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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
Holocene Advisors
Holocene Advisors
New York
$2.78B -$226M 56 6.77% Reduced
227
Pacer Advisors
Pacer Advisors
Pennsylvania
$2.74B +$706M 81 6.82% Increased
228
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.74B -$21.5M 82 9.81% Reduced
229
CIP
Champlain Investment Partners
Vermont
$2.73B +$102M 21 19.07% Increased
230
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.73B -$145M 68 12.3% Reduced
231
Rafferty Asset Management
Rafferty Asset Management
New York
$2.72B +$280M 49 8.96% Increased
232
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.7B -$97.8M 121 11.35% Reduced
233
UniSuper Management
UniSuper Management
Australia
$2.7B +$46.9M 48 18.09% Increased
234
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.66B +$3.23M 85 10.3% Increased
235
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$2.65B -$26.6M 47 15.21% Reduced
236
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.65B +$47.9M 64 17.03% Increased
237
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$2.64B +$235M 5 17.09% Increased
238
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.61B -$22.7M 70 8.07% Reduced
239
Voloridge Investment Management
Voloridge Investment Management
Florida
$2.58B +$444M 62 9.52% Increased
240
Swiss Life Asset Management
Swiss Life Asset Management
$2.58B +$170M 58 15.19% Increased
241
KeyBank National Association
KeyBank National Association
Ohio
$2.56B -$60.2M 53 9.52% Reduced
242
Wasatch Advisors
Wasatch Advisors
Utah
$2.51B +$63.9M 34 13.15% Increased
243
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.5B -$358M 22 13.07% Reduced
244
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.49B +$19.4M 27 14.36% Increased
245
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.48B -$15M 49 12.84% Reduced
246
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$2.48B +$391M 34 12.3% Increased
247
Boston Partners
Boston Partners
Massachusetts
$2.47B -$177M 24 2.75% Reduced
248
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.46B -$101M 3 24.57% Reduced
249
Comerica Bank
Comerica Bank
Texas
$2.45B -$6.16M 119 9.52% Reduced
250
Quantinno Capital Management
Quantinno Capital Management
New York
$2.45B +$568M 117 10.58% Increased