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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
Federated Hermes
Federated Hermes
Pennsylvania
$5.98B +$530M 114 10% Increased
127
Mariner
Mariner
Kansas
$5.93B +$401M 95 7.06% Increased
128
BAMCO Inc
BAMCO Inc
New York
$5.93B +$375M 38 16.06% Increased
129
Edgewood Management
Edgewood Management
Connecticut
$5.76B -$1.27B 8 27.41% Reduced
130
Korea Investment Corp
Korea Investment Corp
South Korea
$5.7B -$14.7M 49 11.21% Reduced
131
Danske Bank
Danske Bank
Denmark
$5.69B +$413M 79 13.23% Increased
132
Investor AB
Investor AB
Sweden
$5.65B -$1.3M 2 99.6% Reduced
133
Sands Capital Management
Sands Capital Management
Virginia
$5.57B -$1.38B 15 16.95% Reduced
134
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.55B -$1.19B 95 5.64% Reduced
135
William Blair Investment Management
William Blair Investment Management
Illinois
$5.52B -$224M 30 15.41% Reduced
136
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$5.51B -$186M 136 8.25% Reduced
137
Credit Agricole
Credit Agricole
France
$5.51B +$887M 55 12.5% Increased
138
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.46B +$1.16B 78 6.11% Increased
139
Man Group
Man Group
United Kingdom
$5.43B +$67M 97 9.23% Increased
140
Nomura Asset Management
Nomura Asset Management
Japan
$5.37B -$93.4M 57 13.59% Reduced
141
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.34B +$2.69B 102 7.24% Increased
142
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.31B +$229M 7 16.53% Increased
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.29B -$137M 36 8.97% Reduced
144
William Blair & Company
William Blair & Company
Illinois
$5.26B -$244M 76 14.12% Reduced
145
DnB Asset Management
DnB Asset Management
Norway
$5.18B +$451M 50 18.07% Increased
146
Tiger Global Management
Tiger Global Management
New York
$5.18B -$612M 9 17.42% Reduced
147
Jane Street
Jane Street
New York
$5.13B +$1.48B 144 0.78% Increased
148
First Manhattan
First Manhattan
New York
$5.13B +$102M 28 13.46% Increased
149
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.12B -$24M 154 0.59% Reduced
150
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.98B -$608M 23 12.72% Reduced