← 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
76	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.56B	+$1.57B	66	5.07%	New
77	Waddell & Reed Financial Overland Park, Kansas	$1.54B	+$1.56B	17	3.22%	New
78	Renaissance Technologies New York	$1.51B	+$1.5B	62	3.96%	New
79	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.51B	+$1.52B	62	5.01%	New
80	HSBC Holdings London, United Kingdom	$1.5B	+$1.51B	33	4.52%	New
81	Principal Financial Group Des Moines, Iowa	$1.45B	+$1.45B	56	3.22%	New
82	UBS Zurich, Switzerland	$1.45B	+$1.46B	83	1.72%	New
83	Dimensional Fund Advisors Austin, Texas	$1.44B	+$1.43B	68	1.36%	New
84	Parametric Portfolio Associates Seattle, Washington	$1.44B	+$1.46B	62	4.2%	New
85	TD Asset Management Toronto, Ontario, Canada	$1.4B	+$1.41B	34	3.01%	New
86	TimesSquare Capital Management New York	$1.37B	+$1.33B	17	8.48%	New
87	Schroder Investment Management Group London, United Kingdom	$1.37B	+$1.36B	30	3.62%	New
88	Teachers Advisors New York	$1.35B	+$1.35B	65	3.61%	New
89	Brown Brothers Harriman & Co New York	$1.34B	+$1.29B	19	6.33%	New
90	Bank of Montreal Toronto, Ontario, Canada	$1.32B	+$1.34B	62	2.34%	New
91	Harding Loevner Bridgewater, New Jersey	$1.31B	+$1.34B	6	12.7%	New
92	Swiss National Bank Zurich, Switzerland	$1.31B	+$1.32B	54	5.75%	New
93	STRS Ohio Columbus, Ohio	$1.3B	+$1.31B	51	5.57%	New
94	APG Asset Management Amsterdam, Netherlands	$1.26B	+$1.29B	22	3.95%	New
95	Nordea Investment Management Stockholm, Sweden	$1.24B	+$1.26B	20	7.68%	New
96	William Blair & Company Chicago, Illinois	$1.22B	+$1.2B	35	2.41%	New
97	Carmignac Gestion Paris, France	$1.22B	+$1.15B	2	10.14%	New
98	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.21B	+$1.22B	10	7.31%	New
99	Magellan Asset Management Sydney, Australia	$1.2B	+$1.2B	2	13.37%	New
100	MTB Mizuho Trust & Banking Tokyo, Japan	$1.15B	+$1.17B	21	4.85%	New