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 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| $1.26B | -$286M | 2 | 10.86% | Reduced |
|
| 127 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $1.25B | -$16.9M | 39 | 4.81% | Reduced |
|
| 128 |
Generation Investment Management
London,
United Kingdom
| $1.21B | -$164M | 4 | 15.53% | Reduced |
|
| 129 |
Putnam Investments
Boston,
Massachusetts
| $1.21B | +$57.6M | 33 | 2.73% | Increased |
|
| 130 |
1832 Asset Management
Toronto,
Ontario, Canada
| $1.2B | -$151M | 17 | 5.17% | Reduced |
|
| 131 |
Renaissance Technologies
New York
| $1.19B | -$8.58M | 74 | 2.6% | Reduced |
|
| 132 |
Canada Life
Winnipeg,
Manitoba, Canada
| $1.19B | -$34.1M | 70 | 4.57% | Reduced |
|
| 133 |
STRS Ohio
Columbus,
Ohio
| $1.19B | +$25.9M | 56 | 5.31% | Increased |
|
| 134 |
Lazard Asset Management
New York
| $1.19B | -$393M | 28 | 2.72% | Reduced |
|
| 135 |
Janus Henderson Group
London,
| $1.17B | -$38.6M | 35 | 9.42% | Reduced |
|
| 136 |
TimesSquare Capital Management
New York
| $1.15B | -$14.6M | 17 | 7.26% | Reduced |
|
| 137 |
Investor AB
Stockholm,
Sweden
| $1.13B | $0 | 1 | 91.59% | Maintained |
|
| 138 |
D.E. Shaw & Co
New York
| $1.13B | -$415M | 72 | 1.68% | Reduced |
|
| 139 |
Veritas Asset Management
London,
United Kingdom
| $1.11B | -$349M | 2 | 13.97% | Reduced |
|
| 140 |
TCW Group
Los Angeles,
California
| $1.08B | -$62M | 23 | 7.79% | Reduced |
|
| 141 |
EC
Eminence Capital
New York
| $1.07B | +$407M | 3 | 13.36% | Increased |
|
| 142 |
Viking Global Investors
Stamford,
Connecticut
| $1.07B | +$55.3M | 1 | 4.03% | Increased |
|
| 143 |
Axa
Paris,
France
| $1.06B | -$96.4M | 40 | 4.64% | Reduced |
|
| 144 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $1.06B | +$39.9M | 48 | 5.09% | Increased |
|
| 145 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $1.05B | +$54.9M | 64 | 3.34% | Increased |
|
| 146 |
Elliott Management
New York
| $1.01B | +$151M | 3 | 12.16% | Increased |
|
| 147 |
Pictet Asset Management (UK)
London,
United Kingdom
| $1B | +$38.3M | 26 | 4.24% | Increased |
|
| 148 |
BNP Paribas Financial Markets
Paris,
France
| $1,000M | -$262M | 85 | 4.86% | Reduced |
|
| 149 |
Chevy Chase Trust
Bethesda,
Maryland
| $994M | +$12.1M | 20 | 5.83% | Increased |
|
| 150 |
Westfield Capital Management
Boston,
Massachusetts
| $989M | +$73.5M | 17 | 6.65% | Increased |
|