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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
Findlay Park Partners
Findlay Park Partners
United Kingdom
$3.47B +$120M 8 23.62% Increased
152
Investor AB
Investor AB
Sweden
$3.41B $0 1 99.85% Maintained
153
Dragoneer Investment Group
Dragoneer Investment Group
California
$3.38B +$646M 17 43.55% Increased
154
Coatue Management
Coatue Management
New York
$3.36B +$671M 10 13.02% Increased
155
VVP
Vulcan Value Partners
Alabama
$3.36B -$43.5M 5 18.22% Reduced
156
ACM
Atlanta Capital Management
Georgia
$3.35B -$6.15M 18 11.57% Reduced
157
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.33B +$197M 69 3.98% Increased
158
OCBV
Ownership Capital B.V.
Netherlands
$3.32B -$11.1M 9 38.63% Reduced
159
Eagle Asset Management
Eagle Asset Management
Florida
$3.32B +$72.2M 49 14.24% Increased
160
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$3.29B +$146M 16 11.03% Increased
161
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.26B +$74M 13 15.25% Increased
162
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$3.23B +$280M 28 14.22% Increased
163
LGP
Leonard Green & Partners
California
$3.21B +$2.96M 2 25.64% Increased
164
Baird Financial Group
Baird Financial Group
Wisconsin
$3.21B -$2.68M 63 8.35% Reduced
165
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.21B -$992M 54 5.92% Reduced
166
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$3.21B +$122M 61 17.06% Increased
167
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.19B +$282M 124 4.22% Increased
168
KBC Group
KBC Group
Belgium
$3.17B +$58.5M 64 11.43% Increased
169
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$3.17B +$70.9M 9 15.68% Increased
170
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.17B -$959M 151 0.45% Reduced
171
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$3.16B +$83.3M 3 14.52% Increased
172
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.15B +$772M 94 6.88% Increased
173
Truist Financial
Truist Financial
North Carolina
$3.13B -$80.8M 96 5.12% Reduced
174
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.09B +$1.03B 65 10.48% Increased
175
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.06B +$679M 84 8.55% Increased