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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
301
CCLA Investment Management
CCLA Investment Management
United Kingdom
$1.42B -$270M 11 23.17% Reduced
302
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.41B +$1.3B 13 22.44% New
303
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.41B -$147M 10 14.38% Reduced
304
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$1.39B -$39.7M 3 39.65% Reduced
305
LT
Lindsell Train
United Kingdom
$1.39B -$174M 5 27.05% Reduced
306
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.39B +$138M 59 11.39% Increased
307
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.39B -$22M 23 9.23% Reduced
308
Vontobel Holding
Vontobel Holding
Switzerland
$1.38B +$45.5M 69 11.55% Increased
309
Första AP-fonden
Första AP-fonden
Sweden
$1.37B -$37.1M 49 13.87% Reduced
310
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.37B +$797M 24 13.58% Increased
311
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.36B +$4.35M 27 10.25% Increased
312
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$1.36B +$212M 5 14.59% Increased
313
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.36B -$72.1M 5 13.33% Reduced
314
Commerce Bank
Commerce Bank
Missouri
$1.36B -$6.16M 61 9.66% Reduced
315
Mirova US
Mirova US
Massachusetts
$1.35B -$67.5M 3 20.33% Reduced
316
USS Investment Management
USS Investment Management
United Kingdom
$1.35B +$86.4M 38 11.99% Increased
317
UniSuper Management
UniSuper Management
Australia
$1.33B -$6.39M 55 14.67% Reduced
318
Michael & Susan Dell Foundation
Michael & Susan Dell Foundation
New York
$1.33B +$1.12B 2 69.33% New
319
VVP
Vulcan Value Partners
Alabama
$1.32B -$197M 6 19.33% Reduced
320
C WorldWide Group
C WorldWide Group
Denmark
$1.31B -$158M 9 17.64% Reduced
321
CIBC World Market
CIBC World Market
Ontario, Canada
$1.31B +$91.3M 45 3.32% Increased
322
Soroban Capital Partners
Soroban Capital Partners
New York
$1.31B -$88.4M 1 16.16% Reduced
323
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.3B +$80.7M 63 3.79% Increased
324
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.3B -$32.8M 4 10.95% Reduced
325
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$1.29B -$73.1M 2 18.66% Reduced