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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 Paycom PAYC $11.2B	627	-6	-0.9%	$16.2B
27	27 Snowflake SNOW $117B	621	+157	+34%	$41.1B
28	28 Jack Henry & Associates JKHY $10.9B	616	-28	-4%	$10.1B
29	VMW 29 DELISTED VMware, Inc VMW	597	-23	-4%	$11.6B
30	30 CoStar Group CSGP $13B	593	-22	-4%	$31.2B
31	31 Tyler Technologies TYL $14.8B	593	-19	-3%	$15.8B
32	32 Atlassian TEAM $54B	592	+4	+0.7%	$25.5B
33	33 Nasdaq NDAQ $52B	591	+1	+0.2%	$18B
34	34 Factset FDS $10.8B	576	-16	-3%	$10.3B
35	35 Trimble TRMB $14.1B	547	+47	+9%	$17.9B
36	36 RingCentral RNG $6.54B	545	-29	-5%	$22.9B
37	37 HubSpot HUBS $11.9B	507	+28	+6%	$19.4B
38	38 SAP SAP $260B	503	+2	+0.4%	$6.49B
39	39 Datadog DDOG $94.6B	490	-7	-1%	$14.5B
40	40 SS&C Technologies SSNC $19.7B	487	-1	-0.2%	$14.6B
41	41 Fair Isaac FICO $16.4B	486	-20	-4%	$12.3B
42	COUP 42 DELISTED Coupa Software Incorporated COUP	482	-30	-6%	$19.2B
43	43 MongoDB MDB $29B	468	+28	+6%	$14.2B
44	CDK 44 DELISTED CDK Global, Inc. CDK	459	-26	-5%	$5.86B
45	ZEN 45 DELISTED ZENDESK INC ZEN	452	-21	-4%	$15B
46	BKI 46 DELISTED Black Knight, Inc. Common Stock BKI	451	-37	-8%	$10.4B
47	47 PTC PTC $21B	451	+12	+3%	$13.7B
48	48 Amdocs DOX $6.34B	440	+20	+5%	$8.36B
49	49 Dropbox DBX $7.93B	432	+1	+0.2%	$7.2B
50	50 Axon Enterprise AXON $33.3B	408	+26	+7%	$6.98B