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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	Harding Loevner Bridgewater, New Jersey	$1.41B	-$1.1M	6	10.92%	Reduced
102	Adage Capital Partners Boston, Massachusetts	$1.35B	+$56.3M	18	3.57%	Increased
103	AIG American International Group New York	$1.33B	+$741M	77	6.4%	Increased
104	William Blair & Company Chicago, Illinois	$1.32B	-$123M	38	2.19%	Reduced
105	APG Asset Management Amsterdam, Netherlands	$1.31B	+$5.34M	24	3.86%	Increased
106	Hotchkis & Wiley Capital Management Los Angeles, California	$1.31B	-$22.1M	4	5.59%	Reduced
107	Aberdeen Asset Management Aberdeen, United Kingdom	$1.3B	-$42.2M	16	3.64%	Reduced
108	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.29B	+$45.3M	28	5.23%	Increased
109	NFA Nationwide Fund Advisors Columbus, Ohio	$1.28B	-$44.4M	75	5.34%	Reduced
110	Citigroup New York	$1.27B	+$135M	80	1.15%	Increased
111	MTB Mizuho Trust & Banking Tokyo, Japan	$1.24B	-$40.3M	20	4.7%	Reduced
112	Loomis, Sayles & Company Boston, Massachusetts	$1.21B	+$26.3M	25	3.62%	Increased
113	D.E. Shaw & Co New York	$1.2B	-$366M	55	1.64%	Reduced
114	Canada Life Winnipeg, Manitoba, Canada	$1.19B	+$6.78M	55	4.23%	Increased
115	First Pacific Advisors El Segundo, California	$1.19B	+$115M	2	11.2%	Increased
116	State of Wisconsin Investment Board Madison, Wisconsin	$1.18B	-$27.9M	37	4.51%	Reduced
117	Winslow Capital Management Minneapolis, Minnesota	$1.16B	-$6.7M	3	3.41%	Reduced
118	STRS Ohio Columbus, Ohio	$1.13B	-$220M	49	5.1%	Reduced
119	HCM Highfields Capital Management Boston, Massachusetts	$1.13B	-$536M	2	9.16%	Reduced
120	BlackRock Japan Tokyo, Japan	$1.12B	-$31.4M	40	4.96%	Reduced
121	LSV Asset Management Chicago, Illinois	$1.11B	+$29.9M	9	2.61%	Increased
122	Lord, Abbett & Co Jersey City, New Jersey	$1.11B	-$280M	30	2.47%	Reduced
123	BCM Brown Capital Management Baltimore, Maryland	$1.08B	-$12.8M	12	17.71%	Reduced
124	Citadel Advisors Miami, Florida	$1.07B	-$301M	60	1.39%	Reduced
125	SG Americas Securities New York	$1.07B	-$286M	38	4.44%	Reduced