← 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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.5B -$771M 84 14.01% Reduced
52
Neuberger Berman Group
Neuberger Berman Group
New York
$11.5B -$407M 97 10.25% Reduced
53
Credit Suisse
Credit Suisse
Switzerland
$11.5B -$367M 161 11.32% Reduced
54
Primecap Management
Primecap Management
California
$11.3B -$507M 24 9.42% Reduced
55
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$11.2B -$42.3M 108 13.25% Reduced
56
HSBC Holdings
HSBC Holdings
United Kingdom
$10.8B +$1.07B 102 10.95% Increased
57
Nordea Investment Management
Nordea Investment Management
Sweden
$10.4B -$439M 66 14.22% Reduced
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$10.1B +$188M 180 11.31% Increased
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$9.89B -$176M 170 12.66% Reduced
60
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$9.66B -$365M 60 15.57% Reduced
61
Macquarie Group
Macquarie Group
Australia
$9.5B +$128M 93 10.86% Increased
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35B -$625M 146 5.21% Reduced
63
TD Asset Management
TD Asset Management
Ontario, Canada
$9.19B +$304M 84 10.46% Increased
64
Parnassus Investments
Parnassus Investments
California
$9.02B -$299M 23 20.95% Reduced
65
Artisan Partners
Artisan Partners
Wisconsin
$9B +$1B 36 14.48% Increased
66
Raymond James & Associates
Raymond James & Associates
Florida
$8.7B -$157M 115 7.16% Reduced
67
Putnam Investments
Putnam Investments
Massachusetts
$8.49B +$71.9M 62 12.5% Increased
68
First Trust Advisors
First Trust Advisors
Illinois
$8.47B +$297M 123 9.63% Increased
69
Silver Lake Group
Silver Lake Group
California
$8.35B -$446M 5 56.43% Reduced
70
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$8.33B -$157M 165 11.77% Reduced
71
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.23B +$557M 64 11.81% Increased
72
Lazard Asset Management
Lazard Asset Management
New York
$7.99B +$119M 121 9.83% Increased
73
Dodge & Cox
Dodge & Cox
California
$7.8B -$267M 6 5.21% Reduced
74
Fidelity International
Fidelity International
Bermuda
$7.7B -$247M 46 8.65% Reduced
75
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.65B -$6.64B 124 3.39% Reduced