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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
176
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.25B -$474M 54 7.11% Reduced
177
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$4.15B -$494M 9 24.28% Reduced
178
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4.13B +$40.9M 100 15.17% Increased
179
Fred Alger Management
Fred Alger Management
New York
$4.05B +$111M 46 15.75% Increased
180
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.03B +$262M 15 15.89% Increased
181
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$3.99B -$2.06B 99 10.34% Reduced
182
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.98B -$58.4M 38 16.38% Reduced
183
Jane Street
Jane Street
New York
$3.98B +$1.14B 153 0.61% Increased
184
Two Sigma Investments
Two Sigma Investments
New York
$3.87B +$171M 123 5.77% Increased
185
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.86B +$219M 82 12.1% Increased
186
Asset Management One
Asset Management One
Japan
$3.81B +$22.8M 59 11.03% Increased
187
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$3.79B -$48.8M 8 16.93% Reduced
188
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.79B -$185M 25 15.92% Reduced
189
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.77B +$252M 71 12.74% Increased
190
Squarepoint
Squarepoint
New York
$3.77B +$529M 114 3.79% Increased
191
CCM
Cantillon Capital Management
New York
$3.73B -$208M 6 20.51% Reduced
192
Temasek Holdings
Temasek Holdings
Singapore
$3.69B +$114M 22 12.72% Increased
193
Aristotle Capital Management
Aristotle Capital Management
California
$3.67B -$284M 5 7.1% Reduced
194
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.65B -$374M 77 12.37% Reduced
195
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.64B -$89M 110 11.55% Reduced
196
Quantinno Capital Management
Quantinno Capital Management
New York
$3.51B +$988M 129 9.59% Increased
197
Creative Planning
Creative Planning
Kansas
$3.49B +$553M 126 2.67% Increased
198
Rathbones Group
Rathbones Group
United Kingdom
$3.45B +$67.2M 27 14% Increased
199
ING Group
ING Group
Netherlands
$3.4B +$76M 34 18.4% Increased
200
STRS Ohio
STRS Ohio
Ohio
$3.38B -$296M 104 12.38% Reduced
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