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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	First Manhattan New York	$1.4B	-$10.9M	40	7.04%	Reduced
202	AustralianSuper Melbourne, Australia	$1.36B	+$75.8M	9	11.48%	Increased
203	Mawer Investment Management Calgary, Alberta, Canada	$1.35B	+$58.3M	9	10.96%	Increased
204	AMF Tjänstepension Stockholm, Sweden	$1.34B	+$9.22M	8	12.8%	Increased
205	JP Morgan Private Wealth Advisors San Francisco, California	$1.34B	+$61.4M	61	6.08%	Increased
206	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.34B	-$28.6M	48	5.9%	Reduced
207	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.34B	-$248M	67	2.63%	Reduced
208	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.33B	-$14.5M	53	10.45%	Reduced
209	Wasatch Advisors Salt Lake City, Utah	$1.33B	+$78.7M	22	10.87%	Increased
210	Glenmede Trust Philadelphia, Pennsylvania	$1.3B	-$151K	83	5.92%	Reduced
211	TCW Group Los Angeles, California	$1.29B	-$47.6M	19	14.28%	Reduced
212	GGHC Gilder Gagnon Howe & Co New York	$1.28B	-$55.4M	28	13.24%	Reduced
213	CCM Cantillon Capital Management New York	$1.27B	+$186M	4	11.8%	Increased
214	THLTP Thomas H. Lee (THL) Partners Boston, Massachusetts	$1.27B	-$275M	1	52.56%	Reduced
215	BNP Paribas Asset Management Paris, France	$1.26B	+$95.5M	39	8.63%	Increased
216	ACI AMP Capital Investors Sydney, Australia	$1.25B	-$50.1M	52	6.85%	Reduced
217	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$1.23B	+$102M	7	26.09%	Increased
218	MN Services Vermogensbeheer The Hague, Netherlands	$1.22B	+$38M	27	10.43%	Increased
219	Carillon Tower Advisers St. Petersburg, Florida	$1.21B	-$75.9M	29	8.11%	Reduced
220	Charles Schwab Investment Advisory San Francisco, California	$1.21B	+$26.5M	3	1.72%	Increased
221	Longview Partners St Peter Port, Guernsey	$1.2B	+$18M	1	5.02%	Increased
222	Brown Brothers Harriman & Co New York	$1.18B	-$5.37M	53	7.56%	Reduced
223	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.16B	+$40.5M	63	3.73%	Increased
224	SCH Sylebra Capital (HK) Hong Kong	$1.16B	+$144M	7	45.41%	Increased
225	Nomura Asset Management Tokyo, Japan	$1.16B	+$22.1M	48	10.36%	Increased