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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
76
Fidelity International
Fidelity International
Bermuda
$2.34B +$281M 20 7.24% Increased
77
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.32B +$36.3M 25 5.22% Increased
78
AQR Capital Management
AQR Capital Management
Connecticut
$2.19B +$55.3M 61 3.95% Increased
79
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.18B -$84.9M 87 2.33% Reduced
80
TD Asset Management
TD Asset Management
Ontario, Canada
$2.18B +$78.1M 43 4.07% Increased
81
APG Asset Management
APG Asset Management
Netherlands
$2.16B +$291M 26 4.49% Increased
82
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.14B +$108M 14 5.22% Increased
83
ACM
Atlanta Capital Management
Georgia
$2.13B +$80.4M 11 15.17% Increased
84
Fisher Asset Management
Fisher Asset Management
Washington
$2.13B -$18.2M 21 4.05% Reduced
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.13B +$29M 46 5.62% Increased
86
Silver Lake Group
Silver Lake Group
California
$2.13B $0 1 35.42% Maintained
87
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.09B +$39.1M 20 10.79% Increased
88
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.08B +$25.9M 79 2.43% Increased
89
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.07B -$16.3M 27 4.27% Reduced
90
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.9B -$335M 2 9.45% Reduced
91
Fred Alger Management
Fred Alger Management
New York
$1.85B +$47.8M 30 9.39% Increased
92
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.83B -$51.9M 15 6.84% Reduced
93
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.78B +$62.3M 82 5.52% Increased
94
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.75B +$143M 22 6.35% Increased
95
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.74B +$83.5M 18 6.45% Increased
96
Nordea Investment Management
Nordea Investment Management
Sweden
$1.71B +$188M 29 5.16% Increased
97
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.66B +$63.7M 24 5.09% Increased
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.65B +$208M 20 4.47% Increased
99
MTB
Mizuho Trust & Banking
Japan
$1.63B +$32.8M 25 5.17% Increased
100
Prudential plc
Prudential plc
United Kingdom
$1.59B -$192M 14 6.46% Reduced
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