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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
UBS AM
UBS AM
Illinois
$21.9B +$457M 143 11.47% Increased
27
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.7B +$622M 191 5.63% Increased
28
Wells Fargo
Wells Fargo
California
$19.1B -$249M 192 5.75% Reduced
29
Janus Henderson Group
Janus Henderson Group
$18.1B -$1.72B 129 12.9% Reduced
30
Amundi
Amundi
France
$17.9B +$1.23B 108 9.79% Increased
31
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$17.2B -$669M 45 13.16% Reduced
32
Fisher Asset Management
Fisher Asset Management
Washington
$15.9B -$78.9M 48 10.77% Reduced
33
Swiss National Bank
Swiss National Bank
Switzerland
$14.6B -$990M 153 10.5% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$14.5B -$258M 176 8.36% Reduced
35
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$13.3B -$199M 66 10.52% Reduced
36
Principal Financial Group
Principal Financial Group
Iowa
$12.7B -$496M 122 9.59% Reduced
37
UBS Group
UBS Group
Switzerland
$12.4B +$722M 216 4.63% Increased
38
Barclays
Barclays
United Kingdom
$12.3B +$2.98B 179 5.53% Increased
39
California Public Employees Retirement System
California Public Employees Retirement System
California
$12B +$150M 81 10.19% Increased
40
ClearBridge Investments
ClearBridge Investments
New York
$11.9B -$670M 58 11.78% Reduced
41
Jennison Associates
Jennison Associates
New York
$11.9B -$918M 33 12.06% Reduced
42
VOYA Investment Management
VOYA Investment Management
Georgia
$10.3B -$211M 150 11.87% Reduced
43
Brown Advisory
Brown Advisory
Maryland
$9.92B -$131M 55 18.43% Reduced
44
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$9.84B +$358M 59 10.26% Increased
45
Polen Capital Management
Polen Capital Management
Florida
$9.75B -$271M 20 28.45% Reduced
46
American Century Companies
American Century Companies
Missouri
$9.55B -$55.6M 91 7.8% Reduced
47
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.55B $0 2 26.72% Maintained
48
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.52B -$146M 87 13.32% Reduced
49
Neuberger Berman Group
Neuberger Berman Group
New York
$9.51B +$66.2M 97 9.33% Increased
50
Primecap Management
Primecap Management
California
$9.06B -$218M 24 8.3% Reduced
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