← All themes

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
476
Deer Management Company
Deer Management Company
New York
$515M -$119M 4 47.13% Reduced
477
Capital International Inc
Capital International Inc
California
$515M +$3.93M 18 10.34% Increased
478
AAM
Ardevora Asset Management
United Kingdom
$514M -$32.9M 12 9.24% Reduced
479
Martingale Asset Management
Martingale Asset Management
Massachusetts
$513M -$25.2M 37 9.88% Reduced
480
CAM
Contour Asset Management
New York
$512M -$100M 7 29.38% Reduced
481
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$511M -$11M 60 6.33% Reduced
482
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$510M +$6.23M 68 5.28% Increased
483
Ninety One North America
Ninety One North America
New York
$508M +$2.02M 12 23% Increased
484
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$508M +$2.12M 69 4.94% Increased
485
SVB Wealth
SVB Wealth
Massachusetts
$507M -$34.5M 48 7.08% Reduced
486
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$505M +$189M 8 20.96% Increased
487
TC
TwinBeech Capital
New York
$504M +$92.8M 42 10.21% Increased
488
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$503M +$244M 8 28.38% Increased
489
Altshuler Shaham
Altshuler Shaham
Israel
$498M +$261M 28 10.89% Increased
490
Clal Insurance
Clal Insurance
Israel
$498M -$91.6M 11 7.45% Reduced
491
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$494M $0 3 12% Maintained
492
PCM
Palestra Capital Management
New York
$494M -$9.8M 5 26.56% Reduced
493
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$494M +$10.3M 29 12.35% Increased
494
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$494M -$32.6M 9 8.16% Reduced
495
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$493M +$165M 105 4.08% Increased
496
SG Americas Securities
SG Americas Securities
New York
$492M +$70.4M 140 5.72% Increased
497
AE Wealth Management
AE Wealth Management
Kansas
$491M +$27M 56 3.16% Increased
498
Robeco Schweiz
Robeco Schweiz
Switzerland
$485M -$8.76M 10 7.84% Reduced
499
Cardano Risk Management
Cardano Risk Management
Netherlands
$485M +$11.5M 1 34.07% Increased
500
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$483M +$25.8M 28 11.52% Increased