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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 Trimble TRMB $13.8B	327	-8	-2%	$3.79B
27	27 ServiceNow NOW $145B	321	-2	-0.6%	$10.3B
28	28 Manhattan Associates MANH $12.8B	305	+23	+8%	$4.55B
29	29 DELISTED Splunk Inc SPLK	304	-17	-5%	$6.81B
30	30 Thomson Reuters TRI $45.7B	300	-12	-4%	$9.44B
31	31 Workday WDAY $45.5B	294	-13	-4%	$7.69B
32	32 Cadence Design Systems CDNS $90.7B	286	+12	+4%	$6.24B
33	33 SAP SAP $254B	284	+1	+0.4%	$2.79B
34	34 PTC PTC $21B	278	+8	+3%	$3.47B
35	35 Tyler Technologies TYL $14.3B	262	+21	+9%	$4.71B
36	36 CoStar Group CSGP $12.2B	224	+7	+3%	$5.86B
37	37 DELISTED Synchronoss Technologies SNCR	222	-5	-2%	$1.34B
38	38 SS&C Technologies SSNC $19.3B	211	+20	+10%	$5.58B
39	39 Fair Isaac FICO $15.5B	210	-1	-0.5%	$2.38B
40	40 Blackbaud BLKB $2.22B	201	+17	+9%	$2.77B
41	41 Axon Enterprise AXON $33.2B	198	-12	-6%	$998M
42	42 DELISTED CSG Systems International CSGS	191	+5	+3%	$1.06B
43	43 Comscore SCOR $58M	190	+8	+4%	$1.61B
44	44 Open Text OTEX $6.05B	188	-9	-5%	$3.91B
45	45 Guidewire Software GWRE $13.5B	179	0	0%	$3.88B
46	46 DELISTED Vonage Holdings Corporation VG	175	+20	+13%	$999M
47	47 OneSpan OSPN $648M	174	-23	-12%	$433M
48	48 Commault Systems CVLT $6.4B	172	-26	-13%	$1.51B
49	49 Progress Software PRGS $1.58B	170	+4	+2%	$1.23B
50	50 LiveRamp RAMP $2.29B	167	+4	+2%	$1.53B