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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
126
Pzena Investment Management
Pzena Investment Management
New York
$1.04B -$96.9M 2 5.98% Reduced
127
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.04B -$919M 22 4.44% Reduced
128
SG Americas Securities
SG Americas Securities
New York
$1.04B -$75.2M 38 4.49% Reduced
129
HCM
Highfields Capital Management
Massachusetts
$1.02B -$59.7M 2 8.53% Reduced
130
Axa
Axa
France
$1.02B -$28.3M 33 4.42% Reduced
131
BCM
Brown Capital Management
Maryland
$1.01B +$16.8M 12 16.6% Increased
132
USAA
United Services Automobile Association
Texas
$1B +$29.6M 37 3.89% Increased
133
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$998M +$11.7M 29 3.59% Increased
134
Swedbank
Swedbank
Sweden
$985M +$900M 5 7.67% New
135
Panagora Asset Management
Panagora Asset Management
Massachusetts
$975M +$25.6M 51 4.6% Increased
136
Eaton Vance Management
Eaton Vance Management
Massachusetts
$903M -$178M 23 2.66% Reduced
137
AQR Capital Management
AQR Capital Management
Connecticut
$895M +$95M 56 2.7% Increased
138
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$893M +$3.17M 3 10.81% Increased
139
1832 Asset Management
1832 Asset Management
Ontario, Canada
$890M +$32.1M 14 3.06% Increased
140
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$887M +$46.4M 11 3.49% Increased
141
Janus Henderson Group
Janus Henderson Group
$885M -$10.8M 27 8.62% Reduced
142
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$884M -$76.8M 41 5.14% Reduced
143
Jensen Investment Management
Jensen Investment Management
Oregon
$881M -$24.2M 6 12.7% Reduced
144
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$869M -$278M 26 1.98% Reduced
145
ING Group
ING Group
Netherlands
$868M +$69.1M 15 4.59% Increased
146
Citigroup
Citigroup
New York
$852M -$445M 80 0.87% Reduced
147
Guggenheim Capital
Guggenheim Capital
Illinois
$848M +$40.9M 60 2.41% Increased
148
AWM
Ashmore Wealth Management
Delaware
$842M $0 4 16.8% Maintained
149
Fred Alger Management
Fred Alger Management
New York
$837M +$92.2M 28 4.15% Increased
150
CCI
Columbus Circle Investors
$834M +$139M 17 5.55% Increased
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