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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
STRS Ohio
STRS Ohio
Ohio
$2.89B +$36.5M 110 10.02% Increased
202
D1 Capital Partners
D1 Capital Partners
New York
$2.86B -$138M 9 17.26% Reduced
203
Carlyle Group
Carlyle Group
District of Columbia
$2.84B -$1.1B 1 29.54% Reduced
204
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$2.84B +$478M 16 14.91% Increased
205
PEP
Providence Equity Partners
Rhode Island
$2.81B -$262M 3 80.43% Reduced
206
SCGE Management
SCGE Management
California
$2.81B -$496M 13 31.88% Reduced
207
Coatue Management
Coatue Management
New York
$2.79B -$1.12B 14 12.37% Reduced
208
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.77B -$18.8M 56 25.4% Reduced
209
Generation Investment Management
Generation Investment Management
United Kingdom
$2.77B +$112M 9 11.38% Increased
210
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.76B +$365M 63 10.98% Increased
211
LGP
Leonard Green & Partners
California
$2.75B +$2.21M 2 20.66% Increased
212
HighTower Advisors
HighTower Advisors
Illinois
$2.74B +$310M 102 6% Increased
213
Nomura Asset Management
Nomura Asset Management
Japan
$2.73B +$17M 58 13.81% Increased
214
Asset Management One
Asset Management One
Japan
$2.73B +$31.9M 69 9.5% Increased
215
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.72B +$18M 89 5.08% Increased
216
Natixis Advisors
Natixis Advisors
Massachusetts
$2.69B -$250M 68 10.27% Reduced
217
Harding Loevner
Harding Loevner
New Jersey
$2.67B -$451M 18 10.23% Reduced
218
Storebrand Asset Management
Storebrand Asset Management
Norway
$2.6B +$98.1M 58 11.55% Increased
219
VanEck Associates
VanEck Associates
New York
$2.58B +$143M 45 5.97% Increased
220
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.55B -$9M 38 8.88% Reduced
221
First Manhattan
First Manhattan
New York
$2.54B +$8.41M 66 8.38% Increased
222
Jensen Investment Management
Jensen Investment Management
Oregon
$2.53B -$175M 9 17.8% Reduced
223
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$2.52B +$2.35B 13 80.91% Increased
224
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.51B +$61.6M 77 8.66% Increased
225
JSP
Jackson Square Partners
California
$2.46B -$1.51B 12 20.7% Reduced
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