← All themes

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 DELISTED Ansys ANSS	879	+6	+0.7%	$25.8B
27	27 Atlassian TEAM $54.2B	860	+60	+8%	$31.2B
28	28 CoStar Group CSGP $13.2B	859	+52	+6%	$34B
29	29 Fortive FTV $17.4B	848	-11	-1%	$24.7B
30	30 Tyler Technologies TYL $14.8B	847	+23	+3%	$23.8B
31	31 Factset FDS $10.7B	829	-18	-2%	$16.2B
32	32 DocuSign DOCU $14.3B	812	-8	-1%	$14.1B
33	33 HubSpot HUBS $11.8B	806	+8	+1%	$27.4B
34	34 Paycom PAYC $11.3B	725	+15	+2%	$10.9B
35	35 SS&C Technologies SSNC $19.7B	719	+69	+11%	$17.3B
36	36 Jack Henry & Associates JKHY $10.9B	718	+6	+0.8%	$12.6B
37	37 Zoom ZM $28.3B	715	-2	-0.3%	$13.6B
38	38 Trimble TRMB $14.1B	707	+26	+4%	$15.2B
39	39 PTC PTC $21B	673	-3	-0.4%	$18.1B
40	40 MongoDB MDB $29B	664	-50	-7%	$12.2B
41	41 Toast TOST $18.4B	659	+27	+4%	$14.1B
42	42 Manhattan Associates MANH $13.2B	610	-61	-9%	$10.5B
43	43 Dynatrace DT $18.4B	603	+23	+4%	$13.7B
44	44 Guidewire Software GWRE $14.4B	591	+34	+6%	$16.1B
45	45 Nutanix NTNX $18.8B	570	+59	+12%	$15.9B
46	46 Amdocs DOX $6.3B	513	0	0%	$9.83B
47	47 Thomson Reuters TRI $46.2B	500	+15	+3%	$15.1B
48	48 RELX RELX $66.7B	490	+32	+7%	$4B
49	49 Paylocity PCTY $8.81B	469	+12	+3%	$8.13B
50	50 Morningstar MORN $7.79B	464	+14	+3%	$7.57B