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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
National Pension Service
National Pension Service
South Korea
$2.54B +$122M 28 8.02% Increased
127
Silver Lake Group
Silver Lake Group
California
$2.5B $0 2 60.24% Maintained
128
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$2.37B +$433M 15 43.68% Increased
129
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.36B +$150M 13 13.3% Increased
130
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.34B -$135M 65 7.24% Reduced
131
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.29B +$341M 121 4.06% Increased
132
Stifel Financial
Stifel Financial
Missouri
$2.24B -$128M 80 5.71% Reduced
133
Select Equity Group
Select Equity Group
New York
$2.21B +$149M 15 14.94% Increased
134
Millennium Management
Millennium Management
New York
$2.16B -$23.2M 116 3.42% Reduced
135
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.16B +$274M 109 0.72% Increased
136
Aristotle Capital Management
Aristotle Capital Management
California
$2.15B -$17.6M 4 11.42% Reduced
137
Chevy Chase Trust
Chevy Chase Trust
Maryland
$2.14B +$7.72M 26 8.78% Increased
138
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.12B -$140M 38 5.58% Reduced
139
CIP
Champlain Investment Partners
Vermont
$2.08B +$151M 17 17.13% Increased
140
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.06B +$277M 7 20.68% Increased
141
Harding Loevner
Harding Loevner
New Jersey
$2.05B -$186M 13 9.64% Reduced
142
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$2.04B +$59.9M 47 7.22% Increased
143
STRS Ohio
STRS Ohio
Ohio
$2B -$34.4M 86 8.77% Reduced
144
Aperio Group
Aperio Group
California
$1.98B +$73.2M 76 7.82% Increased
145
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.94B -$121M 56 10.49% Reduced
146
Investor AB
Investor AB
Sweden
$1.93B +$561K 2 98.87% Increased
147
Man Group
Man Group
United Kingdom
$1.9B -$323M 72 7.05% Reduced
148
Korea Investment Corp
Korea Investment Corp
South Korea
$1.9B -$46.3M 32 8.02% Reduced
149
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.88B +$77.4M 72 7.23% Increased
150
Melvin Capital Management
Melvin Capital Management
New York
$1.87B +$605M 7 15.12% Increased