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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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$1.67B -$94.5M 30 15.96% Reduced
202
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.65B -$140M 73 3.53% Reduced
203
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.65B +$84M 59 13.34% Increased
204
Aviva
Aviva
United Kingdom
$1.63B -$106M 54 10.16% Reduced
205
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.63B +$37.7M 65 10.28% Increased
206
LSV Asset Management
LSV Asset Management
Illinois
$1.63B +$214M 17 3.37% Increased
207
Natixis Advisors
Natixis Advisors
Massachusetts
$1.62B +$132M 49 10.78% Increased
208
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.61B +$69.6M 73 9.73% Increased
209
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.61B -$238M 51 5.56% Reduced
210
First Manhattan
First Manhattan
New York
$1.61B -$27.5M 47 9.31% Reduced
211
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.61B +$137M 46 10.88% Increased
212
Vontobel Asset Management
Vontobel Asset Management
New York
$1.6B +$130M 4 10.76% Increased
213
SCGE Management
SCGE Management
California
$1.56B -$96M 9 30.08% Reduced
214
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$1.56B +$7.46M 32 12.01% Increased
215
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.55B +$842M 37 17.88% Increased
216
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.55B -$101M 56 7.6% Reduced
217
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.54B +$23.7M 19 11.57% Increased
218
Generation Investment Management
Generation Investment Management
United Kingdom
$1.53B -$66.8M 5 8.83% Reduced
219
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.51B +$37.7M 73 4.78% Increased
220
SCH
Sylebra Capital (HK)
Hong Kong
$1.47B -$285M 9 45.76% Reduced
221
AustralianSuper
AustralianSuper
Australia
$1.47B +$132M 14 14.22% Increased
222
CCM
Cantillon Capital Management
New York
$1.47B +$14.2M 5 12.73% Increased
223
TCW Group
TCW Group
California
$1.46B -$99.3M 19 17.02% Reduced
224
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.45B -$196M 8 14.91% Reduced
225
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.43B +$206M 44 7.62% Increased