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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
Prudential Financial
Prudential Financial
New Jersey
$3.82B -$233M 77 5.62% Reduced
77
BCM
Brown Capital Management
Maryland
$3.8B +$47.3M 21 34.47% Increased
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.79B -$37M 99 7.33% Reduced
79
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.73B -$324M 3 12.8% Reduced
80
Citadel Advisors
Citadel Advisors
Florida
$3.72B -$153M 97 1.66% Reduced
81
Tiger Global Management
Tiger Global Management
New York
$3.66B +$824M 14 17.35% Increased
82
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.66B +$412M 3 18.8% Increased
83
Aberdeen Group
Aberdeen Group
United Kingdom
$3.59B +$283M 37 6.69% Increased
84
First Eagle Investment Management
First Eagle Investment Management
New York
$3.54B -$668M 5 8.89% Reduced
85
Russell Investments Group
Russell Investments Group
United Kingdom
$3.49B +$186M 92 6.62% Increased
86
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$3.43B -$34.7M 37 7.25% Reduced
87
Asset Management One
Asset Management One
Japan
$3.42B +$42.9M 37 7.02% Increased
88
Swedbank
Swedbank
Sweden
$3.4B -$35.2M 10 15.21% Reduced
89
Nordea Investment Management
Nordea Investment Management
Sweden
$3.35B +$252M 47 6.91% Increased
90
Federated Hermes
Federated Hermes
Pennsylvania
$3.31B +$379M 84 7.71% Increased
91
Two Sigma Advisers
Two Sigma Advisers
New York
$3.23B +$480M 78 7.88% Increased
92
Magellan Asset Management
Magellan Asset Management
Australia
$3.21B +$131M 3 10.48% Increased
93
Fundsmith LLP
Fundsmith LLP
United Kingdom
$3.19B +$1.34B 3 21.37% Increased
94
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.15B -$183M 9 5% Reduced
95
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.13B -$59.2M 45 7.34% Reduced
96
HSBC Holdings
HSBC Holdings
United Kingdom
$3.06B +$67.1M 63 4.92% Increased
97
TD Asset Management
TD Asset Management
Ontario, Canada
$3.04B -$105M 54 4.5% Reduced
98
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.04B -$403M 33 7.05% Reduced
99
JSP
Jackson Square Partners
California
$3B +$23.8M 8 15.17% Increased
100
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.99B +$233M 33 5.14% Increased