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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
$4.15B +$3.61M 11 17.69% Increased
152
Storebrand Asset Management
Storebrand Asset Management
Norway
$4.14B +$69.7M 56 13.03% Increased
153
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.13B -$186M 89 7.85% Reduced
154
Danske Bank
Danske Bank
Denmark
$4.13B +$265M 95 13.76% Increased
155
Chevy Chase Trust
Chevy Chase Trust
Maryland
$4.07B -$47.4M 34 12.48% Reduced
156
Federated Hermes
Federated Hermes
Pennsylvania
$4.07B +$1.83M 117 8.93% Increased
157
Nomura Asset Management
Nomura Asset Management
Japan
$4.03B +$101M 55 12.43% Increased
158
Dodge & Cox
Dodge & Cox
California
$4.02B -$136M 6 2.27% Reduced
159
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.01B +$6.76M 136 12.47% Increased
160
HighTower Advisors
HighTower Advisors
Illinois
$3.97B -$2.08B 107 2.74% Reduced
161
Durable Capital Partners
Durable Capital Partners
Maryland
$3.85B -$280M 11 28.15% Reduced
162
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.81B -$46.8M 13 14.96% Reduced
163
Fred Alger Management
Fred Alger Management
New York
$3.79B -$404M 55 18.37% Reduced
164
Mariner
Mariner
Kansas
$3.77B +$320M 114 6.69% Increased
165
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.76B -$103M 80 5.01% Reduced
166
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.73B +$105M 26 16.84% Increased
167
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.7B +$73.2M 142 11.01% Increased
168
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$3.69B +$38.6M 106 14.59% Increased
169
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$3.69B +$3.2B 1 49.36% New
170
Holocene Advisors
Holocene Advisors
New York
$3.67B +$1.29B 58 14.82% Increased
171
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.67B +$222M 18 11.49% Increased
172
Truist Financial
Truist Financial
North Carolina
$3.65B -$649M 77 5.71% Reduced
173
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.46B +$151M 5 12.87% Increased
174
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.46B -$142M 63 15.96% Reduced
175
First Eagle Investment Management
First Eagle Investment Management
New York
$3.45B -$22.8M 9 7.09% Reduced