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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
Man Group
Man Group
United Kingdom
$1.97B +$2.19B 100 9.15% New
202
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.97B +$34.4M 88 10.76% Increased
203
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.96B -$580M 171 0.51% Reduced
204
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.94B -$2.76M 77 4.31% Reduced
205
DnB Asset Management
DnB Asset Management
Norway
$1.94B -$89.6M 45 14.94% Reduced
206
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.91B -$34.2M 32 11.42% Reduced
207
HighTower Advisors
HighTower Advisors
Illinois
$1.9B +$34.8M 95 5.08% Increased
208
Nomura Asset Management
Nomura Asset Management
Japan
$1.89B +$242M 59 12.05% Increased
209
Aviva
Aviva
United Kingdom
$1.84B -$289K 62 10.63% Reduced
210
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.84B +$22.1M 57 11.09% Increased
211
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.83B +$95.8M 4 19.27% Increased
212
Skye Global Management
Skye Global Management
Florida
$1.8B -$18.8M 7 41.96% Reduced
213
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.79B -$10.4M 39 23.32% Reduced
214
First Manhattan
First Manhattan
New York
$1.76B +$14.7M 60 7.44% Increased
215
Natixis
Natixis
France
$1.75B +$261M 65 8.18% Increased
216
Eagle Asset Management
Eagle Asset Management
Florida
$1.74B +$14.9M 44 11.39% Increased
217
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.74B -$13.9M 42 8.07% Reduced
218
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.73B -$318M 34 11.05% Reduced
219
Harding Loevner
Harding Loevner
New Jersey
$1.73B +$15M 17 11.32% Increased
220
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.7B +$599M 94 5.22% Increased
221
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.67B -$61.2M 45 12.69% Reduced
222
Asset Management One
Asset Management One
Japan
$1.66B -$4.55M 74 8.46% Reduced
223
Candriam SCA
Candriam SCA
Luxembourg
$1.65B +$368M 59 11.62% Increased
224
CCM
Cantillon Capital Management
New York
$1.63B +$66.7M 6 14.79% Increased
225
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.62B +$104M 83 11.22% Increased
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