← All themes

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
DnB Asset Management
DnB Asset Management
Norway
$870M +$196M 28 11.58% Increased
202
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$870M +$62.4M 22 7.84% Increased
203
Generation Investment Management
Generation Investment Management
United Kingdom
$862M -$20.1M 3 8.29% Reduced
204
Thomaspartners
Thomaspartners
Massachusetts
$861M +$56.4M 3 6.88% Increased
205
Manning & Napier Advisors
Manning & Napier Advisors
New York
$858M -$140M 13 7.35% Reduced
206
First Manhattan
First Manhattan
New York
$858M -$47M 36 4.91% Reduced
207
Two Sigma Investments
Two Sigma Investments
New York
$856M +$27.2M 60 3.03% Increased
208
Baird Financial Group
Baird Financial Group
Wisconsin
$842M +$10.8M 28 6.35% Increased
209
Balyasny Asset Management
Balyasny Asset Management
Illinois
$841M -$35.7M 55 3.3% Reduced
210
ACI
AMP Capital Investors
Australia
$838M -$1.55M 41 4.72% Reduced
211
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$838M -$212M 45 4.26% Reduced
212
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$819M +$7.36M 7 4.31% Increased
213
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$819M -$58.2M 38 5.09% Reduced
214
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$818M +$43M 8 6.97% Increased
215
Bahl & Gaynor
Bahl & Gaynor
Ohio
$804M -$29M 16 8.81% Reduced
216
Riverbridge Partners
Riverbridge Partners
Minnesota
$803M +$1.3M 15 15.82% Increased
217
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$802M +$48.1M 11 8.39% Increased
218
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$801M +$102M 4 6.08% Increased
219
Soroban Capital Partners
Soroban Capital Partners
New York
$796M +$112M 1 3% Increased
220
Polar Capital
Polar Capital
United Kingdom
$790M +$22.4M 24 8.89% Increased
221
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$789M -$138M 37 2.54% Reduced
222
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$776M +$1.9M 4 4.59% Increased
223
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$773M -$3.6M 80 4.84% Reduced
224
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$771M +$10.3M 14 16.14% Increased
225
CCM
Cantillon Capital Management
New York
$764M +$98.4M 3 8.89% Increased