← 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
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.48B -$23.5M 9 23.76% Reduced
102
Stifel Financial
Stifel Financial
Missouri
$5.45B +$118M 117 7.44% Increased
103
Aristotle Capital Management
Aristotle Capital Management
California
$5.41B -$9.46M 3 9.86% Reduced
104
TCI Fund Management
TCI Fund Management
United Kingdom
$5.32B +$175M 1 14.45% Increased
105
Lone Pine Capital
Lone Pine Capital
Connecticut
$5.28B -$834M 8 31.44% Reduced
106
Citadel Advisors
Citadel Advisors
Florida
$5.28B +$533M 188 1.09% Increased
107
IHG
Insight Holdings Group
New York
$5.2B +$303M 13 70.44% Increased
108
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.19B -$39.3M 157 4.55% Reduced
109
BCM
Brown Capital Management
Maryland
$5.09B -$22.9M 34 50.7% Reduced
110
APG Asset Management
APG Asset Management
Netherlands
$5.08B -$77.7M 60 9.6% Reduced
111
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.06B -$97.9M 64 11.04% Reduced
112
Canada Life
Canada Life
Manitoba, Canada
$5B -$116M 118 10.42% Reduced
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.97B -$796K 58 10.15% Reduced
114
Millennium Management
Millennium Management
New York
$4.96B +$163M 181 2.63% Increased
115
Victory Capital Management
Victory Capital Management
Texas
$4.92B -$15.1M 132 4.92% Reduced
116
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$4.88B +$54.7M 8 70.51% Increased
117
Bessemer Group
Bessemer Group
New Jersey
$4.88B +$9.12M 93 10.23% Increased
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.86B -$20.8M 158 4.55% Reduced
119
Russell Investments Group
Russell Investments Group
United Kingdom
$4.83B -$68.2M 122 8.41% Reduced
120
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.83B +$2.49B 162 0.83% Increased
121
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.79B -$312M 129 9.74% Reduced
122
William Blair & Company
William Blair & Company
Illinois
$4.77B -$133M 107 16.73% Reduced
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.76B -$167M 45 9.04% Reduced
124
Two Sigma Advisers
Two Sigma Advisers
New York
$4.73B +$602M 134 12.56% Increased
125
ESCM
Echo Street Capital Management
New York
$4.69B +$433M 59 33.83% Increased