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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.06B +$322M 63 10.02% Increased
127
Axa
Axa
France
$4.02B -$35.2M 67 12.25% Reduced
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.94B -$82.7M 97 8.4% Reduced
129
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.88B +$249M 33 7.91% Increased
130
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.87B +$1.6B 13 13.62% Increased
131
Viking Global Investors
Viking Global Investors
Connecticut
$3.86B -$252M 6 11.5% Reduced
132
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.76B +$198M 52 7.37% Increased
133
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.73B +$248M 145 0.59% Increased
134
First Eagle Investment Management
First Eagle Investment Management
New York
$3.58B +$15.5M 4 9.52% Increased
135
William Blair Investment Management
William Blair Investment Management
Illinois
$3.46B +$668M 35 11.21% Increased
136
ProShare Advisors
ProShare Advisors
Maryland
$3.45B +$610M 104 10.84% Increased
137
SEI Investments
SEI Investments
Pennsylvania
$3.43B -$48.9M 120 8.65% Reduced
138
ESCM
Echo Street Capital Management
New York
$3.43B +$786M 46 30.63% Increased
139
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.38B +$537M 6 19.44% Increased
140
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$3.35B +$489M 15 27.54% Increased
141
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.32B -$301M 36 9.55% Reduced
142
Korea Investment Corp
Korea Investment Corp
South Korea
$3.2B -$444M 49 10.1% Reduced
143
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.2B +$393M 72 10.62% Increased
144
Millennium Management
Millennium Management
New York
$3.17B -$1.66B 144 2.26% Reduced
145
OCBV
Ownership Capital B.V.
Netherlands
$3.16B +$272M 9 41.16% Increased
146
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.09B -$1.07B 35 6.68% Reduced
147
LGP
Leonard Green & Partners
California
$3.08B +$21.9M 1 39.38% Increased
148
VVP
Vulcan Value Partners
Alabama
$3.07B +$950M 5 18.15% Increased
149
ACM
Atlanta Capital Management
Georgia
$3.03B -$274M 16 10.71% Reduced
150
Eagle Asset Management
Eagle Asset Management
Florida
$3.02B +$751M 47 13.36% Increased