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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
ESCM
Echo Street Capital Management
New York
$4.42B +$626M 54 34.02% Increased
127
AQR Capital Management
AQR Capital Management
Connecticut
$4.35B -$843M 103 7.53% Reduced
128
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.34B -$10.3M 40 8.51% Reduced
129
Bessemer Group
Bessemer Group
New Jersey
$4.32B -$223M 80 9.38% Reduced
130
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.31B -$270M 67 9.1% Reduced
131
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.29B -$135M 102 8.87% Reduced
132
Viking Global Investors
Viking Global Investors
Connecticut
$4.23B +$5.05M 7 12.83% Increased
133
JSP
Jackson Square Partners
California
$4.2B -$564M 14 23.99% Reduced
134
William Blair Investment Management
William Blair Investment Management
Illinois
$4.08B +$132M 37 12.8% Increased
135
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$4.07B +$326M 8 21.38% Increased
136
First Eagle Investment Management
First Eagle Investment Management
New York
$4.05B -$66.3M 6 10.12% Reduced
137
SEI Investments
SEI Investments
Pennsylvania
$3.96B +$54M 122 8.79% Increased
138
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.87B +$179M 75 11.29% Increased
139
AKRE Capital Management
AKRE Capital Management
Virginia
$3.81B +$614M 6 23.47% Increased
140
ProShare Advisors
ProShare Advisors
Maryland
$3.8B -$97.7M 114 11.12% Reduced
141
Korea Investment Corp
Korea Investment Corp
South Korea
$3.75B +$130M 54 10.75% Increased
142
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.74B +$699M 41 8.08% Increased
143
CIP
Champlain Investment Partners
Vermont
$3.73B +$393M 22 17.73% Increased
144
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.72B -$19.4M 37 9.52% Reduced
145
PEP
Providence Equity Partners
Rhode Island
$3.72B +$3.26B 2 78% Increased
146
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.69B +$731M 63 5.71% Increased
147
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$3.68B +$357M 41 8.87% Increased
148
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.58B +$247M 76 7.29% Increased
149
Millennium Management
Millennium Management
New York
$3.56B +$61.6M 167 2.19% Increased
150
SC US (TTGP)
SC US (TTGP)
California
$3.56B -$640M 3 22.65% Reduced