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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
276
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.33B +$9.75M 46 8.76% Increased
277
LSV Asset Management
LSV Asset Management
Illinois
$1.32B -$111M 20 2.95% Reduced
278
INTECH Investment Management
INTECH Investment Management
Florida
$1.29B -$235M 51 10.43% Reduced
279
Wellcome Trust
Wellcome Trust
United Kingdom
$1.29B -$28.5M 3 17.99% Reduced
280
CCLA Investment Management
CCLA Investment Management
United Kingdom
$1.28B -$330M 13 25.2% Reduced
281
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.27B +$78.8M 89 6.9% Increased
282
ACA
Abdiel Capital Advisors
New York
$1.27B +$252M 4 55.6% Increased
283
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.26B -$17.5M 152 9.08% Reduced
284
LT
Lindsell Train
United Kingdom
$1.26B -$44.6M 5 21.97% Reduced
285
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26B +$31.2M 70 9.08% Increased
286
Rafferty Asset Management
Rafferty Asset Management
New York
$1.25B +$159M 53 8.5% Increased
287
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.25B +$75.6M 62 10.51% Increased
288
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.25B +$75M 80 6.23% Increased
289
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.25B -$31.8M 131 9.77% Reduced
290
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.24B -$32.4M 70 5.06% Reduced
291
Congress Asset Management
Congress Asset Management
Massachusetts
$1.23B +$53.4M 28 11.5% Increased
292
Starboard Value
Starboard Value
New York
$1.23B +$149M 4 24.7% Increased
293
HFCIX
H&F Corporate Investors X
California
$1.23B $0 1 100% Maintained
294
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.23B +$28.9M 61 4.86% Increased
295
Amalgamated Bank
Amalgamated Bank
New York
$1.22B +$4.21M 155 10.37% Increased
296
TCW Group
TCW Group
California
$1.22B -$6.1M 17 15.55% Reduced
297
NMO
Newlands Management Operations
Texas
$1.19B +$103M 10 21.33% Increased
298
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.19B +$14.3M 128 10.7% Increased
299
Soroban Capital Partners
Soroban Capital Partners
New York
$1.19B -$49.6M 2 16.34% Reduced
300
PineBridge Investments
PineBridge Investments
New York
$1.18B +$110M 52 13.29% Increased