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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
Swedbank
Swedbank
Sweden
$922M -$85.7M 5 6.78% Reduced
152
Federated Hermes
Federated Hermes
Pennsylvania
$910M -$59.6M 59 2.73% Reduced
153
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$906M -$36.2M 54 5.22% Reduced
154
abrdn Investment Management
abrdn Investment Management
United Kingdom
$905M +$130M 4 3.83% Increased
155
FTCM
Fir Tree Capital Management
New York
$901M +$129M 4 14.35% Increased
156
Westfield Capital Management
Westfield Capital Management
Massachusetts
$893M +$68.6M 14 5.45% Increased
157
Carmignac Gestion
Carmignac Gestion
France
$882M +$18.6M 2 7.87% Increased
158
Chevy Chase Trust
Chevy Chase Trust
Maryland
$864M +$15.7M 20 5.17% Increased
159
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$853M +$39.5M 25 3.49% Increased
160
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$815M -$33.9M 32 4.43% Reduced
161
Parnassus Investments
Parnassus Investments
California
$810M +$74.1M 8 5.79% Increased
162
First Manhattan
First Manhattan
New York
$806M +$19.9M 33 4.76% Increased
163
Comerica Bank
Comerica Bank
Texas
$798M +$396M 52 3.43% Increased
164
Nomura Holdings
Nomura Holdings
Japan
$786M +$307M 33 2.21% Increased
165
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$785M -$14.4M 3 4.08% Reduced
166
Orbis Holdings
Orbis Holdings
Bermuda
$784M +$111M 4 5.96% Increased
167
Panagora Asset Management
Panagora Asset Management
Massachusetts
$776M +$11M 54 3.89% Increased
168
Sachem Head Capital Management
Sachem Head Capital Management
New York
$774M +$88M 2 51.96% Increased
169
Eagle Asset Management
Eagle Asset Management
Florida
$767M +$33.3M 30 4.3% Increased
170
Bessemer Group
Bessemer Group
New Jersey
$756M -$26.9M 41 3.95% Reduced
171
Sanders Capital
Sanders Capital
Florida
$746M -$815K 2 7.03% Reduced
172
Victory Capital Management
Victory Capital Management
Texas
$738M -$107M 43 2.73% Reduced
173
PGGM Investments
PGGM Investments
Netherlands
$737M +$17.1M 12 3.83% Increased
174
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$735M -$48.4M 73 0.31% Reduced
175
Longview Partners
Longview Partners
Guernsey
$718M -$26.1M 1 4.72% Reduced
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