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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
201	Teacher Retirement System of Texas Austin, Texas	$486M	+$489M	55	4.43%	New
202	SG SCGF Genpar Menlo Park, California	$484M	+$457M	1	88.81%	New
203	Westfield Capital Management Boston, Massachusetts	$474M	+$492M	14	3.26%	New
204	Highbridge Capital Management New York	$469M	+$488M	22	4.66%	New
205	Parnassus Investments San Francisco, California	$468M	+$476M	10	6.13%	New
206	Findlay Park Partners London, United Kingdom	$466M	+$454M	10	5.94%	New
207	PIM Platinum Investment Management Sydney Australia 2000, Australia	$466M	+$441M	2	8.88%	New
208	GTP Global Thematic Partners New York	$464M	+$457M	3	6.83%	New
209	CRC Cedar Rock Capital London, United Kingdom	$445M	+$440M	1	17.8%	New
210	Westwood Holdings Group Dallas, Texas	$445M	+$440M	7	3.89%	New
211	Irish Life Investment Managers Dublin, Ireland	$445M	+$451M	47	5.62%	New
212	WestEnd Advisors Charlotte, North Carolina	$444M	+$460M	5	14.61%	New
213	TPSF Texas Permanent School Fund Austin, Texas	$444M	+$448M	38	4.62%	New
214	ACI AMP Capital Investors Sydney, Australia	$443M	+$446M	37	3.44%	New
215	Sarasin & Partners London, United Kingdom	$442M	+$439M	3	6.29%	New
216	Longview Partners St Peter Port, Guernsey	$441M	+$477M	1	4.38%	New
217	CS Cisco Systems San Jose, California	$435M	+$476M	1	25.1%	New
218	Suntrust Banks Atlanta, Georgia	$426M	+$434M	37	1.88%	New
219	Bessemer Group Woodbridge, New Jersey	$426M	+$420M	37	3.82%	New
220	CCM Cadian Capital Management New York	$422M	+$384M	7	12.94%	New
221	NCGI Next Century Growth Investors Plymouth, Minnesota	$421M	+$390M	14	13.5%	New
222	Ninety One (UK) London, United Kingdom	$419M	+$412M	2	3.21%	New
223	Susquehanna International Group Bala Cynwyd, Pennsylvania	$418M	+$434M	47	0.24%	New
224	State of Michigan Retirement System Lansing, Michigan	$411M	+$417M	27	3.77%	New
225	Ruane, Cunniff & Goldfarb New York	$411M	+$437M	8	2.65%	New