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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 $52.2B	682	+40	+6%	$20.6B
27	27 Jack Henry & Associates JKHY $10.9B	679	+6	+0.9%	$12.1B
28	28 Paycom PAYC $11.2B	678	+30	+5%	$14.8B
29	29 Datadog DDOG $94.2B	663	-3	-0.5%	$20.3B
30	30 Zoom ZM $28.3B	663	-91	-12%	$11.8B
31	31 CoStar Group CSGP $13B	633	+43	+7%	$28B
32	32 Tyler Technologies TYL $14.8B	608	+10	+2%	$13.1B
33	33 Atlassian TEAM $53.8B	605	-58	-9%	$24.9B
34	34 DELISTED Splunk Inc SPLK	598	-43	-7%	$10.7B
35	35 Trimble TRMB $14.1B	577	-16	-3%	$12.3B
36	36 HubSpot HUBS $11.8B	567	-18	-3%	$12.1B
37	37 SS&C Technologies SSNC $19.7B	537	-21	-4%	$10.2B
38	38 Fair Isaac FICO $16.3B	530	+19	+4%	$9.14B
39	CTXS 39 DELISTED Citrix Systems Inc CTXS	513	-58	-10%	$10.3B
40	40 MongoDB MDB $29.1B	507	-31	-6%	$12.3B
41	41 BILL Holdings BILL $3.91B	490	+58	+13%	$13.4B
42	42 PTC PTC $21B	481	+1	+0.2%	$10.8B
43	43 Amdocs DOX $6.34B	451	0	0%	$9.07B
44	44 SAP SAP $260B	450	-39	-8%	$5.05B
45	BKI 45 DELISTED Black Knight, Inc. Common Stock BKI	442	-3	-0.7%	$9.46B
46	46 Dropbox DBX $7.9B	429	-7	-2%	$4.67B
47	47 Axon Enterprise AXON $33.1B	423	+6	+1%	$6.29B
48	48 ZoomInfo Technologies GTM $1.17B	421	+59	+16%	$14.4B
49	ZEN 49 DELISTED ZENDESK INC ZEN	400	-51	-11%	$9.21B
50	50 Paylocity PCTY $8.79B	387	+46	+13%	$9.9B