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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 Group Zurich, Switzerland	$42.9B	+$441M	189	6.71%	Increased
27	Amundi Paris, France	$42.8B	+$840M	97	13.77%	Increased
28	Ameriprise Minneapolis, Minnesota	$42.5B	-$1.03B	135	9.76%	Reduced
29	Janus Henderson Group London,	$40.4B	-$177M	131	18.46%	Reduced
30	Wells Fargo San Francisco, California	$39.9B	+$895M	169	7.58%	Increased
31	Barclays London, United Kingdom	$37.9B	+$611M	165	8.22%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$37B	+$1.66B	150	12.41%	Increased
33	Massachusetts Financial Services Boston, Massachusetts	$33.1B	-$359M	59	10.25%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$33.1B	+$991M	140	7.09%	Increased
35	Jennison Associates New York	$31.4B	+$1B	38	18.27%	Increased
36	Fisher Asset Management Camas, Washington	$29.7B	+$315M	35	10.76%	Increased
37	Raymond James Financial St Petersburg, Florida	$23.2B	-$750M	122	7.45%	Reduced
38	Swiss National Bank Zurich, Switzerland	$23.1B	-$1.14B	123	13.41%	Reduced
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$23.1B	+$398M	61	13.3%	Increased
40	HSBC Holdings London, United Kingdom	$22.9B	+$2B	107	12.61%	Increased
41	Principal Financial Group Des Moines, Iowa	$22.8B	+$101M	111	11.49%	Increased
42	T. Rowe Price Investment Management Baltimore, Maryland	$21.6B	-$6.22B	59	13.19%	Reduced
43	Mitsubishi UFJ Asset Management Tokyo, Japan	$21.4B	+$1.03B	89	15.39%	Increased
44	California Public Employees Retirement System Sacramento, California	$21.1B	-$1.15B	66	12.62%	Reduced
45	American Century Companies Kansas City, Missouri	$20B	+$1.04B	116	10.17%	Increased
46	Swedbank Stockholm, Sweden	$19.9B	+$965M	53	20.21%	Increased
47	Arrowstreet Capital Boston, Massachusetts	$19.6B	+$2.31B	108	12.37%	Increased
48	Bank of Montreal Toronto, Ontario, Canada	$18.8B	+$1.18B	100	7.2%	Increased
49	Schroder Investment Management Group London, United Kingdom	$17.3B	+$144M	57	13.57%	Increased
50	ClearBridge Investments New York	$17.1B	-$710M	46	12.86%	Reduced