← 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
Renaissance Technologies
Renaissance Technologies
New York
$2.88B +$535M 87 3.68% Increased
77
Magellan Asset Management
Magellan Asset Management
Australia
$2.78B -$12M 3 11.67% Reduced
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.74B -$244M 91 5.84% Reduced
79
Fisher Asset Management
Fisher Asset Management
Washington
$2.69B -$126M 21 4.06% Reduced
80
BCM
Brown Capital Management
Maryland
$2.69B +$58.4M 17 32.95% Increased
81
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.67B -$70.1M 10 3.59% Reduced
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.55B +$14.6M 91 5.83% Increased
83
Viking Global Investors
Viking Global Investors
Connecticut
$2.54B -$753M 3 17.12% Reduced
84
Fidelity International
Fidelity International
Bermuda
$2.52B -$173M 23 7.26% Reduced
85
APG Asset Management
APG Asset Management
Netherlands
$2.5B -$7.9M 29 4.54% Reduced
86
TD Asset Management
TD Asset Management
Ontario, Canada
$2.49B -$88.7M 46 3.93% Reduced
87
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.44B +$3.59M 35 4.4% Increased
88
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$2.44B +$54.6M 21 8% Increased
89
Boston Partners
Boston Partners
Massachusetts
$2.41B -$11.2M 9 3.06% Reduced
90
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.34B -$50.9M 47 5.98% Reduced
91
First Trust Advisors
First Trust Advisors
Illinois
$2.34B +$198M 64 6.23% Increased
92
Putnam Investments
Putnam Investments
Massachusetts
$2.23B +$111M 32 5.22% Increased
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.21B -$32.6M 85 2.37% Reduced
94
JSP
Jackson Square Partners
California
$2.18B -$209M 6 11.14% Reduced
95
Polen Capital Management
Polen Capital Management
Florida
$2.17B +$279M 3 19% Increased
96
William Blair Investment Management
William Blair Investment Management
Illinois
$2.17B -$148M 21 7.89% Reduced
97
Macquarie Group
Macquarie Group
Australia
$2.17B -$205M 46 3.96% Reduced
98
HSBC Holdings
HSBC Holdings
United Kingdom
$2.13B +$67M 44 3.91% Increased
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.12B -$8.44M 87 5.97% Reduced
100
Asset Management One
Asset Management One
Japan
$2.09B +$33.8M 35 5.34% Increased