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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 CoStar Group CSGP $13B	767	+31	+4%	$38.4B
27	27 Nasdaq NDAQ $52B	766	+40	+6%	$30.3B
28	28 Axon Enterprise AXON $33.3B	750	+63	+9%	$18.7B
29	29 Atlassian TEAM $54B	740	+9	+1%	$27.6B
30	30 MongoDB MDB $29B	738	-9	-1%	$23.5B
31	31 HubSpot HUBS $11.9B	732	+26	+4%	$28.6B
32	32 SAP SAP $260B	707	+61	+9%	$12.6B
33	33 Tyler Technologies TYL $14.8B	706	+18	+3%	$16.8B
34	34 DocuSign DOCU $14.3B	686	-20	-3%	$9.6B
35	35 Zoom ZM $28.3B	673	-25	-4%	$11.8B
36	36 Paycom PAYC $11.2B	661	-14	-2%	$8.85B
37	37 Jack Henry & Associates JKHY $10.9B	658	-30	-4%	$11.7B
38	38 PTC PTC $21B	621	+14	+2%	$21.7B
39	39 Trimble TRMB $14.1B	609	+35	+6%	$14.6B
40	40 Manhattan Associates MANH $13.2B	592	+35	+6%	$15B
41	41 SS&C Technologies SSNC $19.7B	572	+12	+2%	$13.2B
42	42 Dynatrace DT $18.3B	543	+30	+6%	$12.7B
43	43 UiPath PATH $7B	516	+17	+3%	$7.21B
44	44 Amdocs DOX $6.34B	511	+1	+0.2%	$9.8B
45	45 Toast TOST $18.4B	474	+33	+7%	$9.06B
46	46 Nutanix NTNX $18.8B	473	+74	+19%	$12.6B
47	47 Thomson Reuters TRI $46.7B	467	+28	+6%	$13.2B
48	48 Dropbox DBX $7.92B	446	-15	-3%	$5.71B
49	49 Nice NICE $6.71B	435	+56	+15%	$10.8B
50	50 RELX RELX $66.6B	424	+27	+7%	$3.13B