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 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $1.74B | -$13.4M | 10 | 10.15% | Reduced |
|
| 127 |
CIBC Private Wealth Group
Atlanta,
Georgia
| $1.74B | +$48.1M | 57 | 7.37% | Increased |
|
| 128 |
Carmignac Gestion
Paris,
France
| $1.73B | +$261M | 4 | 11.51% | Increased |
|
| 129 |
William Blair & Company
Chicago,
Illinois
| $1.72B | +$61.5M | 56 | 11.69% | Increased |
|
| 130 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $1.67B | -$66.4M | 17 | 9.87% | Reduced |
|
| 131 |
Victory Capital Management
San Antonio,
Texas
| $1.67B | +$243M | 56 | 3.51% | Increased |
|
| 132 |
First Pacific Advisors
El Segundo,
California
| $1.66B | -$6.38M | 2 | 12.43% | Reduced |
|
| 133 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| $1.66B | -$171M | 5 | 6.27% | Reduced |
|
| 134 |
Bessemer Group
Woodbridge,
New Jersey
| $1.66B | -$33.6M | 55 | 6.44% | Reduced |
|
| 135 |
STRS Ohio
Columbus,
Ohio
| $1.64B | -$101M | 62 | 7.02% | Reduced |
|
| 136 |
Brown Brothers Harriman & Co
New York
| $1.63B | -$330M | 50 | 8.94% | Reduced |
|
| 137 |
Coatue Management
New York
| $1.61B | +$585M | 4 | 12.58% | Increased |
|
| 138 |
Egerton Capital (UK)
London,
United Kingdom
| $1.6B | +$488M | 4 | 14.01% | Increased |
|
| 139 |
Select Equity Group
New York
| $1.54B | -$211M | 8 | 12.28% | Reduced |
|
| 140 |
Chevy Chase Trust
Bethesda,
Maryland
| $1.54B | -$14.7M | 25 | 6.61% | Reduced |
|
| 141 |
Axa
Paris,
France
| $1.52B | +$43.3M | 44 | 5.96% | Increased |
|
| 142 |
Two Sigma Advisers
New York
| $1.49B | -$118M | 70 | 4.03% | Reduced |
|
| 143 |
SEI Investments
Oaks,
Pennsylvania
| $1.49B | -$37.4M | 86 | 5.18% | Reduced |
|
| 144 |
Investor AB
Stockholm,
Sweden
| $1.49B | $0 | 1 | 98.47% | Maintained |
|
| 145 |
Epoch Investment Partners
New York
| $1.49B | +$9.48M | 9 | 4.93% | Increased |
|
| 146 |
Harding Loevner
Bridgewater,
New Jersey
| $1.47B | -$3.18M | 9 | 8.34% | Reduced |
|
| 147 |
Panagora Asset Management
Boston,
Massachusetts
| $1.46B | -$14M | 66 | 5.49% | Reduced |
|
| 148 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $1.46B | +$109M | 35 | 4.15% | Increased |
|
| 149 |
Findlay Park Partners
London,
United Kingdom
| $1.45B | +$15.1M | 7 | 13.81% | Increased |
|
| 150 |
Aristotle Capital Management
Los Angeles,
California
| $1.39B | +$32.4M | 4 | 9.64% | Increased |
|