← 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
201
Jensen Investment Management
Jensen Investment Management
Oregon
$2.04B +$89.9M 11 16.87% Increased
202
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.03B -$280M 39 7.19% Reduced
203
Temasek Holdings
Temasek Holdings
Singapore
$2.01B -$45.9M 11 10.99% Reduced
204
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2B -$219M 73 10.25% Reduced
205
Skye Global Management
Skye Global Management
Florida
$2B +$57.1M 10 43.27% Increased
206
Aviva
Aviva
United Kingdom
$1.99B +$239M 63 10.59% Increased
207
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.99B +$67.8M 58 11.26% Increased
208
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.94B +$275M 4 18.27% Increased
209
INTECH Investment Management
INTECH Investment Management
Florida
$1.93B +$2.04B 53 11.09% New
210
First Manhattan
First Manhattan
New York
$1.92B +$4.33M 63 7.73% Increased
211
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.91B -$6.87M 44 23.53% Reduced
212
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.91B +$6.25M 42 8.21% Increased
213
PEP
Providence Equity Partners
Rhode Island
$1.91B -$24.4M 3 72.44% Reduced
214
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.89B -$353M 48 13.3% Reduced
215
Nomura Asset Management
Nomura Asset Management
Japan
$1.85B +$86.2M 60 11.56% Increased
216
Harding Loevner
Harding Loevner
New Jersey
$1.85B -$54.2M 17 11.42% Reduced
217
Asset Management One
Asset Management One
Japan
$1.82B -$47.6M 72 8.53% Reduced
218
AustralianSuper
AustralianSuper
Australia
$1.8B -$55M 11 11.08% Reduced
219
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.76B +$123M 21 9.54% Increased
220
Eagle Asset Management
Eagle Asset Management
Florida
$1.75B -$381M 43 10.99% Reduced
221
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.74B -$99M 86 8.12% Reduced
222
LSV Asset Management
LSV Asset Management
Illinois
$1.74B -$222M 20 3.76% Reduced
223
VVP
Vulcan Value Partners
Alabama
$1.73B -$339M 5 16.93% Reduced
224
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.72B +$75M 83 10.86% Increased
225
CCM
Cantillon Capital Management
New York
$1.71B +$203M 6 14.31% Increased