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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
201
Polen Capital Management
Polen Capital Management
Florida
$2.87B -$1.49B 13 24.69% Reduced
202
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.82B +$102M 47 8.48% Increased
203
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.76B +$63.4M 54 8.48% Increased
204
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.72B -$458M 60 7.02% Reduced
205
SEB Asset Management
SEB Asset Management
$2.64B -$75.7M 46 9.95% Reduced
206
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.6B -$198M 95 8.99% Reduced
207
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.6B +$135M 93 2.37% Increased
208
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.59B +$406M 74 4.9% Increased
209
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.56B -$234M 99 7.52% Reduced
210
Candriam SCA
Candriam SCA
Luxembourg
$2.55B +$62M 40 11.47% Increased
211
Swiss Life Asset Management
Swiss Life Asset Management
$2.54B +$175M 80 10.5% Increased
212
Generation Investment Management
Generation Investment Management
United Kingdom
$2.53B -$799M 7 24.59% Reduced
213
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.46B +$230M 31 9.07% Increased
214
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.43B +$330M 48 10.76% Increased
215
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.41B -$293M 32 9.89% Reduced
216
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$2.41B +$33.1M 34 11.97% Increased
217
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.41B -$173M 59 5.28% Reduced
218
Rathbones Group
Rathbones Group
United Kingdom
$2.38B -$144M 23 8.77% Reduced
219
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$2.37B -$495M 44 8.13% Reduced
220
Osaic Holdings
Osaic Holdings
Arizona
$2.36B +$205M 157 2.77% Increased
221
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$2.36B +$78.4M 41 10.55% Increased
222
Viking Global Investors
Viking Global Investors
Connecticut
$2.35B -$629M 4 6.69% Reduced
223
Edgewood Management
Edgewood Management
Connecticut
$2.33B -$2.48B 8 24.06% Reduced
224
Nykredit A/S
Nykredit A/S
Denmark
$2.33B +$2.46B 95 8.86% New
225
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.32B +$42.9M 9 9.07% Increased