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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
IEQ Capital
IEQ Capital
California
$1.63B +$98.6M 90 7.58% Increased
277
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.62B -$240M 64 8.69% Reduced
278
Czech National Bank
Czech National Bank
Czech Republic
$1.62B +$52.5M 29 10.64% Increased
279
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.62B -$588M 5 12.61% Reduced
280
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.62B +$430M 5 8.92% Increased
281
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.61B +$230M 102 0.99% Increased
282
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.6B -$188M 131 5.92% Reduced
283
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.58B +$40.3M 121 2.34% Increased
284
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$1.58B +$1.02B 79 4.69% Increased
285
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.58B +$44.3M 6 15.4% Increased
286
DSM Capital Partners
DSM Capital Partners
Florida
$1.57B -$4.61M 9 27.78% Reduced
287
LSV Asset Management
LSV Asset Management
Illinois
$1.56B +$349M 34 3.36% Increased
288
Nissay Asset Management
Nissay Asset Management
Japan
$1.54B -$36.7M 39 8.19% Reduced
289
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.54B -$1.42B 81 2% Reduced
290
PineBridge Investments
PineBridge Investments
New York
$1.53B -$177M 31 12.92% Reduced
291
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.53B +$745M 2 10.72% Increased
292
Gotham Asset Management
Gotham Asset Management
New York
$1.53B +$350M 93 4.68% Increased
293
Boston Partners
Boston Partners
Massachusetts
$1.53B -$92.5M 29 1.6% Reduced
294
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.49B -$901M 23 4.22% Reduced
295
Pzena Investment Management
Pzena Investment Management
New York
$1.48B +$776K 7 4.82% Increased
296
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$1.46B +$592M 32 9.88% Increased
297
Life Cycle Investment Partners
Life Cycle Investment Partners
$1.46B -$96.4M 6 9.28% Reduced
298
Capital International Inc
Capital International Inc
California
$1.44B +$2.57M 19 11.11% Increased
299
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.44B -$2.54B 107 2.93% Reduced
300
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.43B -$9.62M 70 7.3% Reduced