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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.49B -$1.08B 108 3.51% Reduced
152
Thoma Bravo
Thoma Bravo
Illinois
$1.47B +$1.67B 1 93.46% New
153
Polar Capital
Polar Capital
United Kingdom
$1.46B +$226M 27 15.59% Increased
154
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.45B -$64.2M 71 6.75% Reduced
155
Korea Investment Corp
Korea Investment Corp
South Korea
$1.41B +$701K 33 7.66% Increased
156
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.41B +$254M 22 12.02% Increased
157
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$1.41B +$78.7M 24 12.46% Increased
158
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.39B +$61M 30 5.96% Increased
159
Aperio Group
Aperio Group
California
$1.38B +$14.7M 70 6.97% Increased
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.36B +$11.1M 63 7.94% Increased
161
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.36B -$899M 53 3.03% Reduced
162
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.34B +$190M 6 17.39% Increased
163
William Blair Investment Management
William Blair Investment Management
Illinois
$1.32B -$737M 20 6.57% Reduced
164
US Bancorp
US Bancorp
Minnesota
$1.28B +$35.1M 93 4.12% Increased
165
Epoch Investment Partners
Epoch Investment Partners
New York
$1.28B -$158M 12 5.93% Reduced
166
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.27B +$150M 39 10.73% Increased
167
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.26B -$50M 6 11.93% Reduced
168
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.25B -$12.9M 73 9.01% Reduced
169
ProShare Advisors
ProShare Advisors
Maryland
$1.25B +$189M 57 8.77% Increased
170
TCW Group
TCW Group
California
$1.25B -$40.8M 18 12.9% Reduced
171
DSM Capital Partners
DSM Capital Partners
Florida
$1.23B +$260M 5 21.2% Increased
172
AIG
American International Group
New York
$1.22B -$468M 103 5.03% Reduced
173
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.21B -$2.17M 32 5.48% Reduced
174
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.2B -$175M 5 5.29% Reduced
175
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.2B -$24.6M 10 13.12% Reduced