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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.7B -$62.6M 21 12.03% Reduced
177
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.62B -$540M 25 15.75% Reduced
178
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.61B -$79.4M 69 16.3% Reduced
179
CCM
Cantillon Capital Management
New York
$3.57B +$63.3M 6 21.6% Increased
180
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.52B -$19.1M 108 13.97% Reduced
181
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$3.51B +$80.1M 46 11.11% Increased
182
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.48B +$1.66B 61 7.67% Increased
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.45B +$4.41M 56 7.27% Increased
184
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.43B -$10.2M 38 14.83% Reduced
185
DnB Asset Management
DnB Asset Management
Norway
$3.41B +$425M 50 14.75% Increased
186
Temasek Holdings
Temasek Holdings
Singapore
$3.38B -$471M 20 13.34% Reduced
187
Squarepoint
Squarepoint
New York
$3.38B +$747M 141 3.33% Increased
188
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.36B +$45M 72 13.1% Increased
189
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.33B -$38.7M 115 11.45% Reduced
190
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.32B +$268M 74 13.5% Increased
191
Select Equity Group
Select Equity Group
New York
$3.32B -$125M 23 13.18% Reduced
192
Man Group
Man Group
United Kingdom
$3.31B +$29M 113 8.7% Increased
193
Holocene Advisors
Holocene Advisors
New York
$3.26B -$633M 58 10.43% Reduced
194
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.21B -$123M 51 8.31% Reduced
195
Durable Capital Partners
Durable Capital Partners
Maryland
$3.2B -$1B 11 26.12% Reduced
196
Asset Management One
Asset Management One
Japan
$3.14B +$18.2M 64 10.79% Increased
197
First Eagle Investment Management
First Eagle Investment Management
New York
$3.14B -$425M 9 7% Reduced
198
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.13B -$298M 56 4.93% Reduced
199
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$3.12B -$316M 29 14.11% Reduced
200
Farallon Capital Management
Farallon Capital Management
California
$3.06B +$209M 10 13.45% Increased