← All themes

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
Artisan Partners
Artisan Partners
Wisconsin
$3.48B -$287M 24 7.23% Reduced
52
BlackRock Advisors
BlackRock Advisors
Delaware
$3.43B +$175M 96 3.47% Increased
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.35B -$59.8M 32 5.47% Reduced
54
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$3.3B +$31M 86 4.59% Increased
55
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.24B -$165M 3 13.71% Reduced
56
Sands Capital Management
Sands Capital Management
Virginia
$3.23B -$101M 9 11.27% Reduced
57
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.23B +$755M 11 14.86% Increased
58
Teachers Advisors
Teachers Advisors
New York
$3.15B +$212M 89 4.95% Increased
59
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.15B -$451M 27 6.89% Reduced
60
VOYA Investment Management
VOYA Investment Management
Georgia
$3.14B +$171M 77 7.49% Increased
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.06B -$231M 83 5.13% Reduced
62
OppenheimerFunds
OppenheimerFunds
New York
$2.92B -$283M 47 3.7% Reduced
63
BlackRock
BlackRock
New York
$2.89B -$90.6M 92 4.09% Reduced
64
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.84B -$38.1M 27 7.17% Reduced
65
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.8B -$144M 5 4.2% Reduced
66
Prudential Financial
Prudential Financial
New Jersey
$2.75B -$4.96M 62 4.43% Reduced
67
AQR Capital Management
AQR Capital Management
Connecticut
$2.74B -$13.8M 60 3.78% Reduced
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.74B -$61.8M 89 5.57% Reduced
69
Brown Advisory
Brown Advisory
Maryland
$2.72B +$34.7M 41 9.7% Increased
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.64B -$68.4M 28 5.53% Reduced
71
ACM
Atlanta Capital Management
Georgia
$2.54B +$202M 12 16.19% Increased
72
BAMCO Inc
BAMCO Inc
New York
$2.47B -$78.3M 21 13.9% Reduced
73
ValueAct Holdings
ValueAct Holdings
California
$2.4B +$109K 1 19.71% Increased
74
Russell Investments Group
Russell Investments Group
United Kingdom
$2.39B +$2.36B 87 4.67% New
75
Fidelity International
Fidelity International
Bermuda
$2.38B +$105M 23 6.97% Increased