← 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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$5.13B +$18.2M 54 13.26% Increased
127
Harris Associates
Harris Associates
Illinois
$5.1B +$815M 10 8.63% Increased
128
Allspring Global Investments
Allspring Global Investments
North Carolina
$5.08B -$338M 128 8.29% Reduced
129
Korea Investment Corp
Korea Investment Corp
South Korea
$5.01B -$259M 57 12.62% Reduced
130
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.88B +$7.35B 61 9.57% Increased
131
Natixis Advisors
Natixis Advisors
Massachusetts
$4.84B +$93.2M 74 10.52% Increased
132
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.75B -$368M 31 14.71% Reduced
133
Aviva
Aviva
United Kingdom
$4.74B +$678M 62 13.15% Increased
134
Renaissance Technologies
Renaissance Technologies
New York
$4.72B +$239M 138 8.01% Increased
135
Jane Street
Jane Street
New York
$4.71B +$1.02B 173 1.08% Increased
136
TCI Fund Management
TCI Fund Management
United Kingdom
$4.71B $0 1 11.5% Maintained
137
Fundsmith LLP
Fundsmith LLP
United Kingdom
$4.7B -$250M 4 19.14% Reduced
138
ProShare Advisors
ProShare Advisors
Maryland
$4.68B -$181M 88 12.51% Reduced
139
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.64B +$473M 130 7.34% Increased
140
Generation Investment Management
Generation Investment Management
United Kingdom
$4.61B +$168M 10 22.2% Increased
141
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$4.53B +$4.42B 148 10.76% New
142
KBC Group
KBC Group
Belgium
$4.53B -$179M 106 13.68% Reduced
143
Baird Financial Group
Baird Financial Group
Wisconsin
$4.49B +$30.4M 62 9.31% Increased
144
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.4B -$224M 62 10.48% Reduced
145
Dodge & Cox
Dodge & Cox
California
$4.32B -$35.1M 6 2.59% Reduced
146
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.3B -$238M 85 9.56% Reduced
147
Tiger Global Management
Tiger Global Management
New York
$4.23B -$34.7M 11 19.54% Reduced
148
Fred Alger Management
Fred Alger Management
New York
$4.22B -$91.4M 58 20.5% Reduced
149
WCM Investment Management
WCM Investment Management
California
$4.2B -$456M 22 9.93% Reduced
150
Truist Financial
Truist Financial
North Carolina
$4.19B -$43.9M 81 6.37% Reduced