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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
776
Quantinno Capital Management
Quantinno Capital Management
New York
$239M +$57.6M 67 10.89% Increased
777
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$238M +$5.6M 41 19.1% Increased
778
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$237M +$16.9M 13 9.33% Increased
779
Congress Wealth Management
Congress Wealth Management
Massachusetts
$235M -$371K 26 4.86% Reduced
780
Verition Fund Management
Verition Fund Management
Connecticut
$235M +$79.4M 85 2.74% Increased
781
Jasper Ridge Partners
Jasper Ridge Partners
California
$235M +$587K 28 11.03% Increased
782
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$234M +$2.09M 18 11.53% Increased
783
Ariel Investments
Ariel Investments
Illinois
$233M -$55.4M 4 2.46% Reduced
784
Kinetic Partners Management
Kinetic Partners Management
Florida
$232M +$32M 5 22.95% Increased
785
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$231M +$75.1M 6 7.53% Increased
786
Capital Group Investment Management
Capital Group Investment Management
Singapore
$231M -$76.4M 15 15.04% Reduced
787
Bailard
Bailard
California
$231M +$2.18M 27 7.64% Increased
788
United Services Automobile Association
United Services Automobile Association
Texas
$231M +$18.8M 14 5.81% Increased
789
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$230M +$17M 68 8.44% Increased
790
Lyrical Asset Management
Lyrical Asset Management
New York
$230M -$27.9M 1 4.34% Reduced
791
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$228M +$1.64M 10 12.68% Increased
792
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$228M -$973K 82 8.41% Reduced
793
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$227M +$43.1M 11 13.97% Increased
794
AIM
Anatole Investment Management
Hong Kong
$226M +$56.1M 4 38.23% Increased
795
Engineers Gate Manager
Engineers Gate Manager
New York
$226M -$20.7M 109 8.37% Reduced
796
Samlyn Capital
Samlyn Capital
New York
$226M +$145M 2 3.7% Increased
797
Braun Stacey Associates
Braun Stacey Associates
New York
$226M -$13M 7 10.99% Reduced
798
Busey Bank
Busey Bank
Illinois
$225M -$1.3M 8 9.63% Reduced
799
DCP
Darsana Capital Partners
New York
$225M $0 1 11.03% Maintained
800
Metis Global Partners
Metis Global Partners
California
$224M +$31.6M 44 10.85% Increased