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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 Cadence Design Systems CDNS $88.9B	436	-12	-3%	$8.93B
27	27 Factset FDS $10.7B	425	+16	+4%	$7.13B
28	28 Trimble TRMB $14.2B	424	-13	-3%	$8.03B
29	29 SAP SAP $262B	419	+17	+4%	$14B
30	30 Veeva Systems VEEV $50B	409	+45	+12%	$7.8B
31	31 Amdocs DOX $6.38B	391	+4	+1%	$8.96B
32	32 NCR Voyix VYX $995M	384	-5	-1%	$3.41B
33	33 CoStar Group CSGP $12.9B	363	+25	+7%	$12.9B
34	MFGP 34 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	362	-47	-11%	$1.42B
35	35 PTC PTC $21B	360	-7	-2%	$8.93B
36	36 Teradata TDC $2.87B	359	-3	-0.8%	$4.75B
37	37 Tyler Technologies TYL $15B	336	+18	+6%	$7.63B
38	38 SS&C Technologies SSNC $19.6B	329	+33	+11%	$9.25B
39	BKI 39 DELISTED Black Knight, Inc. Common Stock BKI	325	+5	+2%	$6.09B
40	40 Thomson Reuters TRI $47.6B	304	-9	-3%	$6.95B
41	41 Paycom PAYC $11.2B	295	+64	+28%	$5.26B
42	42 Fair Isaac FICO $16.2B	287	+9	+3%	$4.38B
43	43 Nutanix NTNX $18.5B	286	+31	+12%	$4.36B
44	44 Blackbaud BLKB $2.33B	280	+22	+9%	$5.23B
45	45 Guidewire Software GWRE $14.2B	272	+25	+10%	$7.08B
46	46 Manhattan Associates MANH $13.3B	272	+12	+5%	$3.26B
47	47 DELISTED Vonage Holdings Corporation VG	272	+24	+10%	$2.15B
48	48 Open Text OTEX $6.19B	262	+22	+9%	$6.73B
49	49 Progress Software PRGS $1.65B	258	+45	+21%	$1.67B
50	50 RingCentral RNG $6.33B	250	+48	+24%	$3.89B