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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
Canada Life
Canada Life
Manitoba, Canada
$5.47B +$248M 116 11.31% Increased
127
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$5.37B -$116M 68 11.44% Reduced
128
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.21B -$412M 34 9.22% Reduced
129
Aberdeen Group
Aberdeen Group
United Kingdom
$5.17B -$237M 67 11.34% Reduced
130
ESCM
Echo Street Capital Management
New York
$5.11B -$153M 55 34.29% Reduced
131
Axa
Axa
France
$5.02B -$50M 78 12.83% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.9B -$72M 118 9.46% Reduced
133
Two Sigma Advisers
Two Sigma Advisers
New York
$4.78B +$812M 124 11.98% Increased
134
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.78B +$169M 80 11.61% Increased
135
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.75B +$304M 82 6.35% Increased
136
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.73B -$78M 71 9.76% Reduced
137
SEI Investments
SEI Investments
Pennsylvania
$4.68B +$149M 134 8.79% Increased
138
William Blair Investment Management
William Blair Investment Management
Illinois
$4.68B +$444M 38 12.65% Increased
139
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.61B +$47M 42 10.8% Increased
140
Federated Hermes
Federated Hermes
Pennsylvania
$4.6B -$314M 101 8.55% Reduced
141
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.55B +$574M 73 9.75% Increased
142
AQR Capital Management
AQR Capital Management
Connecticut
$4.52B -$113M 101 8.19% Reduced
143
SC US (TTGP)
SC US (TTGP)
California
$4.5B $0 4 22.41% Maintained
144
Korea Investment Corp
Korea Investment Corp
South Korea
$4.49B +$357M 59 11.68% Increased
145
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.38B +$71M 47 9.47% Increased
146
ARK Investment Management
ARK Investment Management
Florida
$4.23B +$793M 43 12.78% Increased
147
First Eagle Investment Management
First Eagle Investment Management
New York
$4.18B -$137M 6 10.47% Reduced
148
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$4.14B -$59.8M 16 12.42% Reduced
149
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$4.12B -$601M 8 21.04% Reduced
150
Two Sigma Investments
Two Sigma Investments
New York
$4.07B +$1.04B 133 8.7% Increased