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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	AMF Tjänstepension Stockholm, Sweden	$1.3B	-$2.55M	9	16.47%	Reduced
202	Nomura Asset Management Tokyo, Japan	$1.29B	+$229M	49	13.38%	Increased
203	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.28B	+$228M	57	9.82%	Increased
204	LSV Asset Management Chicago, Illinois	$1.26B	+$6.63M	17	3.05%	Increased
205	TimesSquare Capital Management New York	$1.24B	-$25.6M	31	14.79%	Reduced
206	Boston Partners Boston, Massachusetts	$1.23B	-$119M	12	2.44%	Reduced
207	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.21B	-$46.5M	51	12.25%	Reduced
208	Bahl & Gaynor Cincinnati, Ohio	$1.21B	-$72.4M	16	10.56%	Reduced
209	SCGE Management Menlo Park, California	$1.2B	+$309M	11	37.77%	Increased
210	ACA Abdiel Capital Advisors New York	$1.2B	+$187M	6	56.04%	Increased
211	Millennium Management New York	$1.2B	-$1.21B	111	2.69%	Reduced
212	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.18B	+$163M	63	10.52%	Increased
213	Pendal Group Sydney, Australia	$1.17B	-$254M	31	19.94%	Reduced
214	Generation Investment Management London, United Kingdom	$1.17B	+$46.5M	5	8.29%	Increased
215	TCW Group Los Angeles, California	$1.16B	-$28.7M	21	15.99%	Reduced
216	Natixis Advisors Boston, Massachusetts	$1.15B	+$187M	46	9.35%	Increased
217	Egerton Capital (UK) London, United Kingdom	$1.14B	-$740M	2	11.81%	Reduced
218	BNP Paribas Asset Management Paris, France	$1.14B	-$25.5M	36	9.69%	Reduced
219	ACI AMP Capital Investors Sydney, Australia	$1.13B	-$63.5M	51	8.36%	Reduced
220	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.13B	+$19.4M	66	4.91%	Increased
221	SCH Sylebra Capital (HK) Hong Kong	$1.12B	+$42.4M	8	45.96%	Increased
222	CCM Cantillon Capital Management New York	$1.12B	+$108M	5	12.39%	Increased
223	Mirae Asset Global Investments Seoul, South Korea	$1.12B	+$209M	58	8.72%	Increased
224	Vontobel Asset Management New York	$1.09B	+$88.3M	3	8.26%	Increased
225	Marshall Wace North America New York	$1.09B	-$837M	48	8.29%	Reduced