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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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.49B +$10.8M 73 10.13% Increased
127
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.44B -$299M 94 5.71% Reduced
128
ProShare Advisors
ProShare Advisors
Maryland
$3.43B -$1.53B 92 11.39% Reduced
129
IHG
Insight Holdings Group
New York
$3.41B -$265M 14 70.5% Reduced
130
Aberdeen Group
Aberdeen Group
United Kingdom
$3.41B +$20.9M 62 10.71% Increased
131
Korea Investment Corp
Korea Investment Corp
South Korea
$3.39B -$276M 57 10.36% Reduced
132
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.36B +$46.2M 68 8.6% Increased
133
ESCM
Echo Street Capital Management
New York
$3.35B -$469M 58 30.41% Reduced
134
William Blair Investment Management
William Blair Investment Management
Illinois
$3.33B +$216M 31 12.32% Increased
135
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.3B -$173M 143 8.63% Reduced
136
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$3.28B +$217M 7 75.04% Increased
137
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.28B +$148M 9 23.51% Increased
138
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.27B +$89.3M 78 12.12% Increased
139
Generation Investment Management
Generation Investment Management
United Kingdom
$3.23B +$1.43B 8 17.59% Increased
140
Axa
Axa
France
$3.18B -$226M 70 11.8% Reduced
141
First Eagle Investment Management
First Eagle Investment Management
New York
$3.17B -$4.98M 9 8.96% Reduced
142
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.05B -$192M 48 8.41% Reduced
143
Durable Capital Partners
Durable Capital Partners
Maryland
$3.04B +$415M 12 34.85% Increased
144
Findlay Park Partners
Findlay Park Partners
United Kingdom
$3.01B -$5.65M 7 28.12% Reduced
145
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$2.96B -$25M 88 7.57% Reduced
146
Investor AB
Investor AB
Sweden
$2.96B -$1.2M 1 99.93% Reduced
147
Two Sigma Investments
Two Sigma Investments
New York
$2.94B +$822M 114 9.72% Increased
148
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.9B +$105M 68 5.4% Increased
149
AQR Capital Management
AQR Capital Management
Connecticut
$2.86B -$500M 101 6.46% Reduced
150
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$2.84B -$49.3M 12 10.38% Reduced