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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 Veeva Systems VEEV $48.1B	459	+37	+9%	$12.1B
27	27 SAP SAP $254B	450	+18	+4%	$6.86B
28	28 Cadence Design Systems CDNS $90.7B	446	+30	+7%	$11.3B
29	29 Factset FDS $10.3B	437	+16	+4%	$7.89B
30	30 PTC PTC $21B	417	+31	+8%	$11.7B
31	31 Trimble TRMB $13.8B	417	+5	+1%	$10B
32	32 CoStar Group CSGP $12.2B	404	+26	+7%	$14.8B
33	33 Amdocs DOX $6.19B	374	-23	-6%	$8.71B
34	34 Teradata TDC $2.78B	372	+8	+2%	$4.45B
35	35 SS&C Technologies SSNC $19.3B	368	+20	+6%	$11.5B
36	36 Tyler Technologies TYL $14.3B	354	+12	+4%	$8.77B
37	37 NCR Voyix VYX $950M	347	-15	-4%	$3.21B
38	38 Paycom PAYC $10.8B	345	+24	+7%	$7.09B
39	BKI 39 DELISTED Black Knight, Inc. Common Stock BKI	335	+6	+2%	$6.83B
40	40 Fair Isaac FICO $15.5B	326	+15	+5%	$5.63B
41	41 Thomson Reuters TRI $45.7B	322	+36	+13%	$7.95B
42	MFGP 42 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	319	-14	-4%	$1.96B
43	43 Guidewire Software GWRE $13.5B	315	+35	+13%	$8.67B
44	44 Nutanix NTNX $18.9B	302	+4	+1%	$3.76B
45	45 Manhattan Associates MANH $12.8B	300	+34	+13%	$4.02B
46	NEWR 46 DELISTED New Relic, Inc. NEWR	295	+17	+6%	$4.19B
47	47 DELISTED Vonage Holdings Corporation VG	284	+25	+10%	$2.94B
48	48 Atlassian TEAM $51.8B	278	+49	+21%	$9.16B
49	49 Box BOX $5.22B	276	+6	+2%	$2.23B
50	50 RingCentral RNG $6.28B	276	+13	+5%	$5.91B