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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
26
Charles Schwab
Charles Schwab
California
$26.6B +$740M 147 8.84% Increased
27
UBS AM
UBS AM
Illinois
$26.3B -$2.95B 135 11.26% Reduced
28
Goldman Sachs
Goldman Sachs
New York
$26.2B +$1.35B 170 5.87% Increased
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.9B +$1.07B 175 5.81% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$20B +$1.7B 161 9.69% Increased
31
ClearBridge Investments
ClearBridge Investments
New York
$19.6B +$360M 61 13.62% Increased
32
Jennison Associates
Jennison Associates
New York
$19B -$1.61B 38 12.62% Reduced
33
Tiger Global Management
Tiger Global Management
New York
$18.1B +$3.47B 48 33.59% Increased
34
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$18.1B -$842M 66 10.68% Reduced
35
Swiss National Bank
Swiss National Bank
Switzerland
$17.9B +$330M 131 11.06% Increased
36
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$17.8B +$512M 145 10% Increased
37
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$17.2B +$675M 56 8.38% Increased
38
Fisher Asset Management
Fisher Asset Management
Washington
$17.1B +$524M 36 10.73% Increased
39
Principal Financial Group
Principal Financial Group
Iowa
$17B +$898M 123 10.98% Increased
40
UBS Group
UBS Group
Switzerland
$15.1B -$34.3M 181 4.87% Reduced
41
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$15B +$268M 135 4.76% Increased
42
Amundi
Amundi
France
$14.4B +$13.5B 74 10% New
43
Polen Capital Management
Polen Capital Management
Florida
$14.3B +$545M 17 27.33% Increased
44
Primecap Management
Primecap Management
California
$14B -$389M 25 9.42% Reduced
45
Iconiq Capital
Iconiq Capital
California
$13.6B +$4.7B 9 89.26% Increased
46
California Public Employees Retirement System
California Public Employees Retirement System
California
$13.6B -$265M 87 10.18% Reduced
47
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$13.4B -$580M 46 16.2% Reduced
48
American Century Companies
American Century Companies
Missouri
$13.3B -$701M 80 9.09% Reduced
49
Allianz Asset Management
Allianz Asset Management
Germany
$13.1B +$812M 80 11.09% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$12.6B +$9.61M 140 6.65% Increased