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 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $4.76B | -$477M | 81 | 5.71% | Reduced |
|
| 127 |
ProShare Advisors
Bethesda,
Maryland
| $4.75B | -$986M | 79 | 7.04% | Reduced |
|
| 128 |
Mariner
Overland Park,
Kansas
| $4.71B | -$7.85M | 103 | 5.5% | Reduced |
|
| 129 |
Royal London Asset Management
United Kingdom
| $4.71B | -$109M | 45 | 9.87% | Reduced |
|
| 130 |
Focus Partners Wealth
Boston,
Massachusetts
| $4.7B | +$872M | 80 | 5.22% | Increased |
|
| 131 |
Corient Private Wealth
Miami,
Florida
| $4.66B | -$375M | 96 | 6.67% | Reduced |
|
| 132 |
Quantinno Capital Management
New York
| $4.66B | +$1.17B | 131 | 7.78% | Increased |
|
| 133 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $4.64B | +$363M | 132 | 6.29% | Increased |
|
| 134 |
Brookfield Corp
Toronto,
Ontario, Canada
| $4.53B | +$3.28B | 2 | 6.11% | Increased |
|
| 135 |
Danske Bank
Copenhagen K,
Denmark
| $4.53B | +$63.5M | 57 | 10.9% | Increased |
|
| 136 |
First Eagle Investment Management
New York
| $4.51B | +$1.91B | 11 | 7.64% | Increased |
|
| 137 |
Jones Financial Companies
Des Peres,
Missouri
| $4.5B | +$3.46B | 137 | 2.16% | Increased |
|
| 138 |
Daiwa Securities Group
Tokyo,
Japan
| $4.47B | +$1.99B | 57 | 12.86% | Increased |
|
| 139 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $4.47B | +$1.1B | 120 | 9.73% | Increased |
|
| 140 |
DnB Asset Management
Oslo,
Norway
| $4.47B | +$855M | 65 | 15.94% | Increased |
|
| 141 |
Nomura Asset Management
Tokyo,
Japan
| $4.44B | +$121M | 50 | 11.45% | Increased |
|
| 142 |
BAMCO Inc
New York
| $4.35B | +$25M | 35 | 13.14% | Increased |
|
| 143 |
Fayez Sarofim & Co
Houston,
Texas
| $4.35B | -$224M | 13 | 11.13% | Reduced |
|
| 144 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| $4.34B | +$57.5M | 94 | 4.83% | Increased |
|
| 145 |
Edgewood Management
Greenwich,
Connecticut
| $4.33B | -$50.8M | 8 | 27.94% | Reduced |
|
| 146 |
Credit Agricole
Montrouge Cedex,
France
| $4.3B | -$59.6M | 54 | 11.28% | Reduced |
|
| 147 |
Man Group
London,
United Kingdom
| $4.28B | +$124M | 97 | 7.76% | Increased |
|
| 148 |
Korea Investment Corp
Seoul,
South Korea
| $4.27B | -$259M | 43 | 8.84% | Reduced |
|
| 149 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $4.24B | -$1.55B | 60 | 7.42% | Reduced |
|
| 150 |
Polen Capital Management
Boca Raton,
Florida
| $4.19B | -$1.46B | 12 | 28.97% | Reduced |
|