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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 Cadence Design Systems CDNS $90.7B	269	-7	-3%	$6.55B
27	27 Amdocs DOX $6.19B	264	+15	+6%	$5.68B
28	28 Thomson Reuters TRI $45.7B	262	+7	+3%	$9.18B
29	29 Commault Systems CVLT $6.4B	231	-3	-1%	$4.03B
30	30 DELISTED Splunk Inc SPLK	229	+23	+11%	$5.48B
31	31 Workday WDAY $45.5B	227	+30	+15%	$5.53B
32	32 PTC PTC $21B	221	+16	+8%	$3.3B
33	33 Tyler Technologies TYL $14.3B	211	+17	+9%	$2.6B
34	34 CoStar Group CSGP $12.2B	207	+23	+13%	$4.75B
35	35 Manhattan Associates MANH $12.8B	186	-2	-1%	$1.87B
36	36 ServiceNow NOW $145B	175	+28	+19%	$5.6B
37	37 Open Text OTEX $6.05B	173	+4	+2%	$3.79B
38	38 Fair Isaac FICO $15.5B	172	-6	-3%	$1.74B
39	39 LiveRamp RAMP $2.29B	172	+7	+4%	$1.95B
40	40 DELISTED CSG Systems International CSGS	168	+14	+9%	$818M
41	41 Progress Software PRGS $1.58B	155	-10	-6%	$1.29B
42	42 Blackbaud BLKB $2.22B	154	+19	+14%	$1.78B
43	43 Guidewire Software GWRE $13.5B	153	+2	+1%	$2.67B
44	44 Comscore SCOR $58M	146	+24	+20%	$876M
45	45 DELISTED Synchronoss Technologies SNCR	146	+4	+3%	$1.24B
46	EPAY 46 DELISTED Bottomline Technologies Inc EPAY	144	-7	-5%	$1.09B
47	47 SPS Commerce SPSC $3.07B	139	+10	+8%	$1.06B
48	48 SS&C Technologies SSNC $19.3B	139	+23	+20%	$2.51B
49	49 Nice NICE $6.5B	137	+5	+4%	$1.12B
50	50 Morningstar MORN $7.65B	135	+2	+2%	$1.59B