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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 SAP SAP $254B	298	+2	+0.7%	$3.52B
27	27 Factset FDS $10.3B	293	-5	-2%	$4.64B
28	28 DELISTED Splunk Inc SPLK	289	+43	+17%	$7.12B
29	29 Thomson Reuters TRI $45.7B	276	+2	+0.7%	$8.82B
30	30 Cadence Design Systems CDNS $90.7B	271	-2	-0.7%	$7.54B
31	31 PTC PTC $21B	270	+35	+15%	$4.06B
32	32 ServiceNow NOW $145B	265	+27	+11%	$7.02B
33	33 CoStar Group CSGP $12.2B	239	+21	+10%	$5.22B
34	34 Manhattan Associates MANH $12.8B	222	+9	+4%	$2.67B
35	35 Commault Systems CVLT $6.4B	214	-8	-4%	$3.39B
36	36 Open Text OTEX $6.05B	209	+32	+18%	$3.98B
37	37 LiveRamp RAMP $2.29B	207	+11	+6%	$2.48B
38	38 Tyler Technologies TYL $14.3B	203	-26	-11%	$2.53B
39	39 DELISTED Synchronoss Technologies SNCR	171	+12	+8%	$1.21B
40	40 Fair Isaac FICO $15.5B	169	-4	-2%	$1.72B
41	41 DELISTED CSG Systems International CSGS	164	-3	-2%	$887M
42	42 Axon Enterprise AXON $33.2B	159	+15	+10%	$714M
43	43 Blackbaud BLKB $2.22B	159	+5	+3%	$1.44B
44	44 DELISTED Vonage Holdings Corporation VG	155	+22	+17%	$620M
45	45 Guidewire Software GWRE $13.5B	152	-6	-4%	$3.22B
46	46 Progress Software PRGS $1.58B	151	-7	-4%	$1.08B
47	EPAY 47 DELISTED Bottomline Technologies Inc EPAY	147	-2	-1%	$1.4B
48	48 Morningstar MORN $7.65B	147	-15	-9%	$1.44B
49	49 SS&C Technologies SSNC $19.3B	147	+4	+3%	$2.7B
50	50 Nice NICE $6.5B	143	+7	+5%	$1.1B