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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	318	+18	+6%	$6.71B
27	27 PTC PTC $21B	314	+14	+5%	$3.95B
28	28 Workday WDAY $47.4B	307	+15	+5%	$8.21B
29	29 ServiceNow NOW $154B	293	+21	+8%	$8.78B
30	30 Thomson Reuters TRI $46.8B	289	+18	+7%	$10.1B
31	31 SAP SAP $260B	273	-7	-3%	$3.09B
32	32 DELISTED Splunk Inc SPLK	273	+28	+11%	$6.56B
33	33 Cadence Design Systems CDNS $89.3B	271	-2	-0.7%	$5.84B
34	34 Manhattan Associates MANH $13.2B	243	+20	+9%	$3.06B
35	35 Tyler Technologies TYL $14.9B	241	+26	+12%	$3.35B
36	36 Open Text OTEX $6.25B	224	+17	+8%	$4.94B
37	37 CoStar Group CSGP $13B	213	+5	+2%	$6.19B
38	38 DELISTED Synchronoss Technologies SNCR	209	+17	+9%	$1.51B
39	39 Fair Isaac FICO $16.6B	205	+21	+11%	$2.01B
40	40 Commault Systems CVLT $6.59B	194	-5	-3%	$2.26B
41	41 Axon Enterprise AXON $33.9B	192	+17	+10%	$1.2B
42	42 Blackbaud BLKB $2.33B	188	+24	+15%	$2.13B
43	43 Progress Software PRGS $1.67B	179	+17	+10%	$1.29B
44	44 Guidewire Software GWRE $14.4B	172	+13	+8%	$3.64B
45	45 SS&C Technologies SSNC $19.8B	168	+22	+15%	$4.05B
46	46 DELISTED CSG Systems International CSGS	167	+2	+1%	$873M
47	47 LiveRamp RAMP $2.28B	166	-8	-5%	$1.46B
48	48 OneSpan OSPN $657M	164	+18	+12%	$611M
49	49 Comscore SCOR $61.6M	159	+20	+14%	$1.52B
50	50 Veeva Systems VEEV $50.7B	155	+23	+17%	$1.53B