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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	358	+7	+2%	$6.47B
27	27 DELISTED Splunk Inc SPLK	344	+8	+2%	$7.8B
28	28 NCR Voyix VYX $950M	344	+19	+6%	$3.33B
29	29 Cadence Design Systems CDNS $90.7B	337	-17	-5%	$6.29B
30	30 Manhattan Associates MANH $12.8B	335	-16	-5%	$4.17B
31	31 ServiceNow NOW $145B	335	+2	+0.6%	$13B
32	32 SAP SAP $254B	327	+21	+7%	$4.05B
33	33 Workday WDAY $45.5B	310	+17	+6%	$11.9B
34	34 Thomson Reuters TRI $45.7B	298	-6	-2%	$8.89B
35	35 PTC PTC $21B	297	+8	+3%	$4.99B
36	36 Tyler Technologies TYL $14.3B	296	+8	+3%	$5.62B
37	37 Fair Isaac FICO $15.5B	273	+37	+16%	$3.48B
38	38 Veeva Systems VEEV $48.1B	257	+40	+18%	$3.9B
39	39 CoStar Group CSGP $12.2B	243	-7	-3%	$7.16B
40	40 Commault Systems CVLT $6.4B	237	+37	+19%	$2.15B
41	41 DELISTED Synchronoss Technologies SNCR	233	+11	+5%	$1.55B
42	42 Blackbaud BLKB $2.22B	224	+10	+5%	$3.4B
43	43 Guidewire Software GWRE $13.5B	221	+12	+6%	$4.51B
44	44 DELISTED CSG Systems International CSGS	218	-9	-4%	$1.33B
45	45 Open Text OTEX $6.05B	213	+1	+0.5%	$5.55B
46	46 Axon Enterprise AXON $33.2B	205	+19	+10%	$1.17B
47	47 LiveRamp RAMP $2.29B	204	+27	+15%	$2.04B
48	48 Paycom PAYC $10.8B	200	+17	+9%	$2.48B
49	49 DELISTED Vonage Holdings Corporation VG	200	+6	+3%	$1.1B
50	50 SS&C Technologies SSNC $19.3B	199	+2	+1%	$6.02B