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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 Broadcom AVGO $1.64T	263	+263	–	$7.08B
27	27 Thomson Reuters TRI $46.7B	255	+255	–	$8.69B
28	28 Amdocs DOX $6.34B	249	+249	–	$5.7B
29	29 Commault Systems CVLT $6.59B	234	+234	–	$3.33B
30	30 DELISTED Splunk Inc SPLK	206	+206	–	$4.19B
31	31 PTC PTC $21B	205	+205	–	$2.84B
32	32 Workday WDAY $47.4B	197	+197	–	$4.22B
33	33 Tyler Technologies TYL $14.9B	194	+194	–	$1.95B
34	34 Manhattan Associates MANH $13.2B	188	+188	–	$1.53B
35	35 CoStar Group CSGP $13B	184	+184	–	$3.66B
36	36 Fair Isaac FICO $16.6B	178	+178	–	$1.45B
37	37 Open Text OTEX $6.25B	169	+169	–	$3.49B
38	38 Progress Software PRGS $1.67B	165	+165	–	$1.19B
39	39 LiveRamp RAMP $2.28B	165	+165	–	$1.55B
40	40 DELISTED CSG Systems International CSGS	154	+154	–	$708M
41	EPAY 41 DELISTED Bottomline Technologies Inc EPAY	151	+151	–	$969M
42	42 Guidewire Software GWRE $14.4B	151	+151	–	$2.24B
43	43 ServiceNow NOW $154B	147	+147	–	$4.46B
44	EBIX 44 DELISTED Ebix Inc EBIX	144	+144	–	$253M
45	45 DELISTED Synchronoss Technologies SNCR	142	+142	–	$989M
46	46 Blackbaud BLKB $2.33B	135	+135	–	$1.54B
47	47 Morningstar MORN $7.85B	133	+133	–	$1.57B
48	48 Nice NICE $6.73B	132	+132	–	$960M
49	49 DELISTED Vonage Holdings Corporation VG	132	+132	–	$405M
50	50 Pegasystems PEGA $5.91B	129	+129	–	$534M