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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
151	AWM Ashmore Wealth Management Wilmington, Delaware	$687M	+$688M	5	16.21%	New
152	CI Investments Inc Toronto, Ontario, Canada	$678M	+$650M	6	7.38%	New
153	HCM Highfields Capital Management Boston, Massachusetts	$677M	+$653M	4	5.61%	New
154	US Bancorp Minneapolis, Minnesota	$676M	+$689M	55	3.08%	New
155	Luther King Capital Management (LKCM) Fort Worth, Texas	$661M	+$666M	23	6.15%	New
156	Geneva Capital Management Milwaukee, Wisconsin	$659M	+$661M	15	13.18%	New
157	GX Greylock XI Cambridge, Massachusetts	$657M	+$644M	1	78.02%	New
158	LSV Asset Management Chicago, Illinois	$647M	+$622M	8	1.73%	New
159	Retirement Systems of Alabama Montgomery, Alabama	$644M	+$649M	25	4.32%	New
160	Veritas Asset Management London, United Kingdom	$641M	+$608M	1	15.29%	New
161	Investor AB Stockholm, Sweden	$636M	+$593M	1	74.96%	New
162	PGGM Investments Zeist, Netherlands	$633M	+$644M	9	3.73%	New
163	Pictet Asset Management (UK) London, United Kingdom	$624M	+$628M	23	3.57%	New
164	Federated Hermes Pittsburgh, Pennsylvania	$624M	+$605M	46	2.47%	New
165	Commerzbank Aktiengesellschaft Frankfurt, Germany	$623M	+$635M	30	2.75%	New
166	British Columbia Investment Management Victoria, British Columbia, Canada	$620M	+$628M	21	5.11%	New
167	Royce & Associates New York	$619M	+$595M	30	1.91%	New
168	Two Sigma Investments New York	$617M	+$628M	38	4.31%	New
169	Chevy Chase Trust Bethesda, Maryland	$616M	+$623M	17	5.39%	New
170	Thornburg Investment Management Santa Fe, New Mexico	$609M	+$594M	10	2.78%	New
171	AQR Capital Management Greenwich, Connecticut	$594M	+$594M	51	2.11%	New
172	Viking Global Investors Stamford, Connecticut	$593M	+$575M	3	3.29%	New
173	Fayez Sarofim & Co Houston, Texas	$584M	+$608M	5	2.93%	New
174	Polen Capital Management Boca Raton, Florida	$582M	+$587M	4	13.84%	New
175	Canada Life Winnipeg, Manitoba, Canada	$577M	+$575M	27	3.79%	New