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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
National Pension Service
National Pension Service
South Korea
$7.45B +$349M 40 12.02% Increased
77
Edgewood Management
Edgewood Management
Connecticut
$7.13B -$243M 4 21.63% Reduced
78
Ninety One (UK)
Ninety One (UK)
United Kingdom
$6.93B +$202M 14 20.21% Increased
79
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.92B +$96.4M 71 14.44% Increased
80
Prudential Financial
Prudential Financial
New Jersey
$6.91B -$28.9M 115 10.04% Reduced
81
Millennium Management
Millennium Management
New York
$6.73B +$505M 174 3.32% Increased
82
Citigroup
Citigroup
New York
$6.72B +$1.27B 180 4.41% Increased
83
APG Asset Management
APG Asset Management
Netherlands
$6.72B -$95.7M 61 13.55% Reduced
84
DZ Bank
DZ Bank
Germany
$6.72B -$49.1M 40 10.1% Reduced
85
BAMCO Inc
BAMCO Inc
New York
$6.49B +$82.3M 51 17.98% Increased
86
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$6.36B $0 6 6.25% Maintained
87
Citadel Advisors
Citadel Advisors
Florida
$6.23B -$618M 184 1.29% Reduced
88
Sands Capital Management
Sands Capital Management
Virginia
$6.18B +$229M 14 19.18% Increased
89
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.08B -$4.92M 69 17.08% Reduced
90
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.95B +$115M 150 6.08% Increased
91
Aristotle Capital Management
Aristotle Capital Management
California
$5.84B -$161M 4 11.85% Reduced
92
Stifel Financial
Stifel Financial
Missouri
$5.81B -$127M 106 7.94% Reduced
93
SEI Investments
SEI Investments
Pennsylvania
$5.77B +$407M 141 10.07% Increased
94
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$5.77B -$58.2M 87 8.75% Reduced
95
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.76B +$183M 62 12.6% Increased
96
Allspring Global Investments
Allspring Global Investments
North Carolina
$5.76B -$250M 140 9.21% Reduced
97
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.71B +$258M 44 6.79% Increased
98
Bessemer Group
Bessemer Group
New Jersey
$5.61B +$111M 100 11.91% Increased
99
Aberdeen Group
Aberdeen Group
United Kingdom
$5.52B +$39.7M 59 12.84% Increased
100
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.51B +$135M 100 11.17% Increased
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