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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
26	26 Fair Isaac FICO $15.5B	848	-8	-0.9%	$25.8B
27	27 SAP SAP $254B	817	-28	-3%	$13B
28	28 Fortive FTV $17.3B	809	+26	+3%	$20.1B
29	29 Toast TOST $17.3B	774	+13	+2%	$13.3B
30	30 Factset FDS $10.3B	767	+42	+6%	$9.22B
31	31 Tyler Technologies TYL $14.3B	765	-19	-2%	$12.6B
32	32 CoStar Group CSGP $12.2B	760	-37	-5%	$11.7B
33	33 SS&C Technologies SSNC $19.3B	726	+5	+0.7%	$12.6B
34	34 Jack Henry & Associates JKHY $10.9B	712	-61	-8%	$9.55B
35	35 Trimble TRMB $13.8B	709	-70	-9%	$12B
36	36 Atlassian TEAM $51.8B	699	+43	+7%	$12.4B
37	37 PTC PTC $21B	685	-13	-2%	$12.7B
38	38 DocuSign DOCU $14.1B	674	-35	-5%	$7.87B
39	39 Paycom PAYC $10.8B	600	+1	+0.2%	$5.21B
40	40 HubSpot HUBS $11.3B	599	-81	-12%	$8.94B
41	41 Dynatrace DT $18.4B	595	+14	+2%	$13.3B
42	42 Nutanix NTNX $18.9B	564	+26	+5%	$13.4B
43	43 Samsara IOT $23.9B	552	+8	+1%	$12.8B
44	44 Guidewire Software GWRE $13.5B	549	-48	-8%	$10.4B
45	45 UiPath PATH $6.81B	529	-7	-1%	$3.92B
46	46 Manhattan Associates MANH $12.8B	507	-24	-5%	$8.89B
47	47 Teradata TDC $2.78B	479	+55	+13%	$4.23B
48	48 Paylocity PCTY $8.44B	471	+24	+5%	$4.83B
49	49 Dropbox DBX $7.75B	453	+26	+6%	$4.95B
50	50 Amdocs DOX $6.19B	448	-27	-6%	$5.28B