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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
Eagle Asset Management
Eagle Asset Management
Florida
$787M -$61.4M 34 4.95% Reduced
202
Acadian Asset Management
Acadian Asset Management
Massachusetts
$784M +$58.1M 32 3.59% Increased
203
ACI
AMP Capital Investors
Australia
$767M +$21.7M 39 4.57% Increased
204
Thomaspartners
Thomaspartners
Massachusetts
$764M +$52.7M 3 7.04% Increased
205
Capital Guardian Trust
Capital Guardian Trust
California
$759M +$20.5M 26 5.68% Increased
206
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$758M +$79.1M 35 5.04% Increased
207
Baird Financial Group
Baird Financial Group
Wisconsin
$753M -$1.55M 27 6.09% Reduced
208
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$744M +$20.5M 35 12.57% Increased
209
CIP
Champlain Investment Partners
Vermont
$738M +$39.9M 11 9.7% Increased
210
Riverbridge Partners
Riverbridge Partners
Minnesota
$720M -$18.2M 15 14.45% Reduced
211
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$717M -$19.4M 79 4.97% Reduced
212
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$717M +$18.7M 3 6.31% Increased
213
SCM
Steadfast Capital Management
New York
$710M +$99.1M 3 13.7% Increased
214
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$700M -$55.6M 3 4.05% Reduced
215
Scharf Investments
Scharf Investments
California
$697M -$43.4M 3 16.67% Reduced
216
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$696M -$34.5M 13 15.51% Reduced
217
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$695M +$19.1M 7 3.78% Increased
218
Longview Partners
Longview Partners
Guernsey
$693M -$32.8M 1 4.51% Reduced
219
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$682M -$1.26M 34 6.46% Reduced
220
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$679M -$7.97M 23 6.23% Reduced
221
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$674M +$167M 34 1.8% Increased
222
Two Sigma Investments
Two Sigma Investments
New York
$673M -$790K 55 2.27% Reduced
223
Polar Capital
Polar Capital
United Kingdom
$663M +$30.1M 21 9.94% Increased
224
Westwood Holdings Group
Westwood Holdings Group
Texas
$662M -$64.5M 10 5.38% Reduced
225
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$659M +$55.5M 20 7.18% Increased