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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	Swiss National Bank Zurich, Switzerland	$1.42B	-$45.1M	59	5.59%	Reduced
102	TimesSquare Capital Management New York	$1.42B	-$15.9M	14	7.47%	Reduced
103	Harding Loevner Bridgewater, New Jersey	$1.4B	+$8.23M	5	10.67%	Increased
104	Barclays London, United Kingdom	$1.4B	-$158M	77	1.58%	Reduced
105	Citadel Advisors Miami, Florida	$1.37B	+$265M	70	1.61%	Increased
106	AIG American International Group New York	$1.37B	+$27.3M	79	6.42%	Increased
107	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.34B	-$12.2M	28	5.33%	Reduced
108	First Pacific Advisors El Segundo, California	$1.33B	+$39.7M	2	11.64%	Increased
109	MTB Mizuho Trust & Banking Tokyo, Japan	$1.33B	+$25.6M	23	4.98%	Increased
110	Adage Capital Partners Boston, Massachusetts	$1.31B	-$93.4M	17	3.57%	Reduced
111	Boston Partners Boston, Massachusetts	$1.3B	+$277M	12	2.36%	Increased
112	Aberdeen Asset Management Aberdeen, United Kingdom	$1.29B	-$83.6M	16	3.6%	Reduced
113	NFA Nationwide Fund Advisors Columbus, Ohio	$1.28B	-$27.9M	72	5.91%	Reduced
114	William Blair & Company Chicago, Illinois	$1.25B	-$49M	41	2.07%	Reduced
115	Renaissance Technologies New York	$1.24B	-$315M	62	2.98%	Reduced
116	D.E. Shaw & Co New York	$1.23B	-$23.3M	55	1.75%	Reduced
117	Canada Life Winnipeg, Manitoba, Canada	$1.22B	-$883K	55	4.3%	Reduced
118	LSV Asset Management Chicago, Illinois	$1.22B	+$8.57M	10	2.84%	Increased
119	State of Wisconsin Investment Board Madison, Wisconsin	$1.21B	-$19.8M	37	4.61%	Reduced
120	Amundi Asset Management US Boston, Massachusetts	$1.2B	+$77.7M	19	4.59%	Increased
121	BlackRock Japan Tokyo, Japan	$1.16B	-$10.7M	42	5.17%	Reduced
122	STRS Ohio Columbus, Ohio	$1.15B	-$33.8M	44	5.17%	Reduced
123	Credit Agricole Montrouge Cedex, France	$1.08B	-$11.5M	30	4.35%	Reduced
124	Putnam Investments Boston, Massachusetts	$1.08B	+$234M	36	2.44%	Increased
125	Veritas Asset Management London, United Kingdom	$1.06B	+$43.1M	2	18.9%	Increased