← 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
26
UBS AM
UBS AM
Illinois
$20.3B -$257M 158 11.38% Reduced
27
Janus Henderson Group
Janus Henderson Group
$19.3B -$1.61B 110 14.43% Reduced
28
Wells Fargo
Wells Fargo
California
$18.4B -$363M 207 6.01% Reduced
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.8B -$188M 207 5.6% Reduced
30
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$17.1B +$18.9B 44 13.65% New
31
Amundi
Amundi
France
$16.6B +$5.55B 108 9.84% Increased
32
Fisher Asset Management
Fisher Asset Management
Washington
$15B -$1.13B 47 11.26% Reduced
33
Swiss National Bank
Swiss National Bank
Switzerland
$14.8B -$92.7M 158 10.57% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$14B +$29.5M 171 8.46% Increased
35
Jennison Associates
Jennison Associates
New York
$13B +$316M 37 12.88% Increased
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.9B +$184M 69 10.56% Increased
37
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$12.5B +$261M 154 4.8% Increased
38
Principal Financial Group
Principal Financial Group
Iowa
$12.4B -$302M 129 9.86% Reduced
39
ClearBridge Investments
ClearBridge Investments
New York
$12B -$384M 60 12.1% Reduced
40
California Public Employees Retirement System
California Public Employees Retirement System
California
$11.1B +$1.13B 84 10.19% Increased
41
UBS Group
UBS Group
Switzerland
$10.9B -$142M 214 4.79% Reduced
42
VOYA Investment Management
VOYA Investment Management
Georgia
$10.4B +$6.84B 155 12.42% Increased
43
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$10B +$405M 59 10.35% Increased
44
Brown Advisory
Brown Advisory
Maryland
$9.65B +$329M 57 18.77% Increased
45
Polen Capital Management
Polen Capital Management
Florida
$9.56B +$740M 19 26.73% Increased
46
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.32B +$10.1B 2 27.42% Increased
47
American Century Companies
American Century Companies
Missouri
$9.31B -$750M 83 8.19% Reduced
48
Neuberger Berman Group
Neuberger Berman Group
New York
$9.11B +$239M 102 9.51% Increased
49
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9B +$1.6B 75 13.28% Increased
50
Barclays
Barclays
United Kingdom
$8.92B +$316M 193 9.74% Increased