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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
IHG
Insight Holdings Group
New York
$3.42B -$94.7M 14 68.69% Reduced
127
Canada Life
Canada Life
Manitoba, Canada
$3.38B -$97.7M 113 9.61% Reduced
128
William Blair & Company
William Blair & Company
Illinois
$3.37B -$45.2M 95 15.47% Reduced
129
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.35B +$241M 8 25.07% Increased
130
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.31B +$108M 75 9.79% Increased
131
Investor AB
Investor AB
Sweden
$3.3B +$2.99M 2 99.94% Increased
132
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.3B -$77.6M 50 6.13% Reduced
133
Durable Capital Partners
Durable Capital Partners
Maryland
$3.29B +$245M 12 36.2% Increased
134
Korea Investment Corp
Korea Investment Corp
South Korea
$3.29B +$205M 57 10.12% Increased
135
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.18B -$144M 89 5.39% Reduced
136
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.15B +$204M 78 12.07% Increased
137
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.12B +$7.21M 69 8.73% Increased
138
ESCM
Echo Street Capital Management
New York
$3.09B -$227M 53 29.61% Reduced
139
Generation Investment Management
Generation Investment Management
United Kingdom
$2.99B -$24.8M 9 17.74% Reduced
140
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.94B +$164M 47 8.56% Increased
141
Axa
Axa
France
$2.91B -$62.5M 68 11.45% Reduced
142
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.86B -$439M 135 4.58% Reduced
143
General Atlantic
General Atlantic
New York
$2.84B -$827K 10 33.46% Reduced
144
Harris Associates
Harris Associates
Illinois
$2.84B +$736M 9 4.75% Increased
145
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.78B +$274M 47 10.96% Increased
146
William Blair Investment Management
William Blair Investment Management
Illinois
$2.77B -$393M 28 10.94% Reduced
147
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$2.75B +$88.3M 89 7.2% Increased
148
Marshall Wace
Marshall Wace
United Kingdom
$2.73B +$126M 128 5.99% Increased
149
ProShare Advisors
ProShare Advisors
Maryland
$2.72B -$511M 83 10.44% Reduced
150
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.7B -$838M 7 15.79% Reduced