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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 Manhattan Associates MANH $12.8B	351	+24	+7%	$4.54B
27	27 Trimble TRMB $13.8B	351	+7	+2%	$5.51B
28	28 DELISTED Splunk Inc SPLK	336	+20	+6%	$7.19B
29	29 ServiceNow NOW $145B	333	+9	+3%	$10.5B
30	30 NCR Voyix VYX $950M	325	+21	+7%	$2.91B
31	31 SAP SAP $254B	306	0	0%	$3.26B
32	32 Thomson Reuters TRI $45.7B	304	+6	+2%	$8.48B
33	33 Workday WDAY $45.5B	293	+7	+2%	$9.31B
34	34 PTC PTC $21B	289	+13	+5%	$4.15B
35	35 Tyler Technologies TYL $14.3B	288	+22	+8%	$5.57B
36	36 CoStar Group CSGP $12.2B	250	+20	+9%	$7.36B
37	37 Fair Isaac FICO $15.5B	236	+17	+8%	$3.2B
38	38 DELISTED CSG Systems International CSGS	227	+2	+0.9%	$1.33B
39	39 DELISTED Synchronoss Technologies SNCR	222	+27	+14%	$1.18B
40	40 Veeva Systems VEEV $48.1B	217	+36	+20%	$3.29B
41	41 Blackbaud BLKB $2.22B	214	-8	-4%	$3.39B
42	42 Open Text OTEX $6.05B	212	+10	+5%	$5.11B
43	43 Guidewire Software GWRE $13.5B	209	+7	+3%	$4.6B
44	44 Comscore SCOR $58M	202	-3	-1%	$1.04B
45	45 Commault Systems CVLT $6.4B	200	+15	+8%	$1.78B
46	46 SS&C Technologies SSNC $19.3B	197	+9	+5%	$5.1B
47	47 DELISTED Vonage Holdings Corporation VG	194	+3	+2%	$975M
48	48 Axon Enterprise AXON $33.2B	186	0	0%	$942M
49	49 Paycom PAYC $10.8B	183	+28	+18%	$2.09B
50	50 LiveRamp RAMP $2.29B	177	-2	-1%	$1.65B