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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.02B +$237M 43 11.65% Increased
102
Coatue Management
Coatue Management
New York
$2.91B +$293M 10 32.16% Increased
103
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.89B +$9.75M 56 6.63% Increased
104
Silver Lake Group
Silver Lake Group
California
$2.79B -$163M 2 63.81% Reduced
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.78B -$40.3M 64 7.9% Reduced
106
Alkeon Capital Management
Alkeon Capital Management
New York
$2.7B +$99.2M 23 13.44% Increased
107
JSP
Jackson Square Partners
California
$2.64B -$526M 7 14.47% Reduced
108
Bessemer Group
Bessemer Group
New Jersey
$2.62B +$254M 70 10.05% Increased
109
William Blair & Company
William Blair & Company
Illinois
$2.6B +$110M 64 15.85% Increased
110
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.59B -$152M 14 10.27% Reduced
111
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.59B +$87.6M 31 8.81% Increased
112
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.58B -$257M 34 6.55% Reduced
113
Canada Life
Canada Life
Manitoba, Canada
$2.58B +$189M 86 6.84% Increased
114
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.54B -$23.4M 26 6.36% Reduced
115
USAA
United Services Automobile Association
Texas
$2.51B -$7.46M 77 6.46% Reduced
116
Axa
Axa
France
$2.48B -$32.9M 64 9.71% Reduced
117
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.48B -$3.99M 48 5.98% Reduced
118
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
$2.48B -$573M 1 65.14% Reduced
119
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$2.47B +$447M 4 17.44% Increased
120
APG Asset Management
APG Asset Management
Netherlands
$2.46B -$143M 39 4.51% Reduced
121
HSBC Holdings
HSBC Holdings
United Kingdom
$2.43B -$461M 67 4.44% Reduced
122
Millennium Management
Millennium Management
New York
$2.43B -$588M 109 3.64% Reduced
123
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$2.42B +$246M 25 13.84% Increased
124
Victory Capital Management
Victory Capital Management
Texas
$2.31B +$17.7M 66 5.25% Increased
125
DZ Bank
DZ Bank
Germany
$2.28B +$274M 24 7.41% Increased
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