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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
Citadel Advisors
Citadel Advisors
Florida
$1.49B +$102M 71 1.71% Increased
102
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.46B -$14.4M 31 1.81% Reduced
103
AIG
American International Group
New York
$1.41B +$37.7M 83 6.22% Increased
104
Boston Partners
Boston Partners
Massachusetts
$1.39B +$68.2M 12 2.33% Increased
105
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.38B +$30.3M 27 4.77% Increased
106
Swiss National Bank
Swiss National Bank
Switzerland
$1.38B -$47.3M 61 5.09% Reduced
107
Renaissance Technologies
Renaissance Technologies
New York
$1.36B +$144M 55 3.17% Increased
108
First Pacific Advisors
First Pacific Advisors
California
$1.35B +$9.14M 2 10.93% Increased
109
Harding Loevner
Harding Loevner
New Jersey
$1.33B -$74.6M 5 9.94% Reduced
110
TimesSquare Capital Management
TimesSquare Capital Management
New York
$1.33B -$14.8M 13 7.16% Reduced
111
MTB
Mizuho Trust & Banking
Japan
$1.29B -$32.3M 23 4.63% Reduced
112
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.29B -$19.5M 16 3.33% Reduced
113
NFA
Nationwide Fund Advisors
Ohio
$1.28B +$4.4M 83 5.2% Increased
114
Canada Life
Canada Life
Manitoba, Canada
$1.27B +$38.7M 58 4.17% Increased
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.23B +$19.8M 39 4.42% Increased
116
William Blair & Company
William Blair & Company
Illinois
$1.23B +$37.5M 38 2% Increased
117
LSV Asset Management
LSV Asset Management
Illinois
$1.22B +$1.84M 9 2.7% Increased
118
Barclays
Barclays
United Kingdom
$1.22B -$165M 83 1.29% Reduced
119
Coatue Management
Coatue Management
New York
$1.2B +$808M 4 14.92% Increased
120
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.18B -$42.1M 19 4.51% Reduced
121
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.14B +$68.5M 2 19.32% Increased
122
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$1.11B +$81M 25 3.78% Increased
123
STRS Ohio
STRS Ohio
Ohio
$1.09B -$65.5M 40 4.85% Reduced
124
Axa
Axa
France
$1.08B +$66.2M 30 4.5% Increased
125
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.06B +$5.75M 18 4.3% Increased