← 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
176
SCGE Management
SCGE Management
California
$3.05B +$147M 15 28.58% Increased
177
Royal London Asset Management
Royal London Asset Management
United Kingdom
$3.04B -$24.4M 48 12.42% Reduced
178
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$3.04B +$465M 79 7.86% Increased
179
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.03B -$114M 30 10.31% Reduced
180
D1 Capital Partners
D1 Capital Partners
New York
$3.02B +$146M 8 19.72% Increased
181
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$3B +$113M 26 13.03% Increased
182
US Bancorp
US Bancorp
Minnesota
$2.98B +$18.5M 143 5.58% Increased
183
GGHC
Gilder Gagnon Howe & Co
New York
$2.98B +$276M 43 14.61% Increased
184
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.95B +$73.2M 91 10.41% Increased
185
Harris Associates
Harris Associates
Illinois
$2.95B +$240M 9 4.69% Increased
186
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.94B -$43.5M 98 12.78% Reduced
187
Durable Capital Partners
Durable Capital Partners
Maryland
$2.92B +$324M 12 21.57% Increased
188
Riverbridge Partners
Riverbridge Partners
Minnesota
$2.91B +$264M 25 29.57% Increased
189
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.88B -$15.8M 4 8.22% Reduced
190
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$2.85B -$76M 17 11.16% Reduced
191
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.81B +$69.6M 42 13.72% Increased
192
Harding Loevner
Harding Loevner
New Jersey
$2.72B -$36.7M 15 10.24% Reduced
193
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.69B +$5.08M 93 8.81% Increased
194
STRS Ohio
STRS Ohio
Ohio
$2.68B -$90.4M 103 9.64% Reduced
195
Sanders Capital
Sanders Capital
Florida
$2.57B +$113M 1 5.83% Increased
196
Skye Global Management
Skye Global Management
Florida
$2.54B +$109M 19 45.9% Increased
197
Vontobel Asset Management
Vontobel Asset Management
New York
$2.52B +$245M 4 12.95% Increased
198
GQG Partners
GQG Partners
Florida
$2.52B -$341M 3 7.4% Reduced
199
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.51B -$24.4M 44 8.96% Reduced
200
Melvin Capital Management
Melvin Capital Management
New York
$2.48B +$342M 12 14.25% Increased