← 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
Dodge & Cox
Dodge & Cox
California
$4.51B +$571M 7 2.62% Increased
152
Investor AB
Investor AB
Sweden
$4.5B +$770K 2 99.58% Increased
153
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.5B -$632M 44 9.36% Reduced
154
Generation Investment Management
Generation Investment Management
United Kingdom
$4.49B -$506M 8 23.42% Reduced
155
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.46B -$21.6M 94 8.65% Reduced
156
Iconiq Capital
Iconiq Capital
California
$4.46B +$833M 32 69.41% Increased
157
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.44B -$132M 57 10.43% Reduced
158
Nomura Asset Management
Nomura Asset Management
Japan
$4.43B +$47.1M 57 13.32% Increased
159
First Manhattan
First Manhattan
New York
$4.42B -$57.5M 30 12.95% Reduced
160
Storebrand Asset Management
Storebrand Asset Management
Norway
$4.36B +$13.6M 55 13.27% Increased
161
HighTower Advisors
HighTower Advisors
Illinois
$4.36B +$2.26B 115 5.96% Increased
162
Harris Associates
Harris Associates
Illinois
$4.35B -$1.43B 10 5.72% Reduced
163
US Bancorp
US Bancorp
Minnesota
$4.31B +$51.3M 151 5.64% Increased
164
Fundsmith LLP
Fundsmith LLP
United Kingdom
$4.26B -$469M 4 18.15% Reduced
165
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.25B +$346M 109 16.23% Increased
166
Chevy Chase Trust
Chevy Chase Trust
Maryland
$4.22B -$34.8M 35 12.86% Reduced
167
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.18B -$202M 125 10.67% Reduced
168
Mariner
Mariner
Kansas
$4.14B -$41.4M 114 6.96% Reduced
169
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$4.14B +$204M 142 11.78% Increased
170
Aristotle Capital Management
Aristotle Capital Management
California
$4.11B -$73.8M 6 7.91% Reduced
171
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.96B +$389M 5 14.44% Increased
172
WCM Investment Management
WCM Investment Management
California
$3.88B +$151M 22 9.12% Increased
173
Fred Alger Management
Fred Alger Management
New York
$3.81B -$226M 46 18.17% Reduced
174
Truist Financial
Truist Financial
North Carolina
$3.79B -$40.7M 77 5.92% Reduced
175
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.74B +$12.7M 12 14.86% Increased