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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 Synopsys SNPS $89.7B	321	-6	-2%	$6.46B
27	27 Jack Henry & Associates JKHY $11B	313	-10	-3%	$4.97B
28	28 Workday WDAY $47.4B	294	-13	-4%	$8.84B
29	29 Thomson Reuters TRI $46.7B	293	+4	+1%	$10.2B
30	30 DELISTED Splunk Inc SPLK	291	+18	+7%	$6.91B
31	31 SAP SAP $260B	286	+13	+5%	$3.49B
32	32 Cadence Design Systems CDNS $89.3B	281	+10	+4%	$5.49B
33	33 PTC PTC $21B	280	-34	-11%	$3.95B
34	34 Manhattan Associates MANH $13.2B	249	+6	+2%	$3.76B
35	35 Tyler Technologies TYL $14.9B	245	+4	+2%	$3.67B
36	36 Open Text OTEX $6.25B	233	+9	+4%	$4.54B
37	37 CoStar Group CSGP $13B	217	+4	+2%	$6.71B
38	38 DELISTED Synchronoss Technologies SNCR	215	+6	+3%	$1.84B
39	39 Fair Isaac FICO $16.6B	209	+4	+2%	$2.51B
40	40 Axon Enterprise AXON $33.9B	190	-2	-1%	$1.06B
41	41 SS&C Technologies SSNC $19.8B	190	+22	+13%	$4.22B
42	42 Commault Systems CVLT $6.59B	184	-10	-5%	$1.88B
43	43 Veeva Systems VEEV $50.7B	184	+29	+19%	$1.7B
44	44 DELISTED CSG Systems International CSGS	182	+15	+9%	$1.05B
45	45 Blackbaud BLKB $2.33B	177	-11	-6%	$2.38B
46	46 Comscore SCOR $61.2M	177	+18	+11%	$1.68B
47	47 OneSpan OSPN $659M	176	+12	+7%	$552M
48	48 Progress Software PRGS $1.67B	171	-8	-4%	$1.29B
49	49 Guidewire Software GWRE $14.4B	169	-3	-2%	$3.78B
50	50 LiveRamp RAMP $2.28B	157	-9	-5%	$1.36B