← 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
276
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.37B -$22.4M 139 10.46% Reduced
277
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.37B -$67.4M 61 5.11% Reduced
278
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.37B -$15.7M 128 11.61% Reduced
279
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.36B -$26.5M 156 10.63% Reduced
280
SCGE Management
SCGE Management
California
$1.36B +$72.6M 6 35.36% Increased
281
Congress Asset Management
Congress Asset Management
Massachusetts
$1.33B -$40.7M 30 11.79% Reduced
282
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.33B -$8.23M 55 11.75% Reduced
283
AKRE Capital Management
AKRE Capital Management
Virginia
$1.32B -$549M 3 11.5% Reduced
284
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32B +$124M 52 9.47% Increased
285
TCW Group
TCW Group
California
$1.32B -$122M 15 16.54% Reduced
286
CCLA Investment Management
CCLA Investment Management
United Kingdom
$1.32B -$65.8M 13 24.57% Reduced
287
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.32B +$554M 25 8.93% Increased
288
Wellcome Trust
Wellcome Trust
United Kingdom
$1.31B -$120M 3 17.44% Reduced
289
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.31B -$143M 73 6.46% Reduced
290
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.31B +$63.4M 12 13.86% Increased
291
ACA
Abdiel Capital Advisors
New York
$1.31B -$85.1M 4 57.3% Reduced
292
Boston Partners
Boston Partners
Massachusetts
$1.3B -$30.6M 26 1.81% Reduced
293
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.3B +$16.1M 47 12.52% Increased
294
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.29B -$163M 63 3.76% Reduced
295
Amalgamated Bank
Amalgamated Bank
New York
$1.29B -$35.3M 157 10.96% Reduced
296
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.27B -$62.5M 48 5.6% Reduced
297
VVP
Vulcan Value Partners
Alabama
$1.27B -$176M 6 19.29% Reduced
298
Creative Planning
Creative Planning
Kansas
$1.27B +$163M 95 1.69% Increased
299
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.27B +$86.6M 101 4.84% Increased
300
Pentwater Capital Management
Pentwater Capital Management
Florida
$1.26B +$633M 4 6.79% Increased