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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	372	+14	+4%	$6.86B
27	27 Amdocs DOX $6.19B	352	-6	-2%	$7.58B
28	28 Cadence Design Systems CDNS $90.7B	351	+14	+4%	$5.93B
29	29 ServiceNow NOW $145B	350	+15	+4%	$12.2B
30	30 DELISTED Splunk Inc SPLK	343	-1	-0.3%	$7.19B
31	31 PTC PTC $21B	340	+43	+14%	$5.11B
32	32 SAP SAP $254B	338	+11	+3%	$3.7B
33	33 Manhattan Associates MANH $12.8B	325	-10	-3%	$3.78B
34	34 Thomson Reuters TRI $45.7B	316	+18	+6%	$8.95B
35	35 Tyler Technologies TYL $14.3B	295	-1	-0.3%	$4.79B
36	36 CoStar Group CSGP $12.2B	293	+50	+21%	$6.28B
37	37 Workday WDAY $45.5B	292	-18	-6%	$8.79B
38	38 Veeva Systems VEEV $48.1B	284	+27	+11%	$4.01B
39	39 Fair Isaac FICO $15.5B	247	-26	-10%	$3.36B
40	40 DELISTED Synchronoss Technologies SNCR	247	+14	+6%	$1.47B
41	41 Commault Systems CVLT $6.4B	242	+5	+2%	$2.07B
42	42 Open Text OTEX $6.05B	224	+11	+5%	$5.42B
43	43 Blackbaud BLKB $2.22B	220	-4	-2%	$3.4B
44	44 DELISTED CSG Systems International CSGS	217	-1	-0.5%	$1.54B
45	45 LiveRamp RAMP $2.29B	215	+11	+5%	$2.07B
46	46 Donnelley Financial Solutions DFIN $1.21B	211	+211	–	$457M
47	47 Guidewire Software GWRE $13.5B	207	-14	-6%	$3.8B
48	48 Axon Enterprise AXON $33.2B	206	+1	+0.5%	$1.01B
49	49 SS&C Technologies SSNC $19.3B	206	+7	+4%	$5.3B
50	50 DELISTED Vonage Holdings Corporation VG	201	+1	+0.5%	$1.21B