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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
AIG
American International Group
New York
$2.47B -$97.1M 137 8.37% Reduced
202
DSM Capital Partners
DSM Capital Partners
Florida
$2.44B -$88.1M 5 23.55% Reduced
203
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.42B +$80.3M 87 10.68% Increased
204
Temasek Holdings
Temasek Holdings
Singapore
$2.41B +$567M 11 8.05% Increased
205
Two Sigma Advisers
Two Sigma Advisers
New York
$2.4B -$813M 98 6.33% Reduced
206
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.39B -$2.82M 59 24.18% Reduced
207
Man Group
Man Group
United Kingdom
$2.39B +$261M 104 8.4% Increased
208
Jensen Investment Management
Jensen Investment Management
Oregon
$2.38B -$17.2M 9 17.97% Reduced
209
Asset Management One
Asset Management One
Japan
$2.35B -$17.5M 69 8.76% Reduced
210
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.31B -$54.8M 39 8.36% Reduced
211
LPL Financial
LPL Financial
California
$2.31B +$124M 110 2.34% Increased
212
SIMS
SPT Invest Management Sarl
Luxembourg
$2.3B $0 1 84.86% Maintained
213
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$2.28B +$76.3M 39 14.47% Increased
214
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.28B +$104M 90 4.64% Increased
215
First Manhattan
First Manhattan
New York
$2.27B +$208M 61 8.29% Increased
216
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.25B -$233M 94 8.46% Reduced
217
Generation Investment Management
Generation Investment Management
United Kingdom
$2.24B +$176M 7 9.29% Increased
218
CCM
Cantillon Capital Management
New York
$2.24B +$73.3M 6 15.09% Increased
219
Two Sigma Investments
Two Sigma Investments
New York
$2.22B -$538M 110 5.03% Reduced
220
Nomura Asset Management
Nomura Asset Management
Japan
$2.2B +$175M 57 12.75% Increased
221
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.18B +$90.5M 13 15.01% Increased
222
Storebrand Asset Management
Storebrand Asset Management
Norway
$2.17B +$54M 55 10.56% Increased
223
AustralianSuper
AustralianSuper
Australia
$2.16B -$12.7M 12 15.08% Reduced
224
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.16B -$377M 22 12.94% Reduced
225
VanEck Associates
VanEck Associates
New York
$2.14B +$570M 39 5.06% Increased
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