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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 Fair Isaac FICO $15.5B	743	+64	+9%	$25.3B
27	27 CoStar Group CSGP $12.2B	736	+47	+7%	$34.4B
28	28 Atlassian TEAM $51.8B	731	+72	+11%	$33.2B
29	29 Nasdaq NDAQ $51.4B	726	+28	+4%	$25.3B
30	30 DocuSign DOCU $14.1B	706	+43	+6%	$9.38B
31	31 HubSpot HUBS $11.3B	706	+28	+4%	$26.3B
32	32 Zoom ZM $27.6B	698	+54	+8%	$13.1B
33	33 Jack Henry & Associates JKHY $10.9B	688	+54	+9%	$11.1B
34	34 Tyler Technologies TYL $14.3B	688	+43	+7%	$16.5B
35	35 Axon Enterprise AXON $33.2B	687	+96	+16%	$15.4B
36	36 DELISTED Splunk Inc SPLK	683	-13	-2%	$22.7B
37	37 Paycom PAYC $10.8B	675	-30	-4%	$9.06B
38	38 SAP SAP $254B	646	+63	+11%	$10.3B
39	39 PTC PTC $21B	607	+45	+8%	$19.6B
40	40 Trimble TRMB $13.8B	574	-5	-0.9%	$12.2B
41	41 SS&C Technologies SSNC $19.3B	560	+30	+6%	$12.6B
42	42 Manhattan Associates MANH $12.8B	557	+61	+12%	$13.4B
43	43 Dynatrace DT $18.4B	513	+55	+12%	$15.3B
44	44 Amdocs DOX $6.19B	510	+28	+6%	$9.58B
45	45 UiPath PATH $6.81B	499	+82	+20%	$8.5B
46	46 Dropbox DBX $7.75B	461	+1	+0.2%	$6.99B
47	47 Toast TOST $17.3B	441	+26	+6%	$6.35B
48	48 Thomson Reuters TRI $45.7B	439	+39	+10%	$12.9B
49	49 Paylocity PCTY $8.44B	435	-10	-2%	$7.25B
50	50 Teradata TDC $2.78B	430	+25	+6%	$3.82B