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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
Nomura Asset Management
Nomura Asset Management
Japan
$3.47B +$54.9M 59 12.61% Increased
177
Vontobel Asset Management
Vontobel Asset Management
New York
$3.46B +$105M 6 19.12% Increased
178
First Manhattan
First Manhattan
New York
$3.45B +$106M 49 11.16% Increased
179
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.36B +$30.1M 147 11.75% Increased
180
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.35B -$116M 104 14.46% Reduced
181
Advent International
Advent International
Massachusetts
$3.33B -$662M 7 58.34% Reduced
182
CCM
Cantillon Capital Management
New York
$3.31B -$21.4M 7 20.85% Reduced
183
Select Equity Group
Select Equity Group
New York
$3.3B -$337M 22 11.67% Reduced
184
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.25B -$90.9M 35 14.67% Reduced
185
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.22B -$220M 99 12.6% Reduced
186
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$3.19B -$552M 39 10.29% Reduced
187
Mariner
Mariner
Kansas
$3.08B +$57M 108 6.37% Increased
188
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$3.07B -$6.56M 23 11.75% Reduced
189
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.07B +$43.8M 5 24.21% Increased
190
STRS Ohio
STRS Ohio
Ohio
$3.06B -$266M 99 12.17% Reduced
191
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.03B +$94.9M 28 15.89% Increased
192
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.01B +$117M 51 8.78% Increased
193
CIP
Champlain Investment Partners
Vermont
$3B -$273M 22 17.18% Reduced
194
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.99B +$401M 18 10.86% Increased
195
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.97B +$249M 57 14.52% Increased
196
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.92B +$13.1M 72 12.81% Increased
197
BCM
Brown Capital Management
Maryland
$2.89B -$688M 36 51.08% Reduced
198
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.83B -$212M 4 10.93% Reduced
199
Jensen Investment Management
Jensen Investment Management
Oregon
$2.82B -$106M 10 21.52% Reduced
200
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$2.8B -$417M 4 43.09% Reduced
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