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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.48B -$1.33M 57 8.38% Reduced
277
DF Dent & Co
DF Dent & Co
Maryland
$1.47B -$63.4M 23 19.87% Reduced
278
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.46B +$44M 64 5.6% Increased
279
Wellcome Trust
Wellcome Trust
United Kingdom
$1.46B -$94M 3 19.22% Reduced
280
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.45B -$8.09M 158 10.59% Reduced
281
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.45B +$1.99M 141 10.66% Increased
282
AustralianSuper
AustralianSuper
Australia
$1.45B -$586M 19 9.22% Reduced
283
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.45B +$2.89M 15 15.28% Increased
284
LSV Asset Management
LSV Asset Management
Illinois
$1.44B -$20M 19 3.18% Reduced
285
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.44B +$52.5M 130 11.68% Increased
286
Boston Partners
Boston Partners
Massachusetts
$1.43B -$228M 26 1.93% Reduced
287
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.42B -$65.5M 57 11.45% Reduced
288
CCLA Investment Management
CCLA Investment Management
United Kingdom
$1.41B -$28.7M 13 25.08% Reduced
289
Soroban Capital Partners
Soroban Capital Partners
New York
$1.41B $0 2 18.97% Maintained
290
Congress Asset Management
Congress Asset Management
Massachusetts
$1.4B +$18.4M 30 12.2% Increased
291
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.39B +$411M 57 6.07% Increased
292
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.39B -$144M 107 9.3% Reduced
293
PineBridge Investments
PineBridge Investments
New York
$1.38B +$22M 66 14.92% Increased
294
Amalgamated Bank
Amalgamated Bank
New York
$1.38B -$25.4M 158 11.17% Reduced
295
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.37B -$594M 6 5.07% Reduced
296
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.36B -$160M 6 13.99% Reduced
297
HFCIX
H&F Corporate Investors X
California
$1.36B $0 1 100% Maintained
298
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$1.35B +$1.22B 11 52.88% Increased
299
SCGE Management
SCGE Management
California
$1.34B +$39.9M 6 31.58% Increased
300
Natixis
Natixis
France
$1.33B +$519M 56 10.82% Increased