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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 Jack Henry & Associates JKHY $11B	620	-5	-0.8%	$11.1B
27	VMW 27 DELISTED VMware, Inc VMW	598	+15	+3%	$10.9B
28	28 Nasdaq NDAQ $52.3B	584	+42	+8%	$15.1B
29	29 CoStar Group CSGP $12.9B	573	+29	+5%	$32.1B
30	30 Factset FDS $10.7B	564	+25	+5%	$11.6B
31	31 Paycom PAYC $11.1B	563	-30	-5%	$13.7B
32	32 Tyler Technologies TYL $14.8B	555	+1	+0.2%	$13.1B
33	33 SAP SAP $261B	540	+28	+5%	$8.56B
34	34 RingCentral RNG $6.46B	516	-6	-1%	$21.3B
35	35 Atlassian TEAM $53.4B	496	-5	-1%	$22.2B
36	CDK 36 DELISTED CDK Global, Inc. CDK	471	-13	-3%	$4.48B
37	37 Trimble TRMB $14.1B	471	+56	+13%	$11B
38	38 Fair Isaac FICO $16.3B	470	+24	+5%	$10.6B
39	39 SS&C Technologies SSNC $19.6B	450	-6	-1%	$12.7B
40	BKI 40 DELISTED Black Knight, Inc. Common Stock BKI	441	+8	+2%	$12.4B
41	COUP 41 DELISTED Coupa Software Incorporated COUP	432	+25	+6%	$20B
42	42 Datadog DDOG $94.4B	422	+72	+21%	$14.3B
43	43 PTC PTC $21B	416	+11	+3%	$8.22B
44	44 Amdocs DOX $6.38B	396	-12	-3%	$6.89B
45	45 Dropbox DBX $7.97B	395	-13	-3%	$4.99B
46	ZEN 46 DELISTED ZENDESK INC ZEN	386	+28	+8%	$11.7B
47	AVLR 47 DELISTED Avalara, Inc. AVLR	381	+41	+12%	$9.62B
48	48 Guidewire Software GWRE $14.5B	378	+15	+4%	$8.83B
49	49 MongoDB MDB $29B	378	+20	+6%	$12.3B
50	AYX 50 DELISTED Alteryx Inc AYX	365	-19	-5%	$5.74B