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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.36B +$59M 106 7.31% Increased
77
Renaissance Technologies
Renaissance Technologies
New York
$3.35B -$893M 88 3.67% Reduced
78
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.24B +$53.9M 5 21.93% Increased
79
Nordea Investment Management
Nordea Investment Management
Sweden
$3.22B +$352M 48 7.64% Increased
80
Asset Management One
Asset Management One
Japan
$3.06B +$72.2M 38 7.31% Increased
81
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.04B -$272M 3 12.42% Reduced
82
Tiger Global Management
Tiger Global Management
New York
$2.98B -$156M 15 19.87% Reduced
83
First Eagle Investment Management
First Eagle Investment Management
New York
$2.95B -$268M 5 8.53% Reduced
84
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.9B +$310M 38 5.25% Increased
85
BCM
Brown Capital Management
Maryland
$2.9B -$55M 22 34.86% Reduced
86
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.88B -$73.6M 37 7.21% Reduced
87
Aberdeen Group
Aberdeen Group
United Kingdom
$2.86B -$353M 40 6.8% Reduced
88
Russell Investments Group
Russell Investments Group
United Kingdom
$2.85B -$196M 91 6.39% Reduced
89
Swedbank
Swedbank
Sweden
$2.81B -$171M 10 15.47% Reduced
90
TD Asset Management
TD Asset Management
Ontario, Canada
$2.8B +$102M 56 4.87% Increased
91
Viking Global Investors
Viking Global Investors
Connecticut
$2.76B +$1.3B 4 15.7% Increased
92
Federated Hermes
Federated Hermes
Pennsylvania
$2.7B -$161M 78 7.36% Reduced
93
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.69B -$120M 5 5.27% Reduced
94
Lazard Asset Management
Lazard Asset Management
New York
$2.67B +$131M 41 4.92% Increased
95
Parnassus Investments
Parnassus Investments
California
$2.66B +$794M 10 11.6% Increased
96
JSP
Jackson Square Partners
California
$2.65B +$26.5M 7 16.28% Increased
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.65B -$90.1M 45 7.5% Reduced
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.6B -$7.08M 89 7.76% Reduced
99
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.56B +$1.9M 101 2.85% Increased
100
Millennium Management
Millennium Management
New York
$2.53B -$1.77B 111 3.94% Reduced