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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
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.97B -$200M 3 9.33% Reduced
202
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.95B -$2.94M 57 10.76% Reduced
203
First Manhattan
First Manhattan
New York
$1.94B +$30.1M 56 7.13% Increased
204
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.94B -$96.9M 95 9.56% Reduced
205
ARK Investment Management
ARK Investment Management
Florida
$1.93B -$76.4M 25 16.76% Reduced
206
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.91B +$54.8M 6 7.35% Increased
207
Corient Private Wealth
Corient Private Wealth
Florida
$1.91B +$1.89B 61 6.95% New
208
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.9B +$80.8M 94 5.2% Increased
209
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.86B -$28.3M 42 8.11% Reduced
210
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.83B +$345M 42 6.24% Increased
211
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.82B -$30.8M 36 22.55% Reduced
212
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.82B +$112M 20 9.7% Increased
213
CCM
Cantillon Capital Management
New York
$1.81B -$34.8M 6 15.36% Reduced
214
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.81B +$30.3M 45 12.38% Increased
215
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.81B -$950M 6 19.69% Reduced
216
Eagle Asset Management
Eagle Asset Management
Florida
$1.81B +$35.9M 45 11.08% Increased
217
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.78B +$48.6M 28 14.22% Increased
218
Natixis
Natixis
France
$1.78B -$46M 58 9.98% Reduced
219
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.75B +$555M 102 4.45% Increased
220
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.74B +$26.4M 59 4.49% Increased
221
Viking Global Investors
Viking Global Investors
Connecticut
$1.71B -$638M 4 8.58% Reduced
222
Candriam SCA
Candriam SCA
Luxembourg
$1.71B -$13.3M 51 11.55% Reduced
223
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.7B +$31.9M 79 10.38% Increased
224
AKRE Capital Management
AKRE Capital Management
Virginia
$1.69B -$1.18B 4 15.23% Reduced
225
Asset Management One
Asset Management One
Japan
$1.68B -$87.1M 70 8.18% Reduced
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