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 |
Danske Bank
Copenhagen K,
Denmark
| $6.14B | +$574M | 85 | 15.24% | Increased |
|
| 127 |
KBC Group
Brussels,
Belgium
| $6.11B | +$390M | 101 | 16.49% | Increased |
|
| 128 |
Two Sigma Advisers
New York
| $6.1B | -$174M | 111 | 12.49% | Reduced |
|
| 129 |
BNP Paribas Asset Management
Paris,
France
| $6.07B | -$169M | 114 | 14.82% | Reduced |
|
| 130 |
Citadel Advisors
Miami,
Florida
| $6.06B | -$1.05B | 163 | 1.05% | Reduced |
|
| 131 |
William Blair & Company
Chicago,
Illinois
| $6.03B | -$30M | 81 | 16.76% | Reduced |
|
| 132 |
Axa
Paris,
France
| $5.92B | +$163M | 80 | 17.01% | Increased |
|
| 133 |
Korea Investment Corp
Seoul,
South Korea
| $5.92B | -$65.6M | 51 | 13.17% | Reduced |
|
| 134 |
Dodge & Cox
San Francisco,
California
| $5.89B | -$102M | 7 | 3.31% | Reduced |
|
| 135 |
Tiger Global Management
New York
| $5.81B | -$373M | 8 | 17.06% | Reduced |
|
| 136 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $5.54B | -$85.7M | 64 | 13.23% | Reduced |
|
| 137 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $5.51B | +$312M | 24 | 16.59% | Increased |
|
| 138 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $5.46B | +$434M | 114 | 10.27% | Increased |
|
| 139 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $5.38B | +$474M | 133 | 13.15% | Increased |
|
| 140 |
Mariner
Overland Park,
Kansas
| $5.38B | +$454M | 107 | 7.76% | Increased |
|
| 141 |
Man Group
London,
United Kingdom
| $5.37B | +$1.72B | 114 | 10.22% | Increased |
|
| 142 |
Nomura Asset Management
Tokyo,
Japan
| $5.27B | -$36.5M | 58 | 14.46% | Reduced |
|
| 143 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $5.24B | -$459M | 138 | 10.13% | Reduced |
|
| 144 |
Investor AB
Stockholm,
Sweden
| $5.2B | -$640K | 3 | 99.57% | Reduced |
|
| 145 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $5.19B | +$21.4M | 45 | 11.09% | Increased |
|
| 146 |
Allspring Global Investments
Charlotte,
North Carolina
| $5.19B | -$241M | 76 | 8.68% | Reduced |
|
| 147 |
Eagle Capital Management (New York)
New York
| $5.12B | +$68.8M | 7 | 16.86% | Increased |
|
| 148 |
First Manhattan
New York
| $5.08B | +$201M | 29 | 14.34% | Increased |
|
| 149 |
Bank Julius Baer & Co
Zurich,
Switzerland
| $5.04B | -$416M | 49 | 14.98% | Reduced |
|
| 150 |
Renaissance Technologies
New York
| $5.02B | -$450M | 133 | 6.68% | Reduced |
|