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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	ACM Atlanta Capital Management Atlanta, Georgia	$2.5B	-$576M	15	13.85%	Reduced
102	Raymond James & Associates St Petersburg, Florida	$2.49B	-$72M	86	4.34%	Reduced
103	HSBC Holdings London, United Kingdom	$2.48B	-$221M	62	4.59%	Reduced
104	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.39B	-$183M	32	6.54%	Reduced
105	Eaton Vance Management Boston, Massachusetts	$2.39B	+$37.3M	54	6.21%	Increased
106	CIBC Private Wealth Group Atlanta, Georgia	$2.36B	+$138M	36	10.53%	Increased
107	State of Wisconsin Investment Board Madison, Wisconsin	$2.36B	+$189M	62	7.7%	Increased
108	Ninety One (UK) London, United Kingdom	$2.3B	-$150M	12	9.9%	Reduced
109	Macquarie Group Sydney, NSW 2000, Australia	$2.3B	+$115M	70	4.44%	Increased
110	State Farm Mutual Automobile Insurance Bloomington, Illinois	$2.24B	-$2.24B	6	3.19%	Reduced
111	TCI Fund Management London, United Kingdom	$2.22B	+$922M	1	11.09%	Increased
112	Adage Capital Partners Boston, Massachusetts	$2.17B	-$99M	27	6.03%	Reduced
113	APG Asset Management Amsterdam, Netherlands	$2.17B	-$156M	38	4.4%	Reduced
114	Silver Lake Group Menlo Park, California	$2.15B	+$1.66B	3	52.56%	Increased
115	USAA United Services Automobile Association San Antonio, Texas	$2.13B	-$5.92M	72	6.17%	Reduced
116	THLTP Thomas H. Lee (THL) Partners Boston, Massachusetts	$2.11B	-$307M	1	64.57%	Reduced
117	Two Sigma Advisers New York	$2.1B	-$729M	81	5.73%	Reduced
118	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.08B	-$36.3M	47	5.48%	Reduced
119	Coatue Management New York	$2.08B	+$426M	11	24.68%	Increased
120	1832 Asset Management Toronto, Ontario, Canada	$2.08B	+$120M	33	8.21%	Increased
121	Axa Paris, France	$2.07B	-$9.87M	57	9.03%	Reduced
122	Citigroup New York	$2.07B	-$103M	119	2.09%	Reduced
123	William Blair & Company Chicago, Illinois	$2.03B	+$45.7M	61	14.83%	Increased
124	Alkeon Capital Management New York	$1.97B	+$47.6M	17	12.81%	Increased
125	Canada Life Winnipeg, Manitoba, Canada	$1.96B	+$26.6M	88	5.59%	Increased