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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 $88.7B	522	+45	+9%	$15.7B
27	27 Nasdaq NDAQ $52.4B	505	-21	-4%	$11.2B
28	28 SAP SAP $260B	464	+18	+4%	$6.88B
29	29 Factset FDS $10.7B	456	+3	+0.7%	$8.98B
30	30 CoStar Group CSGP $13B	434	+51	+13%	$16.5B
31	31 SS&C Technologies SSNC $19.6B	432	+54	+14%	$13.4B
32	32 PTC PTC $21B	426	+17	+4%	$10.1B
33	33 Tyler Technologies TYL $14.8B	415	+58	+16%	$7.11B
34	34 Trimble TRMB $14.1B	410	0	0%	$9.48B
35	35 Paycom PAYC $11.1B	400	+48	+14%	$8.33B
36	36 Teradata TDC $2.84B	394	+44	+13%	$5.02B
37	37 Amdocs DOX $6.34B	381	+3	+0.8%	$6.96B
38	38 Atlassian TEAM $53.3B	366	+57	+18%	$11.1B
39	39 NCR Voyix VYX $1.01B	360	+16	+5%	$3.14B
40	BKI 40 DELISTED Black Knight, Inc. Common Stock BKI	351	+24	+7%	$7.18B
41	41 DocuSign DOCU $14.3B	348	+89	+34%	$5.53B
42	42 Fair Isaac FICO $16.3B	344	+26	+8%	$6.69B
43	43 Guidewire Software GWRE $14.5B	342	+31	+10%	$8.55B
44	ZEN 44 DELISTED ZENDESK INC ZEN	339	+32	+10%	$8.73B
45	NEWR 45 DELISTED New Relic, Inc. NEWR	329	+36	+12%	$4.56B
46	46 Nutanix NTNX $18.8B	322	+1	+0.3%	$4.08B
47	47 RingCentral RNG $6.47B	312	+28	+10%	$7.3B
48	48 Thomson Reuters TRI $47.1B	312	+9	+3%	$6.24B
49	49 Manhattan Associates MANH $13.2B	292	+10	+4%	$4.02B
50	50 HubSpot HUBS $11.9B	287	+37	+15%	$6.7B