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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
Viking Global Investors
Viking Global Investors
Connecticut
$868M +$274M 1 3.32% Increased
152
Chevy Chase Trust
Chevy Chase Trust
Maryland
$860M +$26.7M 19 5.37% Increased
153
Pzena Investment Management
Pzena Investment Management
New York
$850M -$32.6M 2 5.41% Reduced
154
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$848M +$64.1M 25 3.73% Increased
155
Swedbank
Swedbank
Sweden
$848M -$19.3M 5 7.02% Reduced
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$848M -$22.6M 54 5.38% Reduced
157
CCM
Criterion Capital Management
California
$846M +$249M 5 28.74% Increased
158
Parnassus Investments
Parnassus Investments
California
$846M +$62.4M 8 6.23% Increased
159
Elliott Management
Elliott Management
New York
$845M +$445M 3 16.18% Increased
160
Panagora Asset Management
Panagora Asset Management
Massachusetts
$811M +$68.3M 51 4.28% Increased
161
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$794M -$5.75M 3 4.4% Reduced
162
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$788M +$14.8M 32 4.74% Increased
163
William Blair & Company
William Blair & Company
Illinois
$783M -$1.01B 46 6.78% Reduced
164
Westfield Capital Management
Westfield Capital Management
Massachusetts
$781M -$46.5M 15 5.53% Reduced
165
Polen Capital Management
Polen Capital Management
Florida
$736M +$186M 3 13.48% Increased
166
Bessemer Group
Bessemer Group
New Jersey
$733M +$29.9M 44 4.19% Increased
167
First Manhattan
First Manhattan
New York
$728M -$39.7M 31 4.68% Reduced
168
Sanders Capital
Sanders Capital
Florida
$728M +$1.37M 2 7.32% Increased
169
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$726M +$110M 20 5.97% Increased
170
EPCM
Eton Park Capital Management
New York
$713M +$232M 2 12.42% Increased
171
abrdn Investment Management
abrdn Investment Management
United Kingdom
$709M -$150M 4 3.04% Reduced
172
PGGM Investments
PGGM Investments
Netherlands
$707M +$13.1M 12 3.83% Increased
173
Eagle Asset Management
Eagle Asset Management
Florida
$705M -$33.7M 29 4.82% Reduced
174
Sachem Head Capital Management
Sachem Head Capital Management
New York
$701M +$31.9M 2 31.64% Increased
175
BRC
Blue Ridge Capital
New York
$701M +$505M 4 8.07% Increased
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