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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
726
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$417M +$217M 33 2.46% Increased
727
CC
Capital Counsel
New York
$416M +$9.75M 7 15.88% Increased
728
H&H International Investment
H&H International Investment
California
$415M +$291M 1 2.38% Increased
729
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$412M -$111M 15 4.76% Reduced
730
Capital International
Capital International
California
$412M -$2.21M 9 14.51% Reduced
731
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$411M -$54.4M 19 14.75% Reduced
732
AG
Avala Global
New York
$410M -$98.3M 4 19.63% Reduced
733
Donaldson Capital Management
Donaldson Capital Management
Indiana
$410M -$17.2M 10 13.04% Reduced
734
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$410M +$18.3M 8 16.98% Increased
735
Ancora Advisors
Ancora Advisors
Ohio
$410M +$58.6M 74 8.44% Increased
736
Callan Family Office
Callan Family Office
Pennsylvania
$409M +$116M 64 8.79% Increased
737
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$409M +$58.3M 14 13.49% Increased
738
CA
Cornerstone Advisors
North Carolina
$409M +$118M 15 13.62% Increased
739
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$408M -$3.34M 18 11.28% Reduced
740
Caxton Associates (UK)
Caxton Associates (UK)
$408M -$24.3M 35 7.99% Reduced
741
Busey Bank
Busey Bank
Illinois
$407M +$2.67M 11 10.73% Increased
742
PIMC
Praesidium Investment Management Company
New York
$406M +$22.8M 9 75.09% Increased
743
MC
Metropolis Capital
United Kingdom
$405M +$104M 1 12.95% Increased
744
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$405M -$2.96M 66 7.59% Reduced
745
Robeco Schweiz
Robeco Schweiz
Switzerland
$404M +$22.7M 12 9.06% Increased
746
Frontier Capital Management
Frontier Capital Management
Massachusetts
$403M -$233M 14 4.28% Reduced
747
TCM
Topline Capital Management
California
$402M +$276M 15 36.41% Increased
748
DPCM
Darlington Partners Capital Management
California
$402M -$131M 2 16.09% Reduced
749
Hantz Financial Services
Hantz Financial Services
Michigan
$399M -$29.1M 93 5.88% Reduced
750
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$399M +$2.78M 76 8.21% Increased