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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
$6.09B -$3.11B 82 9.59% Reduced
127
Korea Investment Corp
Korea Investment Corp
South Korea
$6.02B -$146M 49 12.39% Reduced
128
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$5.94B +$531M 140 9.5% Increased
129
William Blair & Company
William Blair & Company
Illinois
$5.94B -$48.7M 81 15.8% Reduced
130
Federated Hermes
Federated Hermes
Pennsylvania
$5.86B +$466M 118 10.35% Increased
131
Mariner
Mariner
Kansas
$5.83B +$162M 103 7.53% Increased
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.79B -$179M 21 16.34% Reduced
133
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.76B +$1.5B 135 11.27% Increased
134
Renaissance Technologies
Renaissance Technologies
New York
$5.71B +$944M 120 7.53% Increased
135
Man Group
Man Group
United Kingdom
$5.7B +$366M 99 9.92% Increased
136
Nomura Asset Management
Nomura Asset Management
Japan
$5.64B +$32.1M 59 14.73% Increased
137
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.62B +$302M 42 10.12% Increased
138
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.58B +$450M 7 17.77% Increased
139
Danske Bank
Danske Bank
Denmark
$5.58B -$794M 83 13.88% Reduced
140
First Manhattan
First Manhattan
New York
$5.43B +$33.2M 28 14.35% Increased
141
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.39B +$1.21B 149 0.62% Increased
142
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$5.37B -$203M 129 12.33% Reduced
143
Allspring Global Investments
Allspring Global Investments
North Carolina
$5.33B -$61.9M 78 8.55% Reduced
144
Vontobel Holding
Vontobel Holding
Switzerland
$5.29B +$427M 60 15.98% Increased
145
Artisan Partners
Artisan Partners
Wisconsin
$5.28B -$1.18B 29 7.5% Reduced
146
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$5.28B -$8.63M 48 14.88% Reduced
147
Generation Investment Management
Generation Investment Management
United Kingdom
$5.18B +$199M 8 34.35% Increased
148
Storebrand Asset Management
Storebrand Asset Management
Norway
$5.18B +$70.9M 53 13.72% Increased
149
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.16B -$1.49B 44 4.07% Reduced
150
Investor AB
Investor AB
Sweden
$5.15B -$44.7K 4 99.59% Reduced