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 |
Amundi Asset Management US
Boston,
Massachusetts
| $9.02B | +$897M | 82 | 10.68% | Increased |
|
| 52 |
First Trust Advisors
Wheaton,
Illinois
| $8.59B | +$968M | 101 | 14.89% | Increased |
|
| 53 |
Neuberger Berman Group
New York
| $8.55B | -$83M | 78 | 10.62% | Reduced |
|
| 54 |
Sands Capital Management
Arlington,
Virginia
| $7.78B | -$537M | 14 | 18.84% | Reduced |
|
| 55 |
Brown Advisory
Baltimore,
Maryland
| $7.5B | +$368M | 42 | 17.48% | Increased |
|
| 56 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7.37B | +$40.9M | 110 | 6.92% | Increased |
|
| 57 |
Tiger Global Management
New York
| $7.35B | +$529M | 27 | 28.51% | Increased |
|
| 58 |
Renaissance Technologies
New York
| $6.84B | +$1.31B | 93 | 5.9% | Increased |
|
| 59 |
Bank of Montreal
Toronto,
Ontario, Canada
| $6.83B | +$172M | 134 | 6.22% | Increased |
|
| 60 |
Thoma Bravo
Chicago,
Illinois
| $6.6B | -$976M | 2 | 100% | Reduced |
|
| 61 |
BAMCO Inc
New York
| $6.57B | +$137M | 39 | 23.74% | Increased |
|
| 62 |
Fred Alger Management
New York
| $6.52B | -$41M | 56 | 21.48% | Reduced |
|
| 63 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| $6.48B | +$70.8M | 124 | 11.41% | Increased |
|
| 64 |
VOYA Investment Management
Atlanta,
Georgia
| $6.34B | +$484M | 113 | 14.76% | Increased |
|
| 65 |
RhumbLine Advisers
Boston,
Massachusetts
| $6.34B | +$337M | 123 | 10.59% | Increased |
|
| 66 |
Lazard Asset Management
New York
| $6.24B | +$520M | 68 | 9.6% | Increased |
|
| 67 |
D.E. Shaw & Co
New York
| $6.23B | -$640M | 111 | 7.42% | Reduced |
|
| 68 |
Swedbank
Stockholm,
Sweden
| $6.17B | +$624M | 16 | 22.47% | Increased |
|
| 69 |
Barclays
London,
United Kingdom
| $6.14B | +$95.6M | 128 | 4.74% | Increased |
|
| 70 |
Pictet Asset Management (UK)
London,
United Kingdom
| $6.11B | -$18.4M | 61 | 10.53% | Reduced |
|
| 71 |
Lone Pine Capital
Greenwich,
Connecticut
| $5.92B | +$464M | 9 | 29.93% | Increased |
|
| 72 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $5.8B | +$349M | 26 | 49.83% | Increased |
|
| 73 |
Alkeon Capital Management
New York
| $5.79B | +$326M | 25 | 14.65% | Increased |
|
| 74 |
Putnam Investments
Boston,
Massachusetts
| $5.72B | -$268M | 44 | 12.16% | Reduced |
|
| 75 |
Fidelity International
Hamilton,
Bermuda
| $5.63B | -$916M | 58 | 7.59% | Reduced |
|