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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	Guggenheim Capital Chicago, Illinois	$1.15B	+$30.6M	59	3.56%	Increased
152	Manning & Napier Advisors Fairport, New York	$1.14B	+$297M	14	7.03%	Increased
153	Panagora Asset Management Boston, Massachusetts	$1.13B	+$43.8M	59	5.41%	Increased
154	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.13B	+$200M	29	7.05%	Increased
155	Select Equity Group New York	$1.13B	+$255M	9	9.73%	Increased
156	TCW Group Los Angeles, California	$1.12B	+$24.1M	23	8.53%	Increased
157	Two Sigma Advisers New York	$1.1B	+$371M	64	4.7%	Increased
158	Chevy Chase Trust Bethesda, Maryland	$1.09B	-$9.78M	21	5.95%	Reduced
159	Sachem Head Capital Management New York	$1.08B	-$304M	2	53.17%	Reduced
160	Soroban Capital Partners New York	$1.08B	-$97.2M	2	6.53%	Reduced
161	Veritas Asset Management London, United Kingdom	$1.06B	-$114M	2	12.02%	Reduced
162	Elliott Management New York	$1.04B	-$22.2M	2	8.46%	Reduced
163	William Blair & Company Chicago, Illinois	$1.03B	+$58.5M	51	9.14%	Increased
164	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.03B	+$227M	36	3.77%	Increased
165	BRC Blue Ridge Capital New York	$1.02B	-$38.4M	3	12.15%	Reduced
166	Korea Investment Corp Seoul, South Korea	$1.02B	+$78.9M	21	5.45%	Increased
167	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.01B	+$29.4M	54	4.61%	Increased
168	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1B	-$1.89M	21	4.31%	Reduced
169	WBC Westpac Banking Corp Sydney, Australia	$978M	+$167M	34	10.56%	Increased
170	Two Sigma Investments New York	$959M	+$319M	61	3.48%	Increased
171	SEI Investments Oaks, Pennsylvania	$951M	+$155M	72	4.83%	Increased
172	State of Tennessee, Department of Treasury Nashville, Tennessee	$924M	+$67.7M	46	4.46%	Increased
173	Retirement Systems of Alabama Montgomery, Alabama	$920M	-$8.53M	34	5.36%	Reduced
174	Citigroup New York	$916M	+$292M	94	0.86%	Increased
175	Fundsmith LLP London, United Kingdom	$914M	+$110M	3	12.5%	Increased