79% Increased
464
Rathbones Group
Rathbones Group
United Kingdom
$288M +$7.05M 13 9.78% Increased
465
SI
SQN Investors
California
$284M -$35.3M 4 27.46% Reduced
466
SW
SVB Wealth
Massachusetts
$280M +$2.49M 18 9.92% Increased
467
Evercore Wealth Management
Evercore Wealth Management
New York
$280M -$4.67M 17 8.96% Reduced
468
Winton Group
Winton Group
United Kingdom
$278M +$16.9M 50 5.83% Increased
469
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$277M -$4.75M 27 6% Reduced
470
BPI
Battery Partners IX
Massachusetts
$276M $0 2 88.99% Maintained
471
Nissay Asset Management
Nissay Asset Management
Japan
$276M +$271K 30 7.42% Increased
472
Truist Financial
Truist Financial
North Carolina
$275M -$7.64M 34 4.93% Reduced
473
Silvercrest Asset Management
Silvercrest Asset Management
New York
$271M -$17.4M 18 2.46% Reduced
474
TCCM
Two Creeks Capital Management
New York
$271M +$2.24M 3 15.07% Increased
475
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$270M +$906K 52 6.85% Increased
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