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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$835M -$13.6M 33 6.66% Reduced
202
EC
Eminence Capital
New York
$828M -$358M 4 14.09% Reduced
203
Generation Investment Management
Generation Investment Management
United Kingdom
$827M -$768M 3 8.42% Reduced
204
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$821M +$35.9M 40 5.29% Increased
205
Riverbridge Partners
Riverbridge Partners
Minnesota
$817M -$15.6M 16 15.62% Reduced
206
Longview Partners
Longview Partners
Guernsey
$815M +$32.7M 1 4.7% Increased
207
Balyasny Asset Management
Balyasny Asset Management
Illinois
$811M +$180M 37 3.35% Increased
208
Thomaspartners
Thomaspartners
Massachusetts
$804M +$37.5M 3 6.91% Increased
209
ACI
AMP Capital Investors
Australia
$804M +$1.76M 39 4.77% Increased
210
SCM
Steadfast Capital Management
New York
$795M +$26.8M 4 14.56% Increased
211
Baird Financial Group
Baird Financial Group
Wisconsin
$795M -$13.4M 28 6.23% Reduced
212
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$794M -$39.1M 33 5.48% Reduced
213
Bahl & Gaynor
Bahl & Gaynor
Ohio
$781M -$43.4M 16 8.91% Reduced
214
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$775M -$37.2M 3 4.87% Reduced
215
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$769M +$46.4M 22 7.68% Increased
216
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$768M +$46M 7 4.1% Increased
217
Acadian Asset Management
Acadian Asset Management
Massachusetts
$764M -$55.1M 34 3.46% Reduced
218
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$764M +$62.6M 38 7.05% Increased
219
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$762M +$55.2M 8 7.03% Increased
220
Two Sigma Investments
Two Sigma Investments
New York
$755M +$36.1M 64 2.73% Increased
221
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$751M -$10.1M 4 4.5% Reduced
222
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$742M -$5.69M 81 5.12% Reduced
223
Tiger Global Management
Tiger Global Management
New York
$740M +$575M 2 6.4% Increased
224
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$723M +$16M 3 6.56% Increased
225
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$718M -$17.5M 12 14.97% Reduced