← All themes

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
Nordea Investment Management
Nordea Investment Management
Sweden
$1.98B +$326M 34 4.98% Increased
102
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.95B +$58.2M 33 6% Increased
103
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.93B -$315M 29 10.48% Reduced
104
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.91B +$344M 36 4.36% Increased
105
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.82B -$98M 18 4.45% Reduced
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.81B -$70.1M 18 9.98% Reduced
107
Swedbank
Swedbank
Sweden
$1.8B +$34.9M 6 12.04% Increased
108
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.79B -$48.6M 37 4.72% Reduced
109
Federated Hermes
Federated Hermes
Pennsylvania
$1.78B -$11.2M 66 5.11% Reduced
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.78B +$282M 51 5.73% Increased
111
Nomura Holdings
Nomura Holdings
Japan
$1.77B +$1.46B 34 4.32% Increased
112
Prudential plc
Prudential plc
United Kingdom
$1.76B -$71.5M 21 5.77% Reduced
113
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.76B -$4.72M 25 5.86% Reduced
114
Select Equity Group
Select Equity Group
New York
$1.73B +$75.3M 10 12.35% Increased
115
Raymond James & Associates
Raymond James & Associates
Florida
$1.72B +$52M 66 3.72% Increased
116
USAA
United Services Automobile Association
Texas
$1.7B +$45.1M 44 5.18% Increased
117
NFA
Nationwide Fund Advisors
Ohio
$1.7B +$35M 95 6.81% Increased
118
Canada Life
Canada Life
Manitoba, Canada
$1.7B -$55M 81 4.53% Reduced
119
Credit Agricole
Credit Agricole
France
$1.69B +$356M 47 5.54% Increased
120
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.66B -$473M 74 2.75% Reduced
121
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.66B -$12.9M 10 10.51% Reduced
122
Bessemer Group
Bessemer Group
New Jersey
$1.64B +$234M 51 6.62% Increased
123
First Pacific Advisors
First Pacific Advisors
California
$1.62B +$8.67M 2 12.3% Increased
124
Lazard Asset Management
Lazard Asset Management
New York
$1.6B -$172M 30 3.02% Reduced
125
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.6B +$9.98M 2 14.38% Increased