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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
101
Aviva
Aviva
United Kingdom
$6.4B +$2.49M 56 9.42% Increased
102
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.33B -$137M 87 10.4% Reduced
103
SEI Investments
SEI Investments
Pennsylvania
$6.3B -$1.29B 137 5.55% Reduced
104
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.23B -$125M 33 3.12% Reduced
105
Brown Advisory
Brown Advisory
Maryland
$6.1B -$2.27B 46 9.45% Reduced
106
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.03B +$129M 124 7.16% Increased
107
DnB Asset Management
DnB Asset Management
Norway
$6.03B +$1.42B 59 16.88% Increased
108
Federated Hermes
Federated Hermes
Pennsylvania
$5.91B +$134M 102 8.49% Increased
109
Natixis Advisors
Natixis Advisors
Massachusetts
$5.9B +$149M 64 6.64% Increased
110
Canada Life
Canada Life
Manitoba, Canada
$5.9B +$92M 78 9.41% Increased
111
Quantinno Capital Management
Quantinno Capital Management
New York
$5.81B +$1B 129 6.97% Increased
112
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.8B +$269M 16 12.98% Increased
113
Daiwa Securities Group
Daiwa Securities Group
Japan
$5.78B +$1.07B 58 11.31% Increased
114
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.76B -$30.7M 39 8.08% Reduced
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.63B -$154M 103 9.34% Reduced
116
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$5.56B -$7.46M 4 3.8% Reduced
117
First Eagle Investment Management
First Eagle Investment Management
New York
$5.48B +$1.18B 14 9.03% Increased
118
Prudential Financial
Prudential Financial
New Jersey
$5.46B -$278M 107 5.95% Reduced
119
BAMCO Inc
BAMCO Inc
New York
$5.45B +$1.37B 29 8.18% Increased
120
Marshall Wace
Marshall Wace
United Kingdom
$5.43B +$251M 119 4.28% Increased
121
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.3B +$773M 59 8% Increased
122
Bessemer Group
Bessemer Group
New Jersey
$5.27B -$942M 89 7.24% Reduced
123
Jones Financial Companies
Jones Financial Companies
Missouri
$5.23B +$423M 132 2.09% Increased
124
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.21B +$307M 27 11.74% Increased
125
Lazard Asset Management
Lazard Asset Management
New York
$5.06B -$678M 93 7.66% Reduced
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