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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 Workday WDAY $47.4B	292	+1	+0.3%	$7.95B
27	27 Factset FDS $10.7B	291	-7	-2%	$5.05B
28	28 SAP SAP $260B	280	+3	+1%	$2.93B
29	29 Cadence Design Systems CDNS $89.3B	273	+7	+3%	$5.22B
30	30 ServiceNow NOW $154B	272	+16	+6%	$7.44B
31	31 Thomson Reuters TRI $46.7B	271	-3	-1%	$8.99B
32	32 DELISTED Splunk Inc SPLK	245	-10	-4%	$5.93B
33	33 Manhattan Associates MANH $13.2B	223	-17	-7%	$2.51B
34	34 Tyler Technologies TYL $14.9B	215	+7	+3%	$2.74B
35	35 CoStar Group CSGP $13B	208	-28	-12%	$5.17B
36	36 Open Text OTEX $6.25B	207	+15	+8%	$4.73B
37	37 Commault Systems CVLT $6.59B	199	+3	+2%	$2.27B
38	38 DELISTED Synchronoss Technologies SNCR	192	+26	+16%	$1.58B
39	39 Fair Isaac FICO $16.6B	184	+1	+0.5%	$1.6B
40	40 Axon Enterprise AXON $33.9B	175	+25	+17%	$563M
41	41 LiveRamp RAMP $2.28B	174	-8	-4%	$1.21B
42	42 DELISTED CSG Systems International CSGS	165	+4	+2%	$947M
43	43 Blackbaud BLKB $2.33B	164	+3	+2%	$1.95B
44	44 Progress Software PRGS $1.67B	162	+3	+2%	$1.15B
45	45 Guidewire Software GWRE $14.4B	159	-7	-4%	$3.22B
46	46 OneSpan OSPN $659M	146	+31	+27%	$385M
47	47 SS&C Technologies SSNC $19.8B	146	-8	-5%	$3.01B
48	EPAY 48 DELISTED Bottomline Technologies Inc EPAY	144	-7	-5%	$1.07B
49	49 8x8 Inc EGHT $299M	141	+2	+1%	$392M
50	50 Pegasystems PEGA $5.91B	141	-6	-4%	$618M