← All themes

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
Renaissance Technologies
Renaissance Technologies
New York
$4.67B +$106M 158 5.48% Increased
127
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.64B -$138M 69 10.94% Reduced
128
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.48B +$262M 44 11.64% Increased
129
Korea Investment Corp
Korea Investment Corp
South Korea
$4.45B +$481M 58 11.01% Increased
130
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.42B +$449M 74 9.28% Increased
131
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.31B +$72.5M 73 10.51% Increased
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.23B -$109M 126 8.78% Reduced
133
Aberdeen Group
Aberdeen Group
United Kingdom
$4.23B -$373M 65 10.81% Reduced
134
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.23B -$296M 40 6.01% Reduced
135
Axa
Axa
France
$4.17B -$257M 71 11.85% Reduced
136
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.16B -$1.06B 95 5.58% Reduced
137
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$4.09B +$717M 9 22.66% Increased
138
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.08B +$827M 81 11.33% Increased
139
SEI Investments
SEI Investments
Pennsylvania
$4.08B +$91.9M 131 8.19% Increased
140
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.02B -$180M 70 9.18% Reduced
141
AQR Capital Management
AQR Capital Management
Connecticut
$4.02B -$85.7M 101 7.63% Reduced
142
William Blair Investment Management
William Blair Investment Management
Illinois
$4.01B +$59.2M 36 11.98% Increased
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.88B -$19.9M 47 9.07% Reduced
144
First Eagle Investment Management
First Eagle Investment Management
New York
$3.87B -$124M 6 9.47% Reduced
145
Magellan Asset Management
Magellan Asset Management
Australia
$3.86B -$1.71B 7 14.97% Reduced
146
Federated Hermes
Federated Hermes
Pennsylvania
$3.75B -$256M 110 8.48% Reduced
147
Dragoneer Investment Group
Dragoneer Investment Group
California
$3.71B +$480M 21 47.35% Increased
148
Findlay Park Partners
Findlay Park Partners
United Kingdom
$3.67B +$334M 7 27.68% Increased
149
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$3.65B +$226M 94 7.91% Increased
150
Durable Capital Partners
Durable Capital Partners
Maryland
$3.57B +$906M 14 31.37% Increased