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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 $51.4B	716	+34	+5%	$22.3B
27	27 Paycom PAYC $10.8B	706	+28	+4%	$13.9B
28	28 CoStar Group CSGP $12.2B	702	+69	+11%	$30.3B
29	29 Jack Henry & Associates JKHY $10.9B	676	-3	-0.4%	$11.6B
30	30 Datadog DDOG $96.7B	666	+3	+0.5%	$16.8B
31	31 Zoom ZM $27.6B	651	-12	-2%	$10.9B
32	32 DELISTED Splunk Inc SPLK	635	+37	+6%	$12.4B
33	33 Tyler Technologies TYL $14.3B	609	+1	+0.2%	$12.1B
34	34 Trimble TRMB $13.8B	594	+17	+3%	$11.5B
35	35 Fair Isaac FICO $15.5B	576	+46	+9%	$12.9B
36	36 HubSpot HUBS $11.3B	574	+7	+1%	$13.1B
37	37 Atlassian TEAM $51.8B	564	-41	-7%	$18.1B
38	38 PTC PTC $21B	541	+60	+12%	$12.1B
39	39 SS&C Technologies SSNC $19.3B	533	-4	-0.7%	$10.8B
40	40 MongoDB MDB $28.7B	520	+13	+3%	$12.2B
41	41 Axon Enterprise AXON $33.2B	513	+90	+21%	$9.31B
42	42 SAP SAP $254B	491	+41	+9%	$6.17B
43	43 BILL Holdings BILL $3.77B	481	-9	-2%	$11.4B
44	44 Amdocs DOX $6.19B	458	+7	+2%	$10.1B
45	45 Dropbox DBX $7.75B	447	+18	+4%	$5.04B
46	BKI 46 DELISTED Black Knight, Inc. Common Stock BKI	440	-2	-0.5%	$8.81B
47	47 Paylocity PCTY $8.44B	438	+51	+13%	$7.97B
48	48 Thomson Reuters TRI $45.7B	396	+18	+5%	$10.8B
49	49 Manhattan Associates MANH $12.8B	393	+8	+2%	$7.37B
50	50 Dynatrace DT $18.4B	389	+11	+3%	$10.8B