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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 SAP SAP $260B	432	+13	+3%	$6.58B
27	27 Veeva Systems VEEV $50.7B	422	+13	+3%	$8.42B
28	28 Factset FDS $10.7B	421	-4	-0.9%	$7.01B
29	29 Cadence Design Systems CDNS $89.3B	416	-20	-5%	$10.8B
30	30 Trimble TRMB $14.2B	412	-12	-3%	$7.51B
31	31 Amdocs DOX $6.34B	397	+6	+2%	$8.71B
32	32 PTC PTC $21B	386	+26	+7%	$10.5B
33	33 CoStar Group CSGP $13B	378	+15	+4%	$14.6B
34	34 Teradata TDC $2.91B	364	+5	+1%	$4.79B
35	35 NCR Voyix VYX $1.04B	362	-22	-6%	$3.24B
36	36 SS&C Technologies SSNC $19.8B	348	+19	+6%	$10.9B
37	37 Tyler Technologies TYL $14.9B	342	+6	+2%	$7.94B
38	MFGP 38 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	333	-29	-8%	$1.76B
39	BKI 39 DELISTED Black Knight, Inc. Common Stock BKI	329	+4	+1%	$7.1B
40	40 Paycom PAYC $11.4B	321	+26	+9%	$4.85B
41	41 Fair Isaac FICO $16.6B	311	+24	+8%	$4.85B
42	42 Nutanix NTNX $18.9B	298	+12	+4%	$4.43B
43	43 Thomson Reuters TRI $46.7B	286	-18	-6%	$6.59B
44	44 Guidewire Software GWRE $14.4B	280	+8	+3%	$7.84B
45	NEWR 45 DELISTED New Relic, Inc. NEWR	278	+45	+19%	$4.4B
46	46 Axon Enterprise AXON $33.9B	272	+43	+19%	$3.05B
47	47 Box BOX $5.42B	270	+61	+29%	$2.39B
48	48 Blackbaud BLKB $2.33B	269	-11	-4%	$5.24B
49	49 Manhattan Associates MANH $13.2B	266	-6	-2%	$3.5B
50	50 RingCentral RNG $6.68B	263	+13	+5%	$4.4B