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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	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.15B	+$1.17B	21	4.64%	New
102	Citadel Advisors Miami, Florida	$1.14B	+$1.12B	56	1.95%	New
103	Amundi Asset Management US Boston, Massachusetts	$1.11B	+$1.1B	17	4.64%	New
104	Adage Capital Partners Boston, Massachusetts	$1.11B	+$1.13B	15	3.43%	New
105	Prudential plc London, England, United Kingdom	$1.1B	+$1.07B	8	5.97%	New
106	TCW Group Los Angeles, California	$1.1B	+$1.12B	24	5.44%	New
107	D.E. Shaw & Co New York	$1.09B	+$1.1B	47	2.04%	New
108	State of Wisconsin Investment Board Madison, Wisconsin	$1.08B	+$1.08B	35	4.51%	New
109	BlackRock Japan Tokyo, Japan	$1.08B	+$1.09B	33	4.95%	New
110	Citigroup New York	$1.05B	+$1.08B	73	1.04%	New
111	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$1.04B	+$1.05B	20	5.1%	New
112	Loomis, Sayles & Company Boston, Massachusetts	$1.04B	+$1.02B	22	3.7%	New
113	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.04B	+$1.04B	29	5.18%	New
114	Aberdeen Asset Management Aberdeen, United Kingdom	$1.03B	+$1.09B	15	3.27%	New
115	Lord, Abbett & Co Jersey City, New Jersey	$1.02B	+$977M	29	2.36%	New
116	Panagora Asset Management Boston, Massachusetts	$1.01B	+$1.03B	49	5.17%	New
117	Barclays London, United Kingdom	$1.01B	+$1.02B	70	1.25%	New
118	Hotchkis & Wiley Capital Management Los Angeles, California	$991M	+$994M	3	4.94%	New
119	Winslow Capital Management Minneapolis, Minnesota	$990M	+$1.07B	2	3.23%	New
120	Baillie Gifford & Co Edinburgh, United Kingdom	$966M	+$1.04B	5	2.93%	New
121	Davis Selected Advisers Tucson, Arizona	$958M	+$979M	6	2.43%	New
122	Capital International Investors Los Angeles, California	$953M	+$957M	2	4.34%	New
123	Fidelity International Hamilton, Bermuda	$952M	+$937M	13	5.39%	New
124	Fred Alger Management New York	$930M	+$945M	23	5.53%	New
125	USAA United Services Automobile Association San Antonio, Texas	$895M	+$899M	28	4.17%	New