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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
1	Vanguard Group Malvern, Pennsylvania	$42.6B	+$43B	76	4.47%	New
2	State Street Boston, Massachusetts	$37.2B	+$37.8B	70	4.85%	New
3	Fidelity Investments Boston, Massachusetts	$25.2B	+$25.3B	60	4.12%	New
4	BlackRock Institutional Trust San Francisco, California	$23B	+$23.2B	77	4.65%	New
5	Bank of New York Mellon New York	$17.7B	+$17.8B	78	5.59%	New
6	Capital Research Global Investors Los Angeles, California	$16.1B	+$16B	14	6.84%	New
7	Wellington Management Group Boston, Massachusetts	$14.4B	+$14.4B	44	4.71%	New
8	T. Rowe Price Associates Baltimore, Maryland	$13.2B	+$13.1B	60	3.53%	New
9	Berkshire Hathaway Omaha, Nebraska	$13.1B	+$14B	2	14.27%	New
10	Northern Trust Chicago, Illinois	$12.6B	+$12.8B	77	4.58%	New
11	Invesco Atlanta, Georgia	$12.5B	+$12.3B	65	5.81%	New
12	BlackRock Fund Advisors San Francisco, California	$11.1B	+$11.1B	77	4.07%	New
13	JP Morgan Chase New York	$10.2B	+$10.1B	63	3.25%	New
14	Capital World Investors Los Angeles, California	$10B	+$9.86B	17	3.25%	New
15	Norges Bank Oslo, Norway	$7.63B	+$7.71B	48	4.74%	New
16	Wells Fargo San Francisco, California	$7.55B	+$7.59B	77	3.91%	New
17	Franklin Resources San Mateo, California	$6.77B	+$6.71B	33	3.87%	New
18	Bank of America Charlotte, North Carolina	$6.73B	+$6.81B	78	2.83%	New
19	TIAA CREF Investment Management New York	$6.58B	+$6.64B	66	5.36%	New
20	BNP Paribas Financial Markets Paris, France	$6.35B	+$1.65B	53	4.49%	New
21	Primecap Management Pasadena, California	$6.32B	+$6.2B	12	9.03%	New
22	BlackRock Group London, United Kingdom	$6.22B	+$6.28B	60	4.72%	New
23	Morgan Stanley New York	$5.9B	+$5.89B	71	2.98%	New
24	Massachusetts Financial Services Boston, Massachusetts	$5.69B	+$5.99B	26	3.85%	New
25	Ameriprise Minneapolis, Minnesota	$5.61B	+$5.66B	73	3.88%	New