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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	STRS Ohio Columbus, Ohio	$1.27B	-$92.3M	49	5.62%	Reduced
102	SG Americas Securities New York	$1.24B	+$480M	51	5.09%	Increased
103	NFA Nationwide Fund Advisors Columbus, Ohio	$1.22B	+$293M	70	5.48%	Increased
104	Citadel Advisors Miami, Florida	$1.2B	-$53.9M	57	1.83%	Reduced
105	APG Asset Management Amsterdam, Netherlands	$1.2B	-$101M	22	3.78%	Reduced
106	Prudential plc London, England, United Kingdom	$1.2B	+$121M	11	6.1%	Increased
107	Hotchkis & Wiley Capital Management Los Angeles, California	$1.19B	+$199M	4	5.49%	Increased
108	Adage Capital Partners Boston, Massachusetts	$1.18B	+$39.7M	19	3.41%	Increased
109	Aberdeen Asset Management Aberdeen, United Kingdom	$1.18B	+$79.1M	15	3.32%	Increased
110	Amundi Asset Management US Boston, Massachusetts	$1.17B	+$21.6M	18	4.73%	Increased
111	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.15B	-$56.2M	23	4.37%	Reduced
112	MTB Mizuho Trust & Banking Tokyo, Japan	$1.15B	$0	21	4.82%	Maintained
113	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.12B	+$68.3M	24	4.99%	Increased
114	Capital International Investors Los Angeles, California	$1.1B	+$135M	3	4.71%	Increased
115	State of Wisconsin Investment Board Madison, Wisconsin	$1.1B	-$12.9M	35	4.55%	Reduced
116	Winslow Capital Management Minneapolis, Minnesota	$1.09B	-$166M	2	3.53%	Reduced
117	Canada Life Winnipeg, Manitoba, Canada	$1.07B	+$457M	31	4.23%	Increased
118	Barclays London, United Kingdom	$1.07B	+$36.2M	68	1.27%	Increased
119	Loomis, Sayles & Company Boston, Massachusetts	$1.06B	-$23.5M	22	3.44%	Reduced
120	Pzena Investment Management New York	$1.06B	+$171M	2	6.83%	Increased
121	BlackRock Japan Tokyo, Japan	$1.05B	-$56.2M	30	4.98%	Reduced
122	Citigroup New York	$1.04B	-$31.6M	74	0.98%	Reduced
123	Fidelity International Hamilton, Bermuda	$1B	+$40.4M	13	4.8%	Increased
124	BCM Brown Capital Management Baltimore, Maryland	$985M	-$871K	12	17.36%	Reduced
125	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$980M	-$94.1M	17	4.71%	Reduced