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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	Vanguard Fiduciary Trust Malvern, Pennsylvania	$36.7B	+$40.8B	155	9.27%	New
27	Franklin Resources San Mateo, California	$33B	-$2.39B	120	8.09%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$31.9B	-$1.49B	159	5.6%	Reduced
29	Ameriprise Minneapolis, Minnesota	$30.9B	-$1.4B	119	7.16%	Reduced
30	Wells Fargo San Francisco, California	$29.4B	+$337M	163	5.54%	Increased
31	Arrowstreet Capital Boston, Massachusetts	$27.6B	+$12.4B	115	14.94%	Increased
32	TWC The Woodbridge Company Toronto, Ontario, Canada	$27.1B	+$262K	4	97.41%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$26.6B	-$337M	145	8.78%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$26.3B	+$1.9B	134	5.47%	Increased
35	Janus Henderson Group London,	$24B	-$4.16B	116	11.47%	Reduced
36	Massachusetts Financial Services Boston, Massachusetts	$22.9B	-$1.61B	53	7.71%	Reduced
37	Barclays London, United Kingdom	$22.8B	-$1.67M	155	5.48%	Reduced
38	Fisher Asset Management Camas, Washington	$20.8B	-$833M	30	7.05%	Reduced
39	Jennison Associates New York	$19B	-$4.62B	27	13.07%	Reduced
40	HSBC Holdings London, United Kingdom	$18.3B	+$1.12B	107	9.55%	Increased
41	AQR Capital Management Greenwich, Connecticut	$17.9B	+$5.39B	147	8.18%	Increased
42	Raymond James Financial St Petersburg, Florida	$17.7B	+$136M	119	5.46%	Increased
43	Swiss National Bank Zurich, Switzerland	$17.5B	+$1.22B	114	10.06%	Increased
44	Principal Financial Group Des Moines, Iowa	$16.5B	+$416M	102	8.81%	Increased
45	California Public Employees Retirement System Sacramento, California	$16.5B	-$568M	59	10.15%	Reduced
46	Mitsubishi UFJ Asset Management Tokyo, Japan	$16.2B	-$204M	85	10.86%	Reduced
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$15.7B	-$879M	55	10.17%	Reduced
48	Swedbank Stockholm, Sweden	$14.6B	-$680M	47	15.33%	Reduced
49	Citigroup New York	$14B	+$3.08B	157	5.96%	Increased
50	Bank of Montreal Toronto, Ontario, Canada	$13.7B	-$719M	91	5.09%	Reduced