← All themes

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	644	+24	+4%	$11B
27	27 Paycom PAYC $11.4B	633	+70	+12%	$20.1B
28	VMW 28 DELISTED VMware, Inc VMW	620	+22	+4%	$10.8B
29	29 CoStar Group CSGP $13B	615	+42	+7%	$34.8B
30	30 Tyler Technologies TYL $14.9B	612	+57	+10%	$16.4B
31	31 Factset FDS $10.7B	592	+28	+5%	$11.4B
32	32 Nasdaq NDAQ $52.3B	590	+6	+1%	$16.4B
33	33 Atlassian TEAM $55B	588	+92	+19%	$28.2B
34	34 RingCentral RNG $6.68B	574	+58	+11%	$29.7B
35	COUP 35 DELISTED Coupa Software Incorporated COUP	512	+80	+19%	$25.4B
36	36 Fair Isaac FICO $16.6B	506	+36	+8%	$12.8B
37	37 SAP SAP $260B	501	-39	-7%	$6.24B
38	38 Trimble TRMB $14.2B	500	+29	+6%	$15.2B
39	39 Datadog DDOG $95.6B	497	+75	+18%	$16.2B
40	BKI 40 DELISTED Black Knight, Inc. Common Stock BKI	488	+47	+11%	$12.5B
41	41 SS&C Technologies SSNC $19.8B	488	+38	+8%	$15.3B
42	CDK 42 DELISTED CDK Global, Inc. CDK	485	+14	+3%	$5.46B
43	43 HubSpot HUBS $11.9B	479	+121	+34%	$16.4B
44	ZEN 44 DELISTED ZENDESK INC ZEN	473	+87	+23%	$16.1B
45	45 Snowflake SNOW $118B	464	+126	+37%	$22.1B
46	AVLR 46 DELISTED Avalara, Inc. AVLR	440	+59	+15%	$12.3B
47	47 MongoDB MDB $29.5B	440	+62	+16%	$19B
48	48 PTC PTC $21B	439	+23	+6%	$12B
49	49 Dropbox DBX $7.95B	431	+36	+9%	$5.62B
50	50 Amdocs DOX $6.34B	420	+24	+6%	$8.46B