← All themes

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
National Pension Service
National Pension Service
South Korea
$1.58B +$193M 25 7.17% Increased
152
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.58B -$261M 66 6.26% Reduced
153
DZ Bank
DZ Bank
Germany
$1.57B +$34.3M 31 5.8% Increased
154
Korea Investment Corp
Korea Investment Corp
South Korea
$1.52B -$11.6M 31 6.9% Reduced
155
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.47B +$253M 23 9.46% Increased
156
Harding Loevner
Harding Loevner
New Jersey
$1.47B -$153M 9 8.28% Reduced
157
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$1.47B +$199M 24 10.48% Increased
158
First Pacific Advisors
First Pacific Advisors
California
$1.46B -$89.5M 5 10.49% Reduced
159
Elliott Management
Elliott Management
New York
$1.45B -$78.2M 6 7.21% Reduced
160
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.45B +$4.89M 5 5.48% Increased
161
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.45B +$81.1M 65 7.33% Increased
162
Man Group
Man Group
United Kingdom
$1.44B +$173M 77 5.92% Increased
163
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.42B +$1.66M 27 5.36% Increased
164
TimesSquare Capital Management
TimesSquare Capital Management
New York
$1.42B -$92.7M 21 9.49% Reduced
165
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.41B -$43.8M 20 10.5% Reduced
166
Generation Investment Management
Generation Investment Management
United Kingdom
$1.39B +$84.5M 3 12.29% Increased
167
Parnassus Investments
Parnassus Investments
California
$1.38B +$153M 7 5.51% Increased
168
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.38B +$257M 54 5.96% Increased
169
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.37B +$24.7M 5 16.24% Increased
170
TCI Fund Management
TCI Fund Management
United Kingdom
$1.36B $0 1 6.4% Maintained
171
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.36B +$99.3M 44 6.2% Increased
172
Aperio Group
Aperio Group
California
$1.35B +$25.9M 69 6.45% Increased
173
VVP
Vulcan Value Partners
Alabama
$1.33B +$270M 2 10.27% Increased
174
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.32B +$152M 47 2.68% Increased
175
CIP
Champlain Investment Partners
Vermont
$1.3B +$51.8M 13 12.63% Increased