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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 Fortive FTV $17.2B	859	+11	+1%	$24.9B
27	27 SAP SAP $260B	859	+67	+8%	$17.4B
28	28 Factset FDS $10.7B	847	+16	+2%	$17.2B
29	29 Tyler Technologies TYL $14.9B	824	+40	+5%	$23.3B
30	30 DocuSign DOCU $14.3B	820	+126	+18%	$15.9B
31	31 CoStar Group CSGP $12.8B	807	+35	+5%	$28.9B
32	32 Atlassian TEAM $52.3B	800	+127	+19%	$35.2B
33	33 HubSpot HUBS $12B	798	+73	+10%	$32.7B
34	34 Zoom ZM $27.8B	717	+49	+7%	$15.3B
35	35 MongoDB MDB $28.4B	714	+49	+7%	$15.3B
36	36 Jack Henry & Associates JKHY $11.1B	712	+19	+3%	$12.3B
37	37 Paycom PAYC $11.1B	710	+39	+6%	$9.71B
38	38 Trimble TRMB $14B	681	+61	+10%	$16.4B
39	39 PTC PTC $21B	676	+57	+9%	$21.5B
40	40 Manhattan Associates MANH $13.2B	671	+49	+8%	$16.7B
41	41 SS&C Technologies SSNC $19.6B	650	-13	-2%	$15.7B
42	42 Toast TOST $17.7B	632	+114	+22%	$15.2B
43	43 Dynatrace DT $18B	580	+48	+9%	$15.5B
44	44 Guidewire Software GWRE $14B	557	+57	+11%	$14B
45	45 Amdocs DOX $6.39B	513	+13	+3%	$9.2B
46	46 Nutanix NTNX $18.4B	511	+33	+7%	$14B
47	47 Thomson Reuters TRI $47.2B	485	+4	+0.8%	$13.8B
48	48 UiPath PATH $6.89B	461	+39	+9%	$3.9B
49	49 SPS Commerce SPSC $3.14B	460	0	0%	$6.96B
50	50 RELX RELX $66.5B	458	+6	+1%	$3.54B