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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
DSM Capital Partners
DSM Capital Partners
Florida
$2.14B -$4.23M 5 22.81% Reduced
202
Sanders Capital
Sanders Capital
Florida
$2.13B +$3.71M 1 5.14% Increased
203
CCM
Cantillon Capital Management
New York
$2.13B +$286M 6 15.49% Increased
204
Jensen Investment Management
Jensen Investment Management
Oregon
$2.11B +$116M 9 16.91% Increased
205
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.11B -$70.5M 38 7.96% Reduced
206
Asset Management One
Asset Management One
Japan
$2.1B -$33.6M 65 8.34% Reduced
207
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.09B -$285M 72 7.27% Reduced
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.09B +$380M 77 5.15% Increased
209
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08B +$7.64M 22 23% Increased
210
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.03B -$759M 84 9.2% Reduced
211
Marshall Wace North America
Marshall Wace North America
New York
$2.01B +$825M 83 8.29% Increased
212
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.99B +$265M 3 10.88% Increased
213
TimesSquare Capital Management
TimesSquare Capital Management
New York
$1.98B -$14.8M 33 16.92% Reduced
214
SCM
Steadfast Capital Management
New York
$1.96B +$219M 7 20.44% Increased
215
Vontobel Asset Management
Vontobel Asset Management
New York
$1.96B +$305M 4 11.9% Increased
216
LSV Asset Management
LSV Asset Management
Illinois
$1.95B -$198M 18 3.34% Reduced
217
DF Dent & Co
DF Dent & Co
Maryland
$1.94B -$3.54M 25 22.54% Reduced
218
AustralianSuper
AustralianSuper
Australia
$1.94B -$303M 12 15.19% Reduced
219
BCM
Bares Capital Management
Texas
$1.94B -$12.6M 8 36.25% Reduced
220
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.92B -$212M 42 14.4% Reduced
221
Epoch Investment Partners
Epoch Investment Partners
New York
$1.92B -$91.5M 17 8.98% Reduced
222
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.92B +$35.4M 84 4.32% Increased
223
LPL Financial
LPL Financial
California
$1.91B +$55.5M 105 2.2% Increased
224
Melvin Capital Management
Melvin Capital Management
New York
$1.91B -$433M 7 10.91% Reduced
225
Soroban Capital Partners
Soroban Capital Partners
New York
$1.89B +$65.3M 3 16.16% Increased