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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
551
Appaloosa LP
Appaloosa LP
New Jersey
$207M +$105M 3 6.06% Increased
552
H
Hexavest
Quebec, Canada
$206M -$16.2M 14 2.76% Reduced
553
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$205M +$4.48M 5 9.76% Increased
554
SAM
Sawgrass Asset Management
Florida
$204M -$158M 11 15.81% Reduced
555
ING Group
ING Group
Netherlands
$203M -$385M 23 5.15% Reduced
556
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$202M -$37.5M 3 3.44% Reduced
557
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$202M -$9.37M 6 10.74% Reduced
558
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$202M +$19.3M 12 6.43% Increased
559
EMG
ETF Managers Group
New Jersey
$201M -$1.87M 40 7.24% Reduced
560
Voloridge Investment Management
Voloridge Investment Management
Florida
$201M +$1.76M 48 3.49% Increased
561
Pinnacle Associates
Pinnacle Associates
New York
$201M +$3.56M 14 4.73% Increased
562
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$201M -$6.59M 43 0.23% Reduced
563
HSC
Harbor Spring Capital
New York
$199M +$51.7M 5 23.18% Increased
564
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$199M -$16.1M 26 2.76% Reduced
565
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$199M -$6.74M 8 8.47% Reduced
566
Fiduciary Trust
Fiduciary Trust
Massachusetts
$198M +$1.83M 23 4.98% Increased
567
CF
Cypress Funds
California
$198M +$17.7M 6 38.64% Increased
568
MUFG Americas
MUFG Americas
New York
$198M -$2.83M 25 5.49% Reduced
569
Corvex Management
Corvex Management
New York
$197M +$131M 4 9.79% Increased
570
Trillium Asset Management
Trillium Asset Management
Massachusetts
$197M +$6.75M 19 9.19% Increased
571
LFDLE
La Financiere de L'Echiquier
France
$197M +$37.1M 12 23.58% Increased
572
EA
Echinus Advisors
New York
$196M +$94.5M 1 16.93% Increased
573
SC US (TTGP)
SC US (TTGP)
California
$195M +$243M 1 8.68% New
574
Oppenheimer & Co
Oppenheimer & Co
New York
$195M +$7.35M 41 5.32% Increased
575
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$195M +$16.5M 37 7.26% Increased