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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
51
Credit Suisse
Credit Suisse
Switzerland
$2.38B +$2.38B 60 2.4% New
52
Russell Frank Company
Russell Frank Company
Washington
$2.36B +$2.37B 72 4.32% New
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.3B +$2.33B 76 4.62% New
54
VOYA Investment Management
VOYA Investment Management
Georgia
$2.28B +$2.32B 59 6.3% New
55
Sands Capital Management
Sands Capital Management
Virginia
$2.22B +$2.34B 5 7.5% New
56
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.21B +$2.25B 21 5.02% New
57
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.2B +$2.24B 3 11.79% New
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.14B +$2.15B 71 4.04% New
59
Harris Associates
Harris Associates
Illinois
$2.07B +$2.18B 5 4.35% New
60
BlackRock
BlackRock
New York
$2.03B +$2.04B 64 4.02% New
61
First Eagle Investment Management
First Eagle Investment Management
New York
$1.99B +$1.99B 7 6.04% New
62
Brown Advisory
Brown Advisory
Maryland
$1.97B +$2.01B 22 7.89% New
63
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.96B +$2.01B 58 2.86% New
64
Charles Schwab
Charles Schwab
California
$1.93B +$1.95B 66 4.31% New
65
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$1.9B +$1.92B 21 5.36% New
66
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.86B +$1.85B 2 8.81% New
67
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.81B +$1.84B 21 5.24% New
68
Prudential Financial
Prudential Financial
New Jersey
$1.79B +$1.81B 52 3.96% New
69
Lazard Asset Management
Lazard Asset Management
New York
$1.79B +$1.81B 18 4.23% New
70
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.75B +$1.77B 37 4.93% New
71
BAMCO Inc
BAMCO Inc
New York
$1.74B +$1.66B 14 9.07% New
72
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.7B +$1.74B 18 5.15% New
73
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.64B +$1.58B 2 2.75% New
74
ACM
Atlanta Capital Management
Georgia
$1.62B +$1.56B 14 12.26% New
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.62B +$1.63B 63 5.19% New
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