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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
Axa
Axa
France
$4.71B +$94M 73 13.22% Increased
127
TCI Fund Management
TCI Fund Management
United Kingdom
$4.7B -$1.11B 1 11.29% Reduced
128
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.68B +$1.83B 150 0.63% Increased
129
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.51B +$106M 106 9.33% Increased
130
Millennium Management
Millennium Management
New York
$4.5B +$845M 172 2.7% Increased
131
ARK Investment Management
ARK Investment Management
Florida
$4.49B +$519M 27 10.79% Increased
132
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$4.47B +$311M 8 22.66% Increased
133
Bessemer Group
Bessemer Group
New Jersey
$4.44B -$188M 95 9.46% Reduced
134
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.39B -$57.1M 69 9.48% Reduced
135
First Eagle Investment Management
First Eagle Investment Management
New York
$4.38B -$98.6M 6 11.24% Reduced
136
William Blair Investment Management
William Blair Investment Management
Illinois
$4.36B +$28.2M 36 12.31% Increased
137
SEI Investments
SEI Investments
Pennsylvania
$4.36B +$196M 132 9.15% Increased
138
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.24B +$917M 60 7.45% Increased
139
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.22B +$224M 78 11.79% Increased
140
ProShare Advisors
ProShare Advisors
Maryland
$4.18B +$299M 102 11.75% Increased
141
SC US (TTGP)
SC US (TTGP)
California
$4.15B +$733K 4 23.15% Increased
142
AQR Capital Management
AQR Capital Management
Connecticut
$4.11B -$396M 104 7.63% Reduced
143
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.1B +$148M 39 10.53% Increased
144
Viking Global Investors
Viking Global Investors
Connecticut
$4.04B -$169M 8 11.07% Reduced
145
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4B +$592M 84 4.53% Increased
146
JSP
Jackson Square Partners
California
$3.99B -$256M 15 25.28% Reduced
147
CIP
Champlain Investment Partners
Vermont
$3.93B +$8.19M 23 18.8% Increased
148
AKRE Capital Management
AKRE Capital Management
Virginia
$3.92B -$2.15M 6 24.13% Reduced
149
Silver Lake Group
Silver Lake Group
California
$3.91B +$1.06B 6 24.03% Increased
150
Two Sigma Advisers
Two Sigma Advisers
New York
$3.91B +$1.47B 105 10.14% Increased