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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
$7.24B +$58.5M 40 11.58% Increased
77
Millennium Management
Millennium Management
New York
$7.12B +$549M 163 3.6% Increased
78
Edgewood Management
Edgewood Management
Connecticut
$7.02B -$252M 4 22.95% Reduced
79
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$7B +$305M 90 14.16% Increased
80
Dodge & Cox
Dodge & Cox
California
$6.98B -$1.1B 6 4.7% Reduced
81
Citadel Advisors
Citadel Advisors
Florida
$6.9B +$875M 181 1.48% Increased
82
Ninety One (UK)
Ninety One (UK)
United Kingdom
$6.7B -$219M 14 21.19% Reduced
83
APG Asset Management
APG Asset Management
Netherlands
$6.54B -$545M 60 13.37% Reduced
84
Prudential Financial
Prudential Financial
New Jersey
$6.45B -$163M 113 10.11% Reduced
85
Citigroup
Citigroup
New York
$6.43B -$26M 179 4.81% Reduced
86
BAMCO Inc
BAMCO Inc
New York
$6.35B -$24.1M 51 18.46% Reduced
87
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$6.31B -$31.6M 7 6.34% Reduced
88
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.16B +$434M 149 6.43% Increased
89
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.08B -$17.1M 68 17.33% Reduced
90
Sands Capital Management
Sands Capital Management
Virginia
$6.05B +$43.4M 17 20.58% Increased
91
Stifel Financial
Stifel Financial
Missouri
$5.92B +$303M 103 8.33% Increased
92
SEI Investments
SEI Investments
Pennsylvania
$5.7B +$72.1M 137 10.25% Increased
93
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.57B +$720M 9 26.51% Increased
94
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$5.53B +$144M 86 9.3% Increased
95
GQG Partners
GQG Partners
Florida
$5.47B +$984M 8 12.65% Increased
96
Aristotle Capital Management
Aristotle Capital Management
California
$5.46B -$186M 4 11.74% Reduced
97
Advent International
Advent International
Massachusetts
$5.35B -$135M 7 63.78% Reduced
98
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.35B -$186M 60 12.65% Reduced
99
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.27B +$38.1M 99 11.26% Increased
100
Bessemer Group
Bessemer Group
New Jersey
$5.22B -$41.5M 101 11.46% Reduced
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