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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
226
Wasatch Advisors
Wasatch Advisors
Utah
$2.31B +$333M 26 12.06% Increased
227
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.28B +$428M 69 5.53% Increased
228
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.28B -$189M 70 11.89% Reduced
229
Two Sigma Investments
Two Sigma Investments
New York
$2.28B -$829M 144 5.35% Reduced
230
Holocene Advisors
Holocene Advisors
New York
$2.25B -$22.5M 56 8.28% Reduced
231
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.24B +$55.3M 92 3.91% Increased
232
Resona Asset Management
Resona Asset Management
Japan
$2.23B +$2.17B 58 13.25% New
233
Rathbones Group
Rathbones Group
United Kingdom
$2.22B +$67M 31 12.78% Increased
234
ING Group
ING Group
Netherlands
$2.21B +$77.5M 40 15.15% Increased
235
Bahl & Gaynor
Bahl & Gaynor
Ohio
$2.17B -$73.8M 18 12.11% Reduced
236
Silver Lake Group
Silver Lake Group
California
$2.15B -$141M 4 26.13% Reduced
237
MCMC
Matrix Capital Management Company
New Hampshire
$2.14B +$111M 6 19.84% Increased
238
BI
BlueSpruce Investments
Illinois
$2.12B +$439M 4 37.98% Increased
239
Comerica Bank
Comerica Bank
Texas
$2.11B -$15.6M 130 9.1% Reduced
240
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$2.11B -$182M 3 12.08% Reduced
241
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.11B -$49.9M 3 15.3% Reduced
242
Axiom Investors
Axiom Investors
Connecticut
$2.09B -$237M 17 18.23% Reduced
243
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.06B +$24.2M 103 8.87% Increased
244
IHG
Insight Holdings Group
New York
$2.06B -$403M 13 57.46% Reduced
245
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.05B -$58.6M 23 13.18% Reduced
246
M&G plc
M&G plc
United Kingdom
$2.04B +$1.96B 29 7.71% New
247
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.03B +$44.2M 47 10.93% Increased
248
KeyBank National Association
KeyBank National Association
Ohio
$2.02B +$9.53M 46 8.32% Increased
249
VEPM
Vista Equity Partners Management
California
$2.01B +$71.6M 20 53.8% Increased
250
Temasek Holdings
Temasek Holdings
Singapore
$2.01B -$353M 14 11.11% Reduced