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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
251
Alyeska Investment Group
Alyeska Investment Group
Illinois
$2.42B -$283M 32 8.52% Reduced
252
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.41B +$21.1M 76 6.29% Increased
253
TCW Group
TCW Group
California
$2.39B +$10.4M 13 18.76% Increased
254
M&G plc
M&G plc
United Kingdom
$2.39B -$18.6M 30 13.19% Reduced
255
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.38B -$400M 4 16.94% Reduced
256
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.37B -$26.2M 9 15.77% Reduced
257
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.35B +$64.8M 7 13.52% Increased
258
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$2.33B -$210M 22 13.41% Reduced
259
Calamos Advisors
Calamos Advisors
Illinois
$2.31B -$12.3M 46 9.1% Reduced
260
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.31B -$78.3M 137 13.58% Reduced
261
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.3B -$6.54M 117 13.25% Reduced
262
M&T Bank
M&T Bank
New York
$2.3B -$64.6M 73 7.89% Reduced
263
Jensen Investment Management
Jensen Investment Management
Oregon
$2.29B -$288M 12 26.79% Reduced
264
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.27B -$101M 138 10.23% Reduced
265
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.26B +$88.9M 99 3.82% Increased
266
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$2.26B -$91.9M 35 32.87% Reduced
267
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.26B +$281M 98 7.95% Increased
268
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$2.25B +$74.4M 8 19.43% Increased
269
Natixis
Natixis
France
$2.22B -$417M 65 9.85% Reduced
270
CIBC World Markets
CIBC World Markets
New York
$2.21B +$150M 83 13.88% Increased
271
Durable Capital Partners
Durable Capital Partners
Maryland
$2.21B -$251M 8 16.73% Reduced
272
Longview Partners
Longview Partners
Guernsey
$2.2B -$188M 4 18.97% Reduced
273
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.2B +$280M 48 9.39% Increased
274
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$2.16B +$44.8M 45 15.02% Increased
275
Första AP-fonden
Första AP-fonden
Sweden
$2.08B +$65.6M 47 13.67% Increased