← 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
676
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$470M +$5.52M 12 18.14% Increased
677
ACM
ASK Capital Management
California
$470M $0 1 75.11% Maintained
678
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$469M -$4.11M 20 12.83% Reduced
679
Hamlin Capital Management
Hamlin Capital Management
New York
$467M +$4.11M 2 10.81% Increased
680
JHP
James Hambro & Partners
United Kingdom
$466M +$11.5M 5 18.44% Increased
681
TA
Trivest Advisors
Hong Kong
$466M +$363M 6 18.1% Increased
682
CC
Capital Counsel
New York
$465M -$3.53M 6 18.85% Reduced
683
Summit Trail Advisors
Summit Trail Advisors
New York
$462M +$165M 67 7.93% Increased
684
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$460M -$10M 13 14.55% Reduced
685
Meag Munich Ergo
Meag Munich Ergo
Germany
$460M -$36M 17 12.97% Reduced
686
PGGM Investments
PGGM Investments
Netherlands
$459M -$8.35M 5 7.97% Reduced
687
Metis Global Partners
Metis Global Partners
California
$457M -$32.7M 47 11.78% Reduced
688
Quadrature Capital
Quadrature Capital
United Kingdom
$455M +$34.6M 42 7.84% Increased
689
Alphabet Inc
Alphabet Inc
California
$455M $0 3 21.29% Maintained
690
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$453M -$157M 32 17.06% Reduced
691
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$453M -$4.68M 31 14.44% Reduced
692
Pentwater Capital Management
Pentwater Capital Management
Florida
$452M +$164M 2 2.93% Increased
693
RG
Renaissance Group
Kentucky
$452M +$106M 22 17.61% Increased
694
R.M. Davis Inc
R.M. Davis Inc
Maine
$449M -$5.57M 16 8.32% Reduced
695
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$448M +$267M 96 2.6% Increased
696
MC
Metropolis Capital
United Kingdom
$448M -$64M 2 14.2% Reduced
697
Profund Advisors
Profund Advisors
Maryland
$447M +$21.6M 46 16.08% Increased
698
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$445M -$14.5M 20 8.94% Reduced
699
Samlyn Capital
Samlyn Capital
New York
$445M -$1.53M 2 6.11% Reduced
700
Stephens Inc
Stephens Inc
Arkansas
$445M -$763K 46 6.11% Reduced