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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	THLTP Thomas H. Lee (THL) Partners Boston, Massachusetts	$1.5B	$0	1	40.25%	Maintained
127	Generation Investment Management London, United Kingdom	$1.5B	-$138M	3	16.43%	Reduced
128	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.48B	+$287M	36	3.85%	Increased
129	First Pacific Advisors El Segundo, California	$1.47B	-$60.3M	2	11.81%	Reduced
130	Independent Franchise Partners London, United Kingdom	$1.47B	-$65.2M	2	14%	Reduced
131	STRS Ohio Columbus, Ohio	$1.45B	-$104M	53	6.27%	Reduced
132	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.43B	+$71.5M	22	8.38%	Increased
133	State of Wisconsin Investment Board Madison, Wisconsin	$1.42B	+$161M	48	5.5%	Increased
134	Guggenheim Capital Chicago, Illinois	$1.42B	+$37.5M	61	3.86%	Increased
135	Yacktman Asset Management Austin, Texas	$1.4B	-$144M	2	13.12%	Reduced
136	Investor AB Stockholm, Sweden	$1.35B	$0	1	96.2%	Maintained
137	Sachem Head Capital Management New York	$1.33B	-$120M	3	43.18%	Reduced
138	Bessemer Group Woodbridge, New Jersey	$1.33B	+$296M	49	5.54%	Increased
139	Ninety One (UK) London, United Kingdom	$1.31B	+$134M	10	6.45%	Increased
140	Veritas Asset Management London, United Kingdom	$1.3B	+$38.2M	2	11.76%	Increased
141	TimesSquare Capital Management New York	$1.3B	-$88.1M	21	8.39%	Reduced
142	Credit Agricole Montrouge Cedex, France	$1.29B	-$236M	48	3.94%	Reduced
143	Carmignac Gestion Paris, France	$1.29B	-$226M	3	9.89%	Reduced
144	Chevy Chase Trust Bethesda, Maryland	$1.27B	+$31.7M	24	6.24%	Increased
145	Victory Capital Management San Antonio, Texas	$1.26B	-$13.4M	51	3%	Reduced
146	AIG American International Group New York	$1.24B	-$22.2M	88	4.53%	Reduced
147	William Blair & Company Chicago, Illinois	$1.23B	+$72.7M	53	9.93%	Increased
148	Harding Loevner Bridgewater, New Jersey	$1.22B	+$12.8M	4	7.95%	Increased
149	Axa Paris, France	$1.22B	-$101M	36	5.49%	Reduced
150	Panagora Asset Management Boston, Massachusetts	$1.2B	-$118M	62	5.01%	Reduced