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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 Nasdaq NDAQ $51.4B	546	+31	+6%	$13.5B
27	27 SAP SAP $254B	536	+45	+9%	$7.87B
28	28 Factset FDS $10.3B	522	+30	+6%	$9.98B
29	CDK 29 DELISTED CDK Global, Inc. CDK	517	+10	+2%	$5.62B
30	30 Paycom PAYC $10.8B	510	+30	+6%	$11.1B
31	31 CoStar Group CSGP $12.2B	489	+7	+1%	$20.9B
32	32 Tyler Technologies TYL $14.3B	468	+49	+12%	$10.9B
33	33 DocuSign DOCU $14.1B	453	+65	+17%	$10.9B
34	34 SS&C Technologies SSNC $19.3B	443	+34	+8%	$12.7B
35	35 Trimble TRMB $13.8B	435	+21	+5%	$9.33B
36	36 Amdocs DOX $6.19B	407	+28	+7%	$9.21B
37	37 RingCentral RNG $6.28B	403	+78	+24%	$12.5B
38	38 Atlassian TEAM $51.8B	402	+22	+6%	$13.3B
39	39 Fair Isaac FICO $15.5B	394	+13	+3%	$9.41B
40	40 PTC PTC $21B	389	+15	+4%	$7.45B
41	BKI 41 DELISTED Black Knight, Inc. Common Stock BKI	378	+10	+3%	$9.06B
42	42 Guidewire Software GWRE $13.5B	371	+61	+20%	$10B
43	43 NCR Voyix VYX $950M	371	+2	+0.5%	$4.17B
44	44 Teradata TDC $2.78B	342	+4	+1%	$2.9B
45	ZEN 45 DELISTED ZENDESK INC ZEN	336	+18	+6%	$8.43B
46	COUP 46 DELISTED Coupa Software Incorporated COUP	326	+23	+8%	$10B
47	47 Dropbox DBX $7.75B	326	+26	+9%	$3.35B
48	48 Thomson Reuters TRI $45.7B	326	+14	+4%	$7.32B
49	49 Manhattan Associates MANH $12.8B	311	+3	+1%	$5.34B
50	AYX 50 DELISTED Alteryx Inc AYX	309	+17	+6%	$4.83B