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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
151
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$838M -$6.57M 19 3.27% Reduced
152
Soroban Capital Partners
Soroban Capital Partners
New York
$837M -$78.5M 3 7.81% Reduced
153
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$836M -$3.87M 24 3.47% Reduced
154
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$836M -$146M 9 4.54% Reduced
155
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$829M -$12.5M 29 4.47% Reduced
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$827M +$21.9M 20 4.99% Increased
157
Bessemer Group
Bessemer Group
New Jersey
$820M +$61.9M 36 4.16% Increased
158
Victory Capital Management
Victory Capital Management
Texas
$818M +$137M 19 2.94% Increased
159
Longview Partners
Longview Partners
Guernsey
$795M +$28.5M 1 5.51% Increased
160
Westfield Capital Management
Westfield Capital Management
Massachusetts
$788M +$113M 14 4.54% Increased
161
First Manhattan
First Manhattan
New York
$775M +$74.1M 30 4.46% Increased
162
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$767M -$11.3M 3 3.98% Reduced
163
Credit Agricole
Credit Agricole
France
$762M -$112M 37 3.4% Reduced
164
SG Americas Securities
SG Americas Securities
New York
$757M +$77.4M 41 4.5% Increased
165
Parnassus Investments
Parnassus Investments
California
$750M +$99.5M 7 5.38% Increased
166
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$747M -$31.3M 70 0.34% Reduced
167
Panagora Asset Management
Panagora Asset Management
Massachusetts
$744M -$83.6M 54 3.78% Reduced
168
abrdn Investment Management
abrdn Investment Management
United Kingdom
$740M -$250M 4 3.03% Reduced
169
Polen Capital Management
Polen Capital Management
Florida
$722M +$45.1M 4 14.08% Increased
170
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$719M -$8.89M 46 3.98% Reduced
171
Millennium Management
Millennium Management
New York
$718M -$234M 61 1.34% Reduced
172
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$718M +$20.6M 4 7.95% Increased
173
PGGM Investments
PGGM Investments
Netherlands
$705M +$29.3M 11 3.35% Increased
174
Sanders Capital
Sanders Capital
Florida
$700M -$16.5M 2 6.91% Reduced
175
Ninety One (UK)
Ninety One (UK)
United Kingdom
$697M -$96.3M 8 4.07% Reduced