← All themes

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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.15B -$74.4M 77 8.94% Reduced
227
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.15B +$339M 81 4.94% Increased
228
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.13B +$160M 11 10.11% Increased
229
Voloridge Investment Management
Voloridge Investment Management
Florida
$2.13B +$562M 41 8.54% Increased
230
Advent International
Advent International
Massachusetts
$2.13B -$20.8M 9 50.08% Reduced
231
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.12B -$4.08M 77 7.13% Reduced
232
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.12B +$397M 31 10.71% Increased
233
Resona Asset Management
Resona Asset Management
Japan
$2.11B +$33.4M 48 10.51% Increased
234
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.09B +$2.37B 1 15.26% New
235
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.09B -$7.55M 68 8.06% Reduced
236
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.05B +$110M 49 10.85% Increased
237
Alkeon Capital Management
Alkeon Capital Management
New York
$2.05B -$102M 11 3.45% Reduced
238
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.05B +$153M 8 13.59% Increased
239
Select Equity Group
Select Equity Group
New York
$2.03B -$467M 23 10.38% Reduced
240
Osaic Holdings
Osaic Holdings
Arizona
$2.03B +$152M 160 2.97% Increased
241
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.01B +$176M 68 4.99% Increased
242
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.01B -$96.6M 66 2.81% Reduced
243
LP
Linonia Partnership
New York
$2.01B +$558M 2 37.32% Increased
244
KeyBank National Association
KeyBank National Association
Ohio
$2B -$55.8M 46 7.29% Reduced
245
UniSuper Management
UniSuper Management
Australia
$1.97B -$124M 44 12.91% Reduced
246
ING Group
ING Group
Netherlands
$1.96B -$79.9M 30 12.01% Reduced
247
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.96B +$91.9M 28 10.82% Increased
248
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.95B -$228M 14 9.83% Reduced
249
Rafferty Asset Management
Rafferty Asset Management
New York
$1.92B -$84.4M 38 7.81% Reduced
250
Iconiq Capital
Iconiq Capital
California
$1.91B -$48.2M 11 42.85% Reduced