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 |
Coatue Management
New York
| $5.59B | +$1.16B | 15 | 18.82% | Increased |
|
| 127 |
William Blair & Company
Chicago,
Illinois
| $5.53B | +$27.1M | 89 | 16.09% | Increased |
|
| 128 |
KBC Group
Brussels,
Belgium
| $5.45B | +$345M | 102 | 15.02% | Increased |
|
| 129 |
Axa
Paris,
France
| $5.4B | -$356M | 76 | 16.39% | Reduced |
|
| 130 |
Renaissance Technologies
New York
| $5.38B | -$534M | 136 | 7.96% | Reduced |
|
| 131 |
Aviva
London,
United Kingdom
| $5.38B | +$27.8M | 59 | 13.96% | Increased |
|
| 132 |
William Blair Investment Management
Chicago,
Illinois
| $5.36B | -$295M | 30 | 13.09% | Reduced |
|
| 133 |
Credit Agricole
Montrouge Cedex,
France
| $5.32B | +$1.92B | 65 | 15.58% | Increased |
|
| 134 |
Viking Global Investors
Stamford,
Connecticut
| $5.22B | -$50.6M | 10 | 16.9% | Reduced |
|
| 135 |
Bank Julius Baer & Co
Zurich,
Switzerland
| $5.22B | +$590M | 47 | 16.11% | Increased |
|
| 136 |
Thoma Bravo
Chicago,
Illinois
| $5.2B | +$94.2M | 5 | 93.17% | Increased |
|
| 137 |
Korea Investment Corp
Seoul,
South Korea
| $5.19B | -$93.6M | 55 | 12.3% | Reduced |
|
| 138 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $5.12B | -$1.21B | 9 | 25.66% | Reduced |
|
| 139 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $4.99B | +$22.2M | 149 | 10.55% | Increased |
|
| 140 |
Tiger Global Management
New York
| $4.81B | +$365M | 12 | 18.17% | Increased |
|
| 141 |
Vontobel Holding
Zurich,
Switzerland
| $4.8B | -$225M | 64 | 16.43% | Reduced |
|
| 142 |
Two Sigma Advisers
New York
| $4.73B | -$324M | 121 | 10.95% | Reduced |
|
| 143 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $4.67B | +$1.02B | 172 | 0.7% | Increased |
|
| 144 |
SG Americas Securities
New York
| $4.63B | +$1.09B | 141 | 19.01% | Increased |
|
| 145 |
Acadian Asset Management
Boston,
Massachusetts
| $4.62B | +$270M | 116 | 13.41% | Increased |
|
| 146 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $4.61B | +$135M | 112 | 10.09% | Increased |
|
| 147 |
Baird Financial Group
Milwaukee,
Wisconsin
| $4.58B | -$26M | 60 | 8.77% | Reduced |
|
| 148 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $4.57B | -$113M | 37 | 14.4% | Reduced |
|
| 149 |
Danske Bank
Copenhagen K,
Denmark
| $4.57B | +$201M | 89 | 13.66% | Increased |
|
| 150 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| $4.51B | -$593M | 125 | 5.91% | Reduced |
|