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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	TCW Group Los Angeles, California	$1.58B	-$80M	25	6.34%	Reduced
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.56B	-$33.8M	65	5.09%	Reduced
103	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.53B	-$12.1M	10	9.18%	Reduced
104	Adage Capital Partners Boston, Massachusetts	$1.49B	+$134M	18	3.68%	Increased
105	AIG American International Group New York	$1.46B	-$30.2M	83	6.43%	Reduced
106	Barclays London, United Kingdom	$1.45B	+$170M	82	1.39%	Increased
107	Swiss National Bank Zurich, Switzerland	$1.41B	-$31M	61	5.4%	Reduced
108	Citadel Advisors Miami, Florida	$1.39B	-$129M	68	1.46%	Reduced
109	First Pacific Advisors El Segundo, California	$1.38B	-$4.77M	2	11.49%	Reduced
110	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.38B	-$83.5M	30	4.82%	Reduced
111	D.E. Shaw & Co New York	$1.36B	+$328M	59	1.76%	Increased
112	Harding Loevner Bridgewater, New Jersey	$1.34B	+$8.2M	5	9.94%	Increased
113	Renaissance Technologies New York	$1.32B	-$48.9M	61	3.61%	Reduced
114	William Blair & Company Chicago, Illinois	$1.31B	+$71.3M	38	2.24%	Increased
115	Canada Life Winnipeg, Manitoba, Canada	$1.28B	-$44.3M	60	4.3%	Reduced
116	MTB Mizuho Trust & Banking Tokyo, Japan	$1.27B	-$80.7M	23	4.8%	Reduced
117	Amundi Asset Management US Boston, Massachusetts	$1.26B	-$8.89M	19	4.76%	Reduced
118	State of Wisconsin Investment Board Madison, Wisconsin	$1.25B	-$28.2M	39	4.53%	Reduced
119	BNP Paribas Financial Markets Paris, France	$1.25B	+$131M	77	1.08%	Increased
120	NFA Nationwide Fund Advisors Columbus, Ohio	$1.23B	-$72M	84	5.21%	Reduced
121	Davis Selected Advisers Tucson, Arizona	$1.22B	+$424M	5	3.8%	Increased
122	Veritas Asset Management London, United Kingdom	$1.21B	-$451K	2	19.32%	Reduced
123	TimesSquare Capital Management New York	$1.2B	-$112M	13	6.83%	Reduced
124	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.16B	+$37.6M	26	4.14%	Increased
125	STRS Ohio Columbus, Ohio	$1.15B	+$31.2M	42	5.09%	Increased