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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 $90.7B	598	+73	+14%	$23.5B
27	27 Paycom PAYC $10.8B	593	+48	+9%	$13.5B
28	VMW 28 DELISTED VMware, Inc VMW	583	+84	+17%	$11.7B
29	29 Tyler Technologies TYL $14.3B	554	+77	+16%	$12.8B
30	30 CoStar Group CSGP $12.2B	544	+44	+9%	$26.8B
31	31 Nasdaq NDAQ $51.4B	542	+7	+1%	$14.8B
32	32 Factset FDS $10.3B	539	+37	+7%	$11.7B
33	33 RingCentral RNG $6.28B	522	+44	+9%	$22B
34	34 SAP SAP $254B	512	+19	+4%	$7.86B
35	35 Atlassian TEAM $51.8B	501	+60	+14%	$21.1B
36	CDK 36 DELISTED CDK Global, Inc. CDK	484	+17	+4%	$4.22B
37	37 SS&C Technologies SSNC $19.3B	456	+25	+6%	$12.1B
38	38 Fair Isaac FICO $15.5B	446	+44	+11%	$10.6B
39	BKI 39 DELISTED Black Knight, Inc. Common Stock BKI	433	+46	+12%	$10.3B
40	40 Trimble TRMB $13.8B	415	+15	+4%	$10.1B
41	41 Dropbox DBX $7.75B	408	+66	+19%	$5.24B
42	42 Amdocs DOX $6.19B	408	+20	+5%	$7.77B
43	COUP 43 DELISTED Coupa Software Incorporated COUP	407	+65	+19%	$19.9B
44	44 PTC PTC $21B	405	+25	+7%	$7.85B
45	AYX 45 DELISTED Alteryx Inc AYX	384	+62	+19%	$8.31B
46	46 Guidewire Software GWRE $13.5B	363	-2	-0.5%	$9.54B
47	47 MongoDB MDB $28.7B	358	+55	+18%	$11.6B
48	ZEN 48 DELISTED ZENDESK INC ZEN	358	+37	+12%	$10.1B
49	49 Axon Enterprise AXON $33.2B	350	+47	+16%	$5.24B
50	50 Datadog DDOG $96.7B	350	+132	+61%	$11.1B