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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
126
BlackRock Japan
BlackRock Japan
Japan
$1.05B -$107M 35 4.81% Reduced
127
HCM
Highfields Capital Management
Massachusetts
$1.05B +$59.4M 2 7.71% Increased
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.05B -$2.15B 66 0.99% Reduced
129
Citigroup
Citigroup
New York
$1.04B +$185M 85 0.99% Increased
130
USAA
United Services Automobile Association
Texas
$1.02B +$9.01M 36 3.75% Increased
131
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1B -$248M 55 1.36% Reduced
132
BCM
Brown Capital Management
Maryland
$989M -$24.6M 12 16.46% Reduced
133
Eaton Vance Management
Eaton Vance Management
Massachusetts
$961M +$54.5M 25 2.84% Increased
134
Panagora Asset Management
Panagora Asset Management
Massachusetts
$942M -$31.7M 47 4.57% Reduced
135
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$938M +$62.2M 11 3.76% Increased
136
Pzena Investment Management
Pzena Investment Management
New York
$925M -$122M 2 5.13% Reduced
137
Janus Henderson Group
Janus Henderson Group
$910M +$24.3M 26 8.49% Increased
138
1832 Asset Management
1832 Asset Management
Ontario, Canada
$876M -$50M 15 2.76% Reduced
139
CCM
Criterion Capital Management
California
$870M +$436M 6 25.94% Increased
140
Fred Alger Management
Fred Alger Management
New York
$858M +$42.8M 29 4.22% Increased
141
Jensen Investment Management
Jensen Investment Management
Oregon
$857M -$34.3M 8 12.9% Reduced
142
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$850M -$33.3M 45 4.79% Reduced
143
Ninety One (UK)
Ninety One (UK)
United Kingdom
$847M +$139M 6 4.91% Increased
144
AWM
Ashmore Wealth Management
Delaware
$843M $0 4 16.25% Maintained
145
Guggenheim Capital
Guggenheim Capital
Illinois
$842M -$12.4M 59 2.13% Reduced
146
abrdn Investment Management
abrdn Investment Management
United Kingdom
$807M +$143M 14 3.6% Increased
147
Putnam Investments
Putnam Investments
Massachusetts
$800M -$278M 34 1.72% Reduced
148
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$789M +$15.6M 27 4.39% Increased
149
AQR Capital Management
AQR Capital Management
Connecticut
$781M -$111M 51 2.1% Reduced
150
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$780M +$54.6M 3 4.1% Increased
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