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 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45.1B | +$1.71B | 167 | 8.12% | Increased |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| $41.9B | -$328M | 135 | 10.33% | Reduced |
|
| 28 |
UBS Group
Zurich,
Switzerland
| $40.8B | -$1.58B | 191 | 7.06% | Reduced |
|
| 29 |
Amundi
Paris,
France
| $39.6B | -$5.4B | 104 | 13.67% | Reduced |
|
| 30 |
Janus Henderson Group
London,
| $38.3B | +$968M | 135 | 18.76% | Increased |
|
| 31 |
Wells Fargo
San Francisco,
California
| $37.8B | +$421M | 169 | 7.83% | Increased |
|
| 32 |
Barclays
London,
United Kingdom
| $36B | +$1.31B | 163 | 8.26% | Increased |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $34.4B | -$1.11B | 154 | 12.66% | Reduced |
|
| 34 |
Massachusetts Financial Services
Boston,
Massachusetts
| $33B | -$281M | 62 | 10.49% | Reduced |
|
| 35 |
Dimensional Fund Advisors
Austin,
Texas
| $31.2B | +$80.3M | 142 | 7.22% | Increased |
|
| 36 |
Fisher Asset Management
Camas,
Washington
| $29B | -$2.98B | 37 | 11.5% | Reduced |
|
| 37 |
Jennison Associates
New York
| $28.6B | +$494M | 42 | 16.98% | Increased |
|
| 38 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| $28B | -$2.61B | 49 | 17.69% | Reduced |
|
| 39 |
Swiss National Bank
Zurich,
Switzerland
| $23.3B | +$1.36B | 128 | 13.95% | Increased |
|
| 40 |
Raymond James Financial
St Petersburg,
Florida
| $22.9B | +$75.6M | 167 | 7.88% | Increased |
|
| 41 |
Principal Financial Group
Des Moines,
Iowa
| $22.3B | -$94.2M | 119 | 11.79% | Reduced |
|
| 42 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $21.9B | +$293M | 57 | 13.62% | Increased |
|
| 43 |
California Public Employees Retirement System
Sacramento,
California
| $21.5B | +$32.8M | 70 | 13.68% | Increased |
|
| 44 |
HSBC Holdings
London,
United Kingdom
| $20.1B | -$2.96B | 121 | 12.05% | Reduced |
|
| 45 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $19.9B | +$1.13B | 90 | 15.93% | Increased |
|
| 46 |
American Century Companies
Kansas City,
Missouri
| $18.5B | +$74.3M | 119 | 10.05% | Increased |
|
| 47 |
Swedbank
Stockholm,
Sweden
| $18.2B | +$714M | 54 | 20.41% | Increased |
|
| 48 |
ClearBridge Investments
New York
| $17.2B | -$194M | 48 | 13.98% | Reduced |
|
| 49 |
Arrowstreet Capital
Boston,
Massachusetts
| $17.1B | -$738K | 130 | 12.1% | Reduced |
|
| 50 |
Bank of Montreal
Toronto,
Ontario, Canada
| $17B | -$582M | 104 | 7.99% | Reduced |
|