← All themes

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 $14.2B	377	+5	+1%	$7.4B
27	27 ServiceNow NOW $154B	376	+26	+7%	$14.3B
28	28 Teradata TDC $2.91B	366	-11	-3%	$4.3B
29	29 PTC PTC $21B	363	+23	+7%	$5.96B
30	30 Amdocs DOX $6.34B	359	+7	+2%	$8.04B
31	31 DELISTED Splunk Inc SPLK	343	0	0%	$8.78B
32	32 SAP SAP $260B	340	+2	+0.6%	$4.57B
33	33 Thomson Reuters TRI $46.7B	321	+5	+2%	$8.64B
34	34 Workday WDAY $47.4B	312	+20	+7%	$11.4B
35	35 Manhattan Associates MANH $13.2B	291	-34	-10%	$3.69B
36	36 Tyler Technologies TYL $14.9B	287	-8	-3%	$5.19B
37	37 CoStar Group CSGP $13B	286	-7	-2%	$6.84B
38	38 Veeva Systems VEEV $50.7B	277	-7	-2%	$5.31B
39	39 Fair Isaac FICO $16.6B	256	+9	+4%	$3.62B
40	40 Open Text OTEX $6.25B	240	+16	+7%	$6.26B
41	41 DELISTED Synchronoss Technologies SNCR	233	-14	-6%	$1.04B
42	42 SS&C Technologies SSNC $19.8B	227	+21	+10%	$6.43B
43	43 Blackbaud BLKB $2.33B	225	+5	+2%	$4.2B
44	44 LiveRamp RAMP $2.28B	210	-5	-2%	$2.18B
45	45 Progress Software PRGS $1.67B	209	+27	+15%	$1.3B
46	46 DELISTED CSG Systems International CSGS	206	-11	-5%	$1.19B
47	47 Commault Systems CVLT $6.59B	200	-42	-17%	$2.06B
48	48 Guidewire Software GWRE $14.4B	191	-16	-8%	$4.44B
49	EBIX 49 DELISTED Ebix Inc EBIX	189	+3	+2%	$1.24B
50	50 Paycom PAYC $11.4B	185	-1	-0.5%	$3.11B