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 |
USAA
United Services Automobile Association
San Antonio,
Texas
| $1.27B | -$81.4M | 41 | 4.54% | Reduced |
|
| 127 |
STRS Ohio
Columbus,
Ohio
| $1.26B | +$34.5M | 53 | 5.6% | Increased |
|
| 128 |
Investor AB
Stockholm,
Sweden
| $1.25B | $0 | 1 | 93.59% | Maintained |
|
| 129 |
Eaton Vance Management
Boston,
Massachusetts
| $1.24B | -$379M | 29 | 3.6% | Reduced |
|
| 130 |
Independent Franchise Partners
London,
United Kingdom
| $1.23B | +$40.9M | 2 | 13.53% | Increased |
|
| 131 |
Janus Henderson Group
London,
| $1.23B | -$43.1M | 37 | 10.21% | Reduced |
|
| 132 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $1.19B | -$34.8M | 31 | 3.71% | Reduced |
|
| 133 |
TimesSquare Capital Management
New York
| $1.18B | +$63.1M | 20 | 7.79% | Increased |
|
| 134 |
Polen Capital Management
Boca Raton,
Florida
| $1.17B | +$118M | 3 | 14.84% | Increased |
|
| 135 |
HSBC Holdings
London,
United Kingdom
| $1.16B | +$52.1M | 43 | 3.18% | Increased |
|
| 136 |
Axa
Paris,
France
| $1.14B | +$16.6M | 34 | 5.07% | Increased |
|
| 137 |
First Trust Advisors
Wheaton,
Illinois
| $1.13B | -$68.1M | 60 | 3.57% | Reduced |
|
| 138 |
Sachem Head Capital Management
New York
| $1.13B | -$316M | 2 | 50.07% | Reduced |
|
| 139 |
Veritas Asset Management
London,
United Kingdom
| $1.13B | +$15.3M | 2 | 12.39% | Increased |
|
| 140 |
Harding Loevner
Bridgewater,
New Jersey
| $1.12B | -$52.5M | 5 | 8.76% | Reduced |
|
| 141 |
Arrowstreet Capital
Boston,
Massachusetts
| $1.11B | +$659M | 36 | 3.68% | Increased |
|
| 142 |
LSV Asset Management
Chicago,
Illinois
| $1.09B | +$68.3M | 10 | 2.23% | Increased |
|
| 143 |
Pictet Asset Management (UK)
London,
United Kingdom
| $1.08B | +$46M | 27 | 4.23% | Increased |
|
| 144 |
Millennium Management
New York
| $1.08B | -$59.4M | 66 | 2.46% | Reduced |
|
| 145 |
Guggenheim Capital
Chicago,
Illinois
| $1.06B | -$96.4M | 56 | 3.32% | Reduced |
|
| 146 |
EC
Eminence Capital
New York
| $1.04B | +$42.8M | 3 | 21.16% | Increased |
|
| 147 |
Swedbank
Stockholm,
Sweden
| $1.04B | +$173M | 3 | 8.79% | Increased |
|
| 148 |
TCW Group
Los Angeles,
California
| $1.04B | -$28.3M | 21 | 7.82% | Reduced |
|
| 149 |
Chevy Chase Trust
Bethesda,
Maryland
| $1.03B | +$6.89M | 20 | 5.72% | Increased |
|
| 150 |
Elliott Management
New York
| $1.01B | +$20M | 4 | 8.68% | Increased |
|