← 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
251
ING Group
ING Group
Netherlands
$2.01B -$24.3M 27 9.85% Reduced
252
LSV Asset Management
LSV Asset Management
Illinois
$2B +$526M 35 3.63% Increased
253
Woodline Partners
Woodline Partners
California
$2B +$116M 56 6.19% Increased
254
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$1.99B +$183M 29 9.69% Increased
255
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.98B -$6.07M 8 11.71% Reduced
256
CIBC World Market
CIBC World Market
Ontario, Canada
$1.97B +$7.88M 46 3.16% Increased
257
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.97B +$235M 10 4.65% Increased
258
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.95B -$199M 12 8.97% Reduced
259
Alkeon Capital Management
Alkeon Capital Management
New York
$1.94B -$330M 10 2.62% Reduced
260
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$1.94B -$22.2M 30 21.19% Reduced
261
Advent International
Advent International
Massachusetts
$1.9B +$145M 9 10.73% Increased
262
Select Equity Group
Select Equity Group
New York
$1.87B -$46.6M 16 9.24% Reduced
263
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.85B +$168M 129 2.28% Increased
264
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.84B -$90.2M 16 8.03% Reduced
265
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.83B -$450M 6 17.91% Reduced
266
Czech National Bank
Czech National Bank
Czech Republic
$1.79B +$80.7M 30 9.75% Increased
267
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.79B +$11.1M 98 8.98% Increased
268
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.78B -$9.91M 31 17.27% Reduced
269
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.78B +$101M 58 7.79% Increased
270
AssetMark Inc
AssetMark Inc
California
$1.78B +$6.82M 85 3.05% Increased
271
M&T Bank
M&T Bank
New York
$1.78B -$42.3M 70 5.21% Reduced
272
Vinva Investment Management
Vinva Investment Management
Australia
$1.76B +$839M 49 11.67% Increased
273
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.72B -$106M 119 7.78% Reduced
274
Artisan Partners
Artisan Partners
Wisconsin
$1.71B -$835M 16 2.71% Reduced
275
USS Investment Management
USS Investment Management
United Kingdom
$1.71B -$58.3M 37 6.13% Reduced