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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
Millennium Management
Millennium Management
New York
$7.98B +$848M 156 3.85% Increased
102
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.96B +$115M 112 14.21% Increased
103
Sands Capital Management
Sands Capital Management
Virginia
$7.85B +$176M 15 22.54% Increased
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$7.74B +$36.9M 119 13.74% Increased
105
Allianz Asset Management
Allianz Asset Management
Germany
$7.52B -$182M 76 9% Reduced
106
Natixis Advisors
Natixis Advisors
Massachusetts
$7.44B +$681M 77 11.8% Increased
107
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$7.36B +$31.7M 85 13.13% Increased
108
ProShare Advisors
ProShare Advisors
Maryland
$7.35B +$216M 101 14.67% Increased
109
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.27B -$676M 128 5.15% Reduced
110
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.26B +$50.1M 41 12.24% Increased
111
Edgewood Management
Edgewood Management
Connecticut
$6.99B +$382M 7 22.21% Increased
112
Aviva
Aviva
United Kingdom
$6.97B +$116M 61 14.4% Increased
113
BAMCO Inc
BAMCO Inc
New York
$6.96B -$139M 37 18.88% Reduced
114
APG Asset Management
APG Asset Management
Netherlands
$6.86B +$177M 48 20.33% Increased
115
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.75B +$2.13B 115 13.93% Increased
116
William Blair Investment Management
William Blair Investment Management
Illinois
$6.63B -$176M 34 17.59% Reduced
117
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.62B -$107M 17 15.88% Reduced
118
Marshall Wace
Marshall Wace
United Kingdom
$6.54B -$837M 122 7.36% Reduced
119
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.53B -$348M 50 14.9% Reduced
120
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.42B +$561M 46 5.01% Increased
121
Artisan Partners
Artisan Partners
Wisconsin
$6.42B +$354M 36 9.4% Increased
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.41B +$2.19M 69 13.4% Increased
123
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.39B -$700M 106 6.49% Reduced
124
Sanders Capital
Sanders Capital
Florida
$6.35B -$197M 1 8.53% Reduced
125
Coatue Management
Coatue Management
New York
$6.14B +$1.25B 10 17.11% Increased
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