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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 $89.3B	544	+22	+4%	$17.4B
27	27 Nasdaq NDAQ $52.3B	515	+10	+2%	$12.3B
28	28 Factset FDS $10.7B	506	+50	+11%	$10.8B
29	29 SAP SAP $260B	486	+22	+5%	$8.25B
30	30 Paycom PAYC $11.4B	465	+65	+16%	$9.75B
31	31 SS&C Technologies SSNC $19.8B	453	+21	+5%	$12.1B
32	32 CoStar Group CSGP $13B	444	+10	+2%	$19.4B
33	33 Trimble TRMB $14.2B	407	-3	-0.7%	$10.4B
34	34 Tyler Technologies TYL $14.9B	403	-12	-3%	$7.41B
35	35 PTC PTC $21B	393	-33	-8%	$9.76B
36	36 Fair Isaac FICO $16.6B	387	+43	+13%	$7.59B
37	37 Atlassian TEAM $54.9B	375	+9	+2%	$13.6B
38	38 Amdocs DOX $6.34B	369	-12	-3%	$8.1B
39	BKI 39 DELISTED Black Knight, Inc. Common Stock BKI	366	+15	+4%	$8.04B
40	40 NCR Voyix VYX $1.05B	354	-6	-2%	$3.53B
41	41 DocuSign DOCU $14.5B	347	-1	-0.3%	$6.09B
42	42 Teradata TDC $2.91B	345	-49	-12%	$4.15B
43	43 Dropbox DBX $7.95B	334	+56	+20%	$4.2B
44	ZEN 44 DELISTED ZENDESK INC ZEN	334	-5	-1%	$9.32B
45	45 Guidewire Software GWRE $14.4B	325	-17	-5%	$9.24B
46	COUP 46 DELISTED Coupa Software Incorporated COUP	316	+52	+20%	$8.03B
47	47 Thomson Reuters TRI $46.8B	315	+3	+1%	$6.47B
48	48 RingCentral RNG $6.68B	311	-1	-0.3%	$7.91B
49	49 HubSpot HUBS $11.9B	305	+18	+6%	$6.79B
50	50 MongoDB MDB $29.5B	301	+73	+32%	$6.17B