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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 NCR Voyix VYX $990M	392	+9	+2%	$4.43B
27	27 Cadence Design Systems CDNS $89.1B	367	-11	-3%	$7.99B
28	28 SAP SAP $261B	360	+20	+6%	$4.71B
29	29 Amdocs DOX $6.35B	359	0	0%	$8.47B
30	30 PTC PTC $21B	359	-4	-1%	$6.28B
31	31 Veeva Systems VEEV $49.8B	351	+74	+27%	$6.11B
32	32 Workday WDAY $48B	338	+26	+8%	$13.6B
33	33 DELISTED Splunk Inc SPLK	331	-12	-3%	$8.01B
34	34 Teradata TDC $2.87B	323	-43	-12%	$3.91B
35	35 Thomson Reuters TRI $47.3B	311	-10	-3%	$8.97B
36	36 CoStar Group CSGP $12.8B	299	+13	+5%	$8.6B
37	37 Manhattan Associates MANH $13.2B	282	-9	-3%	$3.64B
38	38 Tyler Technologies TYL $14.9B	279	-8	-3%	$5.99B
39	39 SS&C Technologies SSNC $19.6B	269	+42	+19%	$6.85B
40	40 Fair Isaac FICO $16.3B	257	+1	+0.4%	$3.82B
41	41 Blackbaud BLKB $2.32B	238	+13	+6%	$4.57B
42	42 Open Text OTEX $6.17B	238	-2	-0.8%	$5.93B
43	43 Paycom PAYC $11.1B	208	+23	+12%	$3.52B
44	44 Progress Software PRGS $1.64B	208	-1	-0.5%	$1.4B
45	45 Commault Systems CVLT $6.48B	205	+5	+3%	$2.32B
46	46 Guidewire Software GWRE $14.1B	202	+11	+6%	$5.58B
47	47 DELISTED CSG Systems International CSGS	199	-7	-3%	$1.27B
48	48 Axon Enterprise AXON $32.8B	195	+23	+13%	$1.29B
49	49 LiveRamp RAMP $2.29B	195	-15	-7%	$1.97B
50	50 DELISTED Vonage Holdings Corporation VG	195	+12	+7%	$1.2B