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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
Putnam Investments
Putnam Investments
Massachusetts
$3.48B +$110M 37 7.92% Increased
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.39B +$77.7M 95 6.84% Increased
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.34B +$97.8M 98 6.96% Increased
79
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.3B -$80.1M 14 3.56% Reduced
80
BCM
Brown Capital Management
Maryland
$3.18B +$28.8M 20 32.58% Increased
81
Gates Foundation Trust
Gates Foundation Trust
Washington
$3.16B -$775M 1 14.27% Reduced
82
Millennium Management
Millennium Management
New York
$3.11B +$763M 96 4.06% Increased
83
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.09B -$105M 31 7.33% Reduced
84
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$3.05B +$131M 34 7.29% Increased
85
Swedbank
Swedbank
Sweden
$3.01B +$74.8M 9 14.88% Increased
86
Barclays
Barclays
United Kingdom
$3.01B -$938M 115 2.58% Reduced
87
Asset Management One
Asset Management One
Japan
$2.98B +$69.4M 38 6.52% Increased
88
Aberdeen Group
Aberdeen Group
United Kingdom
$2.91B -$285M 34 5.6% Reduced
89
Russell Investments Group
Russell Investments Group
United Kingdom
$2.9B -$822M 95 6.06% Reduced
90
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.9B -$274M 9 4.67% Reduced
91
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.84B -$827M 3 15.02% Reduced
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.83B -$72.9M 45 6.89% Reduced
93
TD Asset Management
TD Asset Management
Ontario, Canada
$2.8B -$169M 54 4.27% Reduced
94
Nordea Investment Management
Nordea Investment Management
Sweden
$2.72B +$300M 42 6.53% Increased
95
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.71B -$1.19B 44 5.2% Reduced
96
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.68B -$65.8M 36 6.83% Reduced
97
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.65B +$38.4M 89 7.08% Increased
98
HSBC Holdings
HSBC Holdings
United Kingdom
$2.63B -$639M 66 4.69% Reduced
99
Magellan Asset Management
Magellan Asset Management
Australia
$2.63B +$9.38M 3 9.24% Increased
100
JSP
Jackson Square Partners
California
$2.58B +$244M 7 13.16% Increased