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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
Tiger Global Management
Tiger Global Management
New York
$4.2B +$66.3M 12 22.94% Increased
152
Fred Alger Management
Fred Alger Management
New York
$4.13B -$127M 62 20.47% Reduced
153
Dodge & Cox
Dodge & Cox
California
$4.11B -$605M 6 2.38% Reduced
154
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.07B -$979M 66 8.21% Reduced
155
Truist Financial
Truist Financial
North Carolina
$4.06B -$37.7M 79 6.15% Reduced
156
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.03B -$80.8M 39 9.7% Reduced
157
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.01B -$103M 64 6.29% Reduced
158
Chevy Chase Trust
Chevy Chase Trust
Maryland
$4B -$20.7M 33 13.08% Reduced
159
Federated Hermes
Federated Hermes
Pennsylvania
$3.99B +$120M 111 9.19% Increased
160
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.98B +$47.3M 108 13.88% Increased
161
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.98B +$43.1M 118 10.51% Increased
162
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.98B -$56.3M 91 8% Reduced
163
US Bancorp
US Bancorp
Minnesota
$3.97B -$25M 149 5.53% Reduced
164
Aviva
Aviva
United Kingdom
$3.88B -$73.7M 54 12.78% Reduced
165
Storebrand Asset Management
Storebrand Asset Management
Norway
$3.88B -$374M 57 13.22% Reduced
166
Viking Global Investors
Viking Global Investors
Connecticut
$3.85B +$1.41B 7 14.34% Increased
167
HighTower Advisors
HighTower Advisors
Illinois
$3.77B -$268M 107 6.11% Reduced
168
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.76B -$159M 12 16.35% Reduced
169
Investor AB
Investor AB
Sweden
$3.67B $0 1 99.85% Maintained
170
Jane Street
Jane Street
New York
$3.67B -$3.51B 170 0.77% Reduced
171
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$3.61B +$207M 107 15.55% Increased
172
Man Group
Man Group
United Kingdom
$3.58B -$390M 117 9.03% Reduced
173
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.57B -$24.5M 77 5.3% Reduced
174
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.56B +$7.16M 91 10.77% Increased
175
Two Sigma Advisers
Two Sigma Advisers
New York
$3.56B -$1.03B 124 8.24% Reduced