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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 Amdocs DOX $6.34B	293	+29	+11%	$5.98B
27	27 Workday WDAY $47.6B	286	+59	+26%	$8.25B
28	28 Thomson Reuters TRI $46.9B	274	+12	+5%	$9.55B
29	29 Cadence Design Systems CDNS $88.9B	273	+4	+1%	$6.8B
30	30 DELISTED Splunk Inc SPLK	246	+17	+7%	$6.26B
31	31 ServiceNow NOW $152B	238	+63	+36%	$7.16B
32	32 PTC PTC $21B	235	+14	+6%	$3.89B
33	33 Tyler Technologies TYL $14.8B	229	+18	+9%	$3.02B
34	34 Commault Systems CVLT $6.47B	222	-9	-4%	$3.54B
35	35 CoStar Group CSGP $13B	218	+11	+5%	$5.09B
36	36 Manhattan Associates MANH $13.2B	213	+27	+15%	$2.26B
37	37 LiveRamp RAMP $2.28B	196	+24	+14%	$2.63B
38	38 Open Text OTEX $6.12B	177	+4	+2%	$4.1B
39	39 Fair Isaac FICO $16.4B	173	+1	+0.6%	$1.97B
40	40 DELISTED CSG Systems International CSGS	167	-1	-0.6%	$982M
41	41 Morningstar MORN $7.77B	162	+27	+20%	$1.45B
42	42 DELISTED Synchronoss Technologies SNCR	159	+13	+9%	$1.09B
43	43 Guidewire Software GWRE $14.5B	158	+5	+3%	$3.16B
44	44 Progress Software PRGS $1.65B	158	+3	+2%	$1.26B
45	45 Blackbaud BLKB $2.29B	154	0	0%	$1.72B
46	EPAY 46 DELISTED Bottomline Technologies Inc EPAY	149	+5	+3%	$1.41B
47	47 Axon Enterprise AXON $32.8B	144	+12	+9%	$517M
48	48 SPS Commerce SPSC $3.11B	143	+4	+3%	$1.04B
49	49 SS&C Technologies SSNC $19.6B	143	+4	+3%	$2.94B
50	50 Pegasystems PEGA $5.86B	141	+12	+9%	$792M