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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
176	Alkeon Capital Management New York	$1.14B	-$46.7M	7	6.68%	Reduced
177	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.12B	+$195M	44	5.02%	Increased
178	Aviva London, United Kingdom	$1.12B	-$87.2M	29	6.36%	Reduced
179	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.11B	+$80.2M	32	5.3%	Increased
180	AL AJO LP Philadelphia, Pennsylvania	$1.11B	-$77.7M	17	4.77%	Reduced
181	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.1B	+$202M	42	5.72%	Increased
182	Retirement Systems of Alabama Montgomery, Alabama	$1.1B	-$20.1M	32	5.34%	Reduced
183	Jensen Investment Management Lake Oswego, Oregon	$1.1B	+$37.3M	10	14.06%	Increased
184	Glenmede Trust Philadelphia, Pennsylvania	$1.1B	+$33.8M	65	4.57%	Increased
185	Sanders Capital West Palm Beach, Florida	$1.09B	+$20.8M	1	5.93%	Increased
186	EC Eminence Capital New York	$1.07B	-$56.3M	5	16.32%	Reduced
187	Soroban Capital Partners New York	$1.07B	+$229M	1	4.42%	Increased
188	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.07B	+$102M	22	8.64%	Increased
189	AMF Tjänstepension Stockholm, Sweden	$1.06B	+$51M	9	10.43%	Increased
190	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.06B	-$56.2K	23	8.63%	Reduced
191	CIP Champlain Investment Partners Burlington, Vermont	$1.03B	-$36.2M	12	11.67%	Reduced
192	Pershing Square Capital Management New York	$1.03B	$0	1	17.56%	Maintained
193	NN Investment Partners Holdings The Hague, Netherlands	$1.02B	-$63.1M	28	7.2%	Reduced
194	DF Dent & Co Baltimore, Maryland	$1.02B	-$71.7M	18	25.54%	Reduced
195	Eagle Asset Management St Petersburg, Florida	$995M	+$4.68M	31	5.47%	Increased
196	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$972M	-$111M	41	14.56%	Reduced
197	British Columbia Investment Management Victoria, British Columbia, Canada	$971M	+$15M	32	6.84%	Increased
198	First Manhattan New York	$969M	+$29.4M	41	5.31%	Increased
199	LSV Asset Management Chicago, Illinois	$965M	+$63.5M	10	1.52%	Increased
200	Generation Investment Management London, United Kingdom	$945M	-$39.7M	4	9.16%	Reduced