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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	MTB Mizuho Trust & Banking Tokyo, Japan	$1.59B	+$8.14M	23	5.22%	Increased
102	Hotchkis & Wiley Capital Management Los Angeles, California	$1.55B	-$87M	3	6.3%	Reduced
103	Yacktman Asset Management Austin, Texas	$1.55B	-$354M	2	11.75%	Reduced
104	Eaton Vance Management Boston, Massachusetts	$1.53B	+$92.2M	24	4.53%	Increased
105	Coatue Management New York	$1.51B	-$89.8M	6	14.95%	Reduced
106	Aberdeen Asset Management Aberdeen, United Kingdom	$1.51B	+$158M	21	5.12%	Increased
107	Lord, Abbett & Co Jersey City, New Jersey	$1.47B	+$191M	35	4.43%	Increased
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.46B	-$20M	72	5.45%	Reduced
109	Sachem Head Capital Management New York	$1.44B	+$694M	3	45.61%	Increased
110	Macquarie Group Sydney, NSW 2000, Australia	$1.44B	-$57.4M	40	2.95%	Reduced
111	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.43B	-$100M	11	10.85%	Reduced
112	Nordea Investment Management Stockholm, Sweden	$1.41B	-$155M	29	4.8%	Reduced
113	Epoch Investment Partners New York	$1.4B	-$104M	9	5.53%	Reduced
114	NFA Nationwide Fund Advisors Columbus, Ohio	$1.39B	-$65.2M	89	5.98%	Reduced
115	Adage Capital Partners Boston, Massachusetts	$1.39B	-$47.4M	18	3.63%	Reduced
116	BlackRock Japan Tokyo, Japan	$1.37B	+$5.25M	35	5.14%	Increased
117	Independent Franchise Partners London, United Kingdom	$1.35B	+$62.5M	2	15.4%	Increased
118	First Trust Advisors Wheaton, Illinois	$1.33B	+$103M	57	3.44%	Increased
119	HSBC Holdings London, United Kingdom	$1.31B	-$279M	39	3.15%	Reduced
120	AIG American International Group New York	$1.31B	+$349M	90	5.38%	Increased
121	USAA United Services Automobile Association San Antonio, Texas	$1.3B	+$7.45M	41	4.63%	Increased
122	Barclays London, United Kingdom	$1.3B	+$65.2M	79	1.58%	Increased
123	THLTP Thomas H. Lee (THL) Partners Boston, Massachusetts	$1.3B	$0	1	41.16%	Maintained
124	Harding Loevner Bridgewater, New Jersey	$1.29B	-$127M	7	10.41%	Reduced
125	Guggenheim Capital Chicago, Illinois	$1.28B	+$269M	57	3.74%	Increased