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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
Generation Investment Management
Generation Investment Management
United Kingdom
$1.44B -$142M 3 11.52% Reduced
177
Polar Capital
Polar Capital
United Kingdom
$1.44B +$74.5M 27 12.21% Increased
178
US Bancorp
US Bancorp
Minnesota
$1.43B +$1.76M 89 4.14% Increased
179
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.41B -$462M 2 13.55% Reduced
180
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.41B +$31.3M 31 5.6% Increased
181
TimesSquare Capital Management
TimesSquare Capital Management
New York
$1.41B -$205M 22 9.33% Reduced
182
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.4B +$35.5M 10 12.77% Increased
183
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.37B -$184M 5 15.23% Reduced
184
Aviva
Aviva
United Kingdom
$1.37B -$32.6M 32 7.48% Reduced
185
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.36B +$13.8M 30 6.42% Increased
186
First Pacific Advisors
First Pacific Advisors
California
$1.35B -$314M 5 9.75% Reduced
187
DF Dent & Co
DF Dent & Co
Maryland
$1.34B -$2.17M 21 27.76% Reduced
188
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.33B -$233M 18 9.33% Reduced
189
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.32B -$856K 27 9.93% Reduced
190
GGHC
Gilder Gagnon Howe & Co
New York
$1.29B -$57.9M 29 13.19% Reduced
191
Sanders Capital
Sanders Capital
Florida
$1.29B -$50.9M 1 6.49% Reduced
192
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.29B -$178M 16 8.71% Reduced
193
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.28B -$67.5M 31 9.24% Reduced
194
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.28B +$20.6M 2 10.92% Increased
195
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.23B -$71.8M 33 7.64% Reduced
196
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.23B +$36.6M 47 7.25% Increased
197
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.22B +$394M 49 7.7% Increased
198
Elliott Management
Elliott Management
New York
$1.22B -$299M 6 5.33% Reduced
199
ProShare Advisors
ProShare Advisors
Maryland
$1.21B -$109M 64 8.22% Reduced
200
Natixis
Natixis
France
$1.18B +$372M 37 6.85% Increased