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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
Coatue Management
Coatue Management
New York
$1.14B -$165M 3 11.68% Reduced
127
BlackRock Japan
BlackRock Japan
Japan
$1.14B +$39.4M 33 4.92% Increased
128
HCM
Highfields Capital Management
Massachusetts
$1.11B $0 2 8.66% Maintained
129
Fred Alger Management
Fred Alger Management
New York
$1.1B +$199M 25 5.36% Increased
130
USAA
United Services Automobile Association
Texas
$1.09B +$29.5M 35 3.95% Increased
131
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.08B +$73M 25 3.22% Increased
132
LSV Asset Management
LSV Asset Management
Illinois
$1.07B -$170M 9 2.33% Reduced
133
Axa
Axa
France
$1.04B -$55.6M 29 4.46% Reduced
134
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.01B +$49.2M 51 4.9% Increased
135
BCM
Brown Capital Management
Maryland
$991M +$12M 12 17.55% Increased
136
Pzena Investment Management
Pzena Investment Management
New York
$937M -$7.89M 2 5.12% Reduced
137
Ninety One (UK)
Ninety One (UK)
United Kingdom
$926M +$14.3M 7 5.46% Increased
138
Janus Henderson Group
Janus Henderson Group
$923M -$30M 26 8.68% Reduced
139
Citigroup
Citigroup
New York
$902M -$177M 84 0.79% Reduced
140
Guggenheim Capital
Guggenheim Capital
Illinois
$900M +$24.7M 56 2.16% Increased
141
abrdn Investment Management
abrdn Investment Management
United Kingdom
$886M -$16.3M 15 3.36% Reduced
142
Soroban Capital Partners
Soroban Capital Partners
New York
$882M +$152M 2 6.64% Increased
143
AWM
Ashmore Wealth Management
Delaware
$880M $0 4 17.64% Maintained
144
Putnam Investments
Putnam Investments
Massachusetts
$877M +$55.9M 34 1.86% Increased
145
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$863M +$86.7M 21 2.16% Increased
146
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$857M -$16.2M 10 3.95% Reduced
147
Jensen Investment Management
Jensen Investment Management
Oregon
$856M -$29.9M 8 13.58% Reduced
148
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$842M -$2M 3 4.54% Reduced
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$841M -$35.3M 46 4.98% Reduced
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$837M +$68.7M 18 5.42% Increased
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