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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
Corient Private Wealth
Corient Private Wealth
Florida
$4.97B -$250M 79 8.11% Reduced
127
Sanders Capital
Sanders Capital
Florida
$4.96B -$40.7M 1 7.42% Reduced
128
Renaissance Technologies
Renaissance Technologies
New York
$4.95B +$181M 117 7.49% Increased
129
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.91B -$220M 71 11.32% Reduced
130
Tiger Global Management
Tiger Global Management
New York
$4.87B +$684M 9 18.31% Increased
131
Korea Investment Corp
Korea Investment Corp
South Korea
$4.61B +$86.2M 52 11.18% Increased
132
Axa
Axa
France
$4.59B -$142M 78 15.08% Reduced
133
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$4.53B +$235M 145 9.66% Increased
134
Generation Investment Management
Generation Investment Management
United Kingdom
$4.53B +$310M 9 27.34% Increased
135
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.5B -$578M 85 7.8% Reduced
136
KBC Group
KBC Group
Belgium
$4.48B -$328M 104 13.9% Reduced
137
Investor AB
Investor AB
Sweden
$4.42B +$1.29M 4 99.57% Increased
138
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.41B -$595M 43 4.01% Reduced
139
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$4.39B -$140M 9 24.49% Reduced
140
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.34B +$45.8M 47 14.12% Increased
141
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.28B +$550M 7 15.62% Increased
142
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.28B +$1.75B 51 10.56% Increased
143
Danske Bank
Danske Bank
Denmark
$4.25B +$268M 84 12.97% Increased
144
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.2B +$206M 44 8.81% Increased
145
Federated Hermes
Federated Hermes
Pennsylvania
$4.13B +$54.8M 121 8.92% Increased
146
Vontobel Holding
Vontobel Holding
Switzerland
$4.1B -$266M 61 14.96% Reduced
147
Squarepoint
Squarepoint
New York
$4.05B +$1.14B 121 4.92% Increased
148
Baird Financial Group
Baird Financial Group
Wisconsin
$4.02B -$105M 59 7.74% Reduced
149
Iconiq Capital
Iconiq Capital
California
$4.01B -$147M 33 71.13% Reduced
150
Nomura Asset Management
Nomura Asset Management
Japan
$3.99B +$240M 58 12.2% Increased