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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.33B +$203M 95 9.8% Increased
227
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.33B -$402M 28 13.73% Reduced
228
ING Group
ING Group
Netherlands
$2.31B +$7.85M 35 13.7% Increased
229
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.31B +$3.79M 69 11.61% Increased
230
Riverbridge Partners
Riverbridge Partners
Minnesota
$2.28B -$152M 31 31.01% Reduced
231
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.28B -$1.65M 89 3.99% Reduced
232
AustralianSuper
AustralianSuper
Australia
$2.27B +$338M 19 13.07% Increased
233
MCMC
Matrix Capital Management Company
New Hampshire
$2.24B +$52.1M 5 17.07% Increased
234
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.24B +$680M 78 12.73% Increased
235
Boston Partners
Boston Partners
Massachusetts
$2.23B +$288M 27 2.77% Increased
236
Holocene Advisors
Holocene Advisors
New York
$2.2B -$103M 53 9.19% Reduced
237
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.19B -$4.37B 83 10.93% Reduced
238
Resona Asset Management
Resona Asset Management
Japan
$2.19B -$117M 57 13.19% Reduced
239
Credit Agricole
Credit Agricole
France
$2.17B +$1.22B 61 11.66% Increased
240
KeyBank National Association
KeyBank National Association
Ohio
$2.16B -$1.03M 48 8.83% Reduced
241
Comerica Bank
Comerica Bank
Texas
$2.15B -$3.6M 128 8.94% Reduced
242
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.11B +$41.4M 26 13.78% Increased
243
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$2.11B -$96.4M 3 11.77% Reduced
244
M&T Bank
M&T Bank
New York
$2.1B +$32.9M 83 7.17% Increased
245
Squarepoint
Squarepoint
New York
$2.07B +$335M 125 3.42% Increased
246
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.06B -$71.2M 47 10.6% Reduced
247
M&G plc
M&G plc
United Kingdom
$2.04B -$150M 33 8.06% Reduced
248
CF
Corebridge Financial
Texas
$2.04B +$1.93B 153 11.21% New
249
CIBC World Markets
CIBC World Markets
New York
$2.04B +$170M 51 13.35% Increased
250
Voloridge Investment Management
Voloridge Investment Management
Florida
$2.02B +$333M 66 7.51% Increased