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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
Edgewood Management
Edgewood Management
Connecticut
$8.33B -$171M 4 24.04% Reduced
77
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.3B +$304M 88 14.61% Increased
78
Millennium Management
Millennium Management
New York
$8.13B -$68.8M 166 3.52% Reduced
79
Thoma Bravo
Thoma Bravo
Illinois
$7.81B +$2.42B 5 70.32% Increased
80
Citadel Advisors
Citadel Advisors
Florida
$7.72B -$381M 177 1.54% Reduced
81
Ninety One (UK)
Ninety One (UK)
United Kingdom
$7.42B -$386M 16 22.08% Reduced
82
BAMCO Inc
BAMCO Inc
New York
$7.27B -$36M 46 19.35% Reduced
83
Citigroup
Citigroup
New York
$7.14B -$417M 176 5.03% Reduced
84
APG Asset Management
APG Asset Management
Netherlands
$7.13B +$267M 58 13.9% Increased
85
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.11B -$227M 6 6.84% Reduced
86
Stifel Financial
Stifel Financial
Missouri
$7B +$37.4M 105 8.8% Increased
87
GQG Partners
GQG Partners
Florida
$6.96B +$195M 7 14.74% Increased
88
Prudential Financial
Prudential Financial
New Jersey
$6.81B -$778M 111 10.29% Reduced
89
Jane Street
Jane Street
New York
$6.78B +$3.88B 173 1.76% Increased
90
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.74B +$91.9M 65 16.86% Increased
91
Sands Capital Management
Sands Capital Management
Virginia
$6.73B -$634M 17 20.46% Reduced
92
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.65B -$477M 148 5.81% Reduced
93
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.51B -$43.9M 87 9.81% Reduced
94
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.47B +$174M 97 12.82% Increased
95
SEI Investments
SEI Investments
Pennsylvania
$6.39B -$244M 139 10.26% Reduced
96
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$6.33B +$152M 89 13% Increased
97
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.31B -$504M 10 26.18% Reduced
98
Bessemer Group
Bessemer Group
New Jersey
$6.25B +$122M 97 12.18% Increased
99
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.18B +$300M 49 8.9% Increased
100
Aristotle Capital Management
Aristotle Capital Management
California
$6.16B -$306M 4 12.06% Reduced
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