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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	Hotchkis & Wiley Capital Management Los Angeles, California	$1.47B	-$102M	4	5.88%	Reduced
102	BCM Brown Capital Management Baltimore, Maryland	$1.44B	+$29.9M	14	24.72%	Increased
103	Amundi Asset Management US Boston, Massachusetts	$1.44B	-$3.1M	19	5.89%	Reduced
104	HSBC Holdings London, United Kingdom	$1.42B	-$919M	39	3.58%	Reduced
105	Coatue Management New York	$1.4B	+$193M	7	15.7%	Increased
106	D.E. Shaw & Co New York	$1.4B	-$258M	69	2.06%	Reduced
107	MTB Mizuho Trust & Banking Tokyo, Japan	$1.38B	+$42.1M	24	4.79%	Increased
108	William Blair Investment Management Chicago, Illinois	$1.35B	+$1.39B	20	2.75%	New
109	Fred Alger Management New York	$1.34B	+$165M	23	7.3%	Increased
110	HCM Highfields Capital Management Boston, Massachusetts	$1.33B	+$81.5M	3	11.76%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.32B	-$7.82M	69	5.11%	Reduced
112	Epoch Investment Partners New York	$1.32B	-$345M	9	5.11%	Reduced
113	NFA Nationwide Fund Advisors Columbus, Ohio	$1.31B	+$60.9M	89	5.89%	Increased
114	Macquarie Group Sydney, NSW 2000, Australia	$1.3B	-$112M	39	2.79%	Reduced
115	Aberdeen Asset Management Aberdeen, United Kingdom	$1.28B	-$97.8M	18	4.38%	Reduced
116	Eaton Vance Management Boston, Massachusetts	$1.28B	-$52.5M	24	3.94%	Reduced
117	THLTP Thomas H. Lee (THL) Partners Boston, Massachusetts	$1.28B	$0	1	37.38%	Maintained
118	Veritas Asset Management London, United Kingdom	$1.27B	+$58.1M	2	17.1%	Increased
119	Adage Capital Partners Boston, Massachusetts	$1.27B	-$44.7M	19	3.52%	Reduced
120	BlackRock Japan Tokyo, Japan	$1.22B	+$72M	36	4.87%	Increased
121	Harding Loevner Bridgewater, New Jersey	$1.21B	-$643M	6	9.73%	Reduced
122	1832 Asset Management Toronto, Ontario, Canada	$1.2B	+$216M	18	5%	Increased
123	Generation Investment Management London, United Kingdom	$1.16B	+$74M	4	16.82%	Increased
124	Renaissance Technologies New York	$1.16B	-$319M	75	2.76%	Reduced
125	VVP Vulcan Value Partners Birmingham, Alabama	$1.13B	-$180M	4	10.99%	Reduced