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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	841	+84	+11%	$34.9B
27	27 Factset FDS $10.3B	831	+25	+3%	$16.5B
28	28 SAP SAP $254B	792	+49	+7%	$15.8B
29	29 Tyler Technologies TYL $14.3B	784	+55	+8%	$22.6B
30	30 CoStar Group CSGP $12.2B	772	+5	+0.7%	$30B
31	31 HubSpot HUBS $11.3B	725	-75	-9%	$24.5B
32	32 DocuSign DOCU $14.1B	694	+25	+4%	$10.1B
33	33 Jack Henry & Associates JKHY $10.9B	693	+24	+4%	$11.9B
34	34 Atlassian TEAM $51.8B	673	-32	-5%	$21.6B
35	35 Paycom PAYC $10.8B	671	+30	+5%	$7.9B
36	36 Zoom ZM $27.6B	668	+10	+2%	$12.5B
37	37 MongoDB MDB $28.7B	665	+4	+0.6%	$18.2B
38	38 SS&C Technologies SSNC $19.3B	663	+87	+15%	$15.2B
39	39 Manhattan Associates MANH $12.8B	622	+37	+6%	$17.1B
40	40 Trimble TRMB $13.8B	620	-13	-2%	$14.2B
41	41 PTC PTC $21B	619	+2	+0.3%	$21.1B
42	42 Dynatrace DT $18.4B	532	-21	-4%	$15.1B
43	43 Toast TOST $17.3B	518	+13	+3%	$11.6B
44	44 Amdocs DOX $6.19B	500	-2	-0.4%	$9.39B
45	45 Guidewire Software GWRE $13.5B	500	+46	+10%	$15.1B
46	46 Thomson Reuters TRI $45.7B	481	-12	-2%	$14.5B
47	47 Nutanix NTNX $18.9B	478	+8	+2%	$13.3B
48	48 SPS Commerce SPSC $3.07B	460	+11	+2%	$7.15B
49	49 RELX RELX $64.1B	452	+17	+4%	$3.56B
50	50 Paylocity PCTY $8.44B	433	-26	-6%	$6.98B