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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	Funds holding	Growth	Growth %	Fund value
1	1 Microsoft MSFT $3.96T	6,251	+14	+0.2%	$2.05T
2	2 Broadcom AVGO $1.65T	4,860	+151	+3%	$1.4T
3	3 IBM IBM $215B	3,644	+149	+4%	$172B
4	4 Oracle ORCL $396B	3,538	+30	+0.9%	$189B
5	5 Salesforce CRM $194B	2,495	-201	-7%	$109B
6	6 Automatic Data Processing ADP $111B	2,294	+11	+0.5%	$79.3B
7	7 ServiceNow NOW $145B	2,244	+32	+1%	$83.7B
8	8 Adobe ADBE $93.7B	2,006	-196	-9%	$68.2B
9	9 Intuit INTU $83B	1,753	-268	-13%	$63.6B
10	10 Intercontinental Exchange ICE $87.1B	1,667	-65	-4%	$64.3B
11	11 Paychex PAYX $38.6B	1,535	+21	+1%	$29.1B
12	12 Cadence Design Systems CDNS $90.7B	1,509	+99	+7%	$90.6B
13	13 Snowflake SNOW $118B	1,465	+178	+14%	$70.1B
14	14 Synopsys SNPS $92B	1,450	+48	+3%	$78.8B
15	15 Datadog DDOG $96.7B	1,283	+225	+21%	$78.8B
16	16 Autodesk ADSK $48.3B	1,199	-124	-9%	$39.5B
17	17 Axon Enterprise AXON $33.2B	1,129	+74	+7%	$40.4B
18	18 Nasdaq NDAQ $51.4B	1,089	-10	-0.9%	$37.2B
19	19 Roper Technologies ROP $36.9B	1,083	-66	-6%	$34.6B
20	20 Veeva Systems VEEV $48.1B	1,066	+44	+4%	$25.7B
21	21 Broadridge BR $19B	1,021	-42	-4%	$14.9B
22	22 Verisk Analytics VRSK $23.5B	958	-1	-0.1%	$23.1B
23	23 Workday WDAY $45.5B	917	-24	-3%	$25.5B
24	24 MongoDB MDB $28.7B	874	+57	+7%	$25B
25	25 Zoom ZM $27.6B	873	+53	+6%	$17.5B