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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
$8.96B +$439M 5 24.07% Increased
77
Artisan Partners
Artisan Partners
Wisconsin
$8.79B -$382M 36 12.72% Reduced
78
Millennium Management
Millennium Management
New York
$8.69B +$115M 165 3.71% Increased
79
Citigroup
Citigroup
New York
$8.55B +$761M 174 5.61% Increased
80
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$8.28B +$1.41B 86 8.7% Increased
81
Ninety One (UK)
Ninety One (UK)
United Kingdom
$8.05B +$88.2M 17 22.61% Increased
82
APG Asset Management
APG Asset Management
Netherlands
$7.78B -$45.4M 58 13.64% Reduced
83
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.78B +$2.86B 104 6.83% Increased
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.75B +$619M 140 6.63% Increased
85
Thoma Bravo
Thoma Bravo
Illinois
$7.71B -$183M 5 74.71% Reduced
86
Stifel Financial
Stifel Financial
Missouri
$7.7B +$105M 105 8.77% Increased
87
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.69B -$4.2M 7 6.93% Reduced
88
BAMCO Inc
BAMCO Inc
New York
$7.42B -$35.5M 46 19.78% Reduced
89
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$7.32B +$300M 96 13.37% Increased
90
Winslow Capital Management
Winslow Capital Management
Minnesota
$7.22B +$403M 9 27.2% Increased
91
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$7.13B +$224M 88 13.29% Increased
92
Prudential Financial
Prudential Financial
New Jersey
$7.11B -$395M 110 10.01% Reduced
93
SEI Investments
SEI Investments
Pennsylvania
$6.95B +$158M 132 10.18% Increased
94
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.74B -$350M 87 9.71% Reduced
95
Citadel Advisors
Citadel Advisors
Florida
$6.73B -$1.4B 175 1.3% Reduced
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.61B +$23.9M 152 4.6% Increased
97
Bessemer Group
Bessemer Group
New Jersey
$6.61B -$423M 95 11.94% Reduced
98
Aberdeen Group
Aberdeen Group
United Kingdom
$6.55B +$150M 57 12.83% Increased
99
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.54B -$303M 63 15.16% Reduced
100
Russell Investments Group
Russell Investments Group
United Kingdom
$6.44B +$336M 156 10.16% Increased
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