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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 $52.3B	535	-11	-2%	$11.8B
27	27 Cadence Design Systems CDNS $89.3B	525	-50	-9%	$16.3B
28	28 Zoom ZM $28.7B	514	+281	+121%	$11.7B
29	29 Factset FDS $10.7B	502	-20	-4%	$9.36B
30	30 CoStar Group CSGP $13B	500	+11	+2%	$20.6B
31	VMW 31 DELISTED VMware, Inc VMW	499	-56	-10%	$8.78B
32	32 SAP SAP $260B	493	-43	-8%	$6.2B
33	33 RingCentral RNG $6.68B	478	+75	+19%	$16.1B
34	34 Tyler Technologies TYL $14.9B	477	+9	+2%	$10.7B
35	CDK 35 DELISTED CDK Global, Inc. CDK	467	-50	-10%	$3.35B
36	36 Atlassian TEAM $55B	441	+39	+10%	$15.8B
37	37 SS&C Technologies SSNC $19.8B	431	-12	-3%	$9.23B
38	38 Fair Isaac FICO $16.6B	402	+8	+2%	$7.85B
39	39 Trimble TRMB $14.2B	400	-35	-8%	$7.33B
40	40 Amdocs DOX $6.34B	388	-19	-5%	$6.84B
41	BKI 41 DELISTED Black Knight, Inc. Common Stock BKI	387	+9	+2%	$7.88B
42	42 PTC PTC $21B	380	-9	-2%	$6.22B
43	43 Guidewire Software GWRE $14.4B	365	-6	-2%	$7.09B
44	44 NCR Voyix VYX $1.04B	344	-27	-7%	$2.06B
45	COUP 45 DELISTED Coupa Software Incorporated COUP	342	+16	+5%	$9.83B
46	46 Dropbox DBX $7.95B	342	+16	+5%	$3.56B
47	AYX 47 DELISTED Alteryx Inc AYX	322	+13	+4%	$4.67B
48	48 Thomson Reuters TRI $46.7B	322	-4	-1%	$6.96B
49	ZEN 49 DELISTED ZENDESK INC ZEN	321	-15	-4%	$7.32B
50	50 Teradata TDC $2.91B	309	-33	-10%	$2.23B