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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	1832 Asset Management Toronto, Ontario, Canada	$1.4B	-$48.1M	20	5.28%	Reduced
127	Macquarie Group Sydney, NSW 2000, Australia	$1.39B	-$78.3M	48	2.68%	Reduced
128	Carmignac Gestion Paris, France	$1.38B	-$144M	3	10.32%	Reduced
129	HSBC Holdings London, United Kingdom	$1.38B	+$141M	43	3.43%	Increased
130	STRS Ohio Columbus, Ohio	$1.37B	+$37.4M	51	6.14%	Increased
131	First Pacific Advisors El Segundo, California	$1.35B	-$291M	2	11.22%	Reduced
132	Parnassus Investments San Francisco, California	$1.34B	+$305M	7	7.3%	Increased
133	Ninety One (UK) London, United Kingdom	$1.32B	+$257M	13	6.43%	Increased
134	USAA United Services Automobile Association San Antonio, Texas	$1.32B	-$32.8M	45	4.47%	Reduced
135	Investor AB Stockholm, Sweden	$1.31B	$0	1	94.14%	Maintained
136	Barclays London, United Kingdom	$1.3B	-$174M	91	1.44%	Reduced
137	Federated Hermes Pittsburgh, Pennsylvania	$1.29B	-$94.7M	65	3.73%	Reduced
138	Independent Franchise Partners London, United Kingdom	$1.29B	+$4.2M	2	12.88%	Increased
139	Credit Agricole Montrouge Cedex, France	$1.29B	+$289M	42	4.19%	Increased
140	EC Eminence Capital New York	$1.28B	-$36M	3	21.37%	Reduced
141	TimesSquare Capital Management New York	$1.25B	+$24.4M	21	8.1%	Increased
142	Raymond James & Associates St Petersburg, Florida	$1.24B	+$167M	68	3.38%	Increased
143	Axa Paris, France	$1.23B	+$31.6M	39	5.41%	Increased
144	Harding Loevner Bridgewater, New Jersey	$1.23B	+$14.7M	5	8.89%	Increased
145	Victory Capital Management San Antonio, Texas	$1.23B	+$453M	51	3.44%	Increased
146	Polen Capital Management Boca Raton, Florida	$1.23B	+$39.3M	3	14.61%	Increased
147	Pictet Asset Management (UK) London, United Kingdom	$1.22B	+$85.4M	28	4.59%	Increased
148	State of Wisconsin Investment Board Madison, Wisconsin	$1.22B	-$145M	49	4.81%	Reduced
149	LSV Asset Management Chicago, Illinois	$1.16B	+$21.5M	8	2.28%	Increased
150	Swedbank Stockholm, Sweden	$1.15B	+$24M	4	9.45%	Increased