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 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $3.97B | -$1.84B | 60 | 8.91% | Reduced |
|
| 152 |
Two Sigma Investments
New York
| $3.9B | +$1.37B | 126 | 8.33% | Increased |
|
| 153 |
Acadian Asset Management
Boston,
Massachusetts
| $3.86B | -$284M | 113 | 10.9% | Reduced |
|
| 154 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $3.85B | +$772M | 26 | 12.15% | Increased |
|
| 155 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $3.84B | -$106M | 53 | 9.99% | Reduced |
|
| 156 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $3.82B | -$323M | 43 | 13.79% | Reduced |
|
| 157 |
US Bancorp
Minneapolis,
Minnesota
| $3.82B | -$22.1M | 145 | 5.1% | Reduced |
|
| 158 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $3.8B | -$149M | 90 | 8.36% | Reduced |
|
| 159 |
Harris Associates
Chicago,
Illinois
| $3.78B | -$785M | 10 | 6.36% | Reduced |
|
| 160 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $3.78B | +$184M | 136 | 10.84% | Increased |
|
| 161 |
Storebrand Asset Management
Lysaker,
Norway
| $3.76B | -$106M | 54 | 12.22% | Reduced |
|
| 162 |
HighTower Advisors
Chicago,
Illinois
| $3.74B | -$152M | 105 | 5.08% | Reduced |
|
| 163 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $3.72B | +$65.3M | 119 | 9.61% | Increased |
|
| 164 |
Credit Agricole
Montrouge Cedex,
France
| $3.71B | -$971M | 63 | 11.66% | Reduced |
|
| 165 |
Fundsmith LLP
London,
United Kingdom
| $3.7B | -$381M | 5 | 16.82% | Reduced |
|
| 166 |
Chevy Chase Trust
Bethesda,
Maryland
| $3.68B | -$41M | 34 | 11.76% | Reduced |
|
| 167 |
First Manhattan
New York
| $3.66B | -$145M | 28 | 10.69% | Reduced |
|
| 168 |
Mariner
Overland Park,
Kansas
| $3.65B | +$97.9M | 109 | 6.08% | Increased |
|
| 169 |
Handelsbanken Fonder
Stockholm,
Sweden
| $3.61B | -$137M | 105 | 14.88% | Reduced |
|
| 170 |
SG Americas Securities
New York
| $3.56B | +$14.3M | 147 | 11.69% | Increased |
|
| 171 |
Aristotle Capital Management
Los Angeles,
California
| $3.56B | -$130M | 6 | 7.08% | Reduced |
|
| 172 |
Flossbach Von Storch
Cologne,
Germany
| $3.54B | -$97M | 13 | 15.34% | Reduced |
|
| 173 |
Coatue Management
New York
| $3.53B | -$1.45B | 10 | 15.58% | Reduced |
|
| 174 |
DnB Asset Management
Oslo,
Norway
| $3.42B | +$548M | 48 | 15.75% | Increased |
|
| 175 |
Jane Street
New York
| $3.35B | +$1.47B | 141 | 0.84% | Increased |
|