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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.6B +$1.61B 98 11.68% Increased
52
Victory Capital Management
Victory Capital Management
Texas
$16.5B +$928M 120 9.64% Increased
53
Pictet Asset Management
Pictet Asset Management
Switzerland
$16.5B +$959M 109 15.87% Increased
54
National Pension Service
National Pension Service
South Korea
$16.1B +$528M 43 12.51% Increased
55
Nordea Investment Management
Nordea Investment Management
Sweden
$15.8B -$645M 63 13.81% Reduced
56
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$15.7B -$224M 159 12.65% Reduced
57
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.6B -$400M 123 4.49% Reduced
58
AQR Capital Management
AQR Capital Management
Connecticut
$15B +$2.38B 144 9.64% Increased
59
Neuberger Berman Group
Neuberger Berman Group
New York
$15B -$73.3M 86 10.93% Reduced
60
DZ Bank
DZ Bank
Germany
$14.7B +$1.78B 41 12.86% Increased
61
Brown Advisory
Brown Advisory
Maryland
$14.5B -$410M 55 18.84% Reduced
62
Citigroup
Citigroup
New York
$14.4B -$1.17B 172 6.41% Reduced
63
VOYA Investment Management
VOYA Investment Management
Georgia
$14.4B -$135M 124 14.34% Reduced
64
Fidelity International
Fidelity International
Bermuda
$13.5B +$190M 65 10.64% Increased
65
First Trust Advisors
First Trust Advisors
Illinois
$13.2B +$942M 114 9.79% Increased
66
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$13B -$277M 47 15.47% Reduced
67
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$12.8B -$20.9M 148 13.12% Reduced
68
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12.3B +$5.17B 127 6.95% Increased
69
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1B -$343M 135 9.9% Reduced
70
TD Asset Management
TD Asset Management
Ontario, Canada
$11.6B -$574M 70 9.43% Reduced
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$11.5B -$2.96B 170 6.14% Reduced
72
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$11.3B -$86.3M 29 8.4% Reduced
73
Polen Capital Management
Polen Capital Management
Florida
$11B +$394M 23 35.75% Increased
74
Primecap Management
Primecap Management
California
$10.7B -$1.41B 24 8.2% Reduced
75
LPL Financial
LPL Financial
California
$10.6B +$553M 127 3.09% Increased