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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 $12.9B	874	+15	+2%	$34.2B
27	27 DELISTED Ansys ANSS	866	-13	-1%	$28.8B
28	28 Tyler Technologies TYL $14.9B	843	-4	-0.5%	$24.8B
29	29 Factset FDS $10.7B	837	+8	+1%	$15.9B
30	30 Atlassian TEAM $53.2B	816	-44	-5%	$30.1B
31	31 Fortive FTV $17.3B	797	-51	-6%	$17.2B
32	32 HubSpot HUBS $11.9B	788	-18	-2%	$26.5B
33	33 DocuSign DOCU $14.4B	783	-29	-4%	$13.7B
34	34 Toast TOST $18.2B	751	+92	+14%	$19.6B
35	35 Paycom PAYC $11.1B	748	+23	+3%	$11.6B
36	36 Trimble TRMB $14.2B	738	+31	+4%	$17.5B
37	37 Zoom ZM $28.2B	721	+6	+0.8%	$14.7B
38	38 Jack Henry & Associates JKHY $11B	714	-4	-0.6%	$12.7B
39	39 MongoDB MDB $29.1B	694	+30	+5%	$14.5B
40	40 SS&C Technologies SSNC $19.6B	693	-26	-4%	$17.1B
41	41 Guidewire Software GWRE $14.4B	677	+86	+15%	$19.7B
42	42 PTC PTC $21B	665	-8	-1%	$20.5B
43	43 Dynatrace DT $18.5B	628	+25	+4%	$16.1B
44	44 Nutanix NTNX $18.6B	616	+46	+8%	$18B
45	45 Manhattan Associates MANH $13.2B	591	-19	-3%	$12.1B
46	46 Amdocs DOX $6.36B	541	+28	+5%	$9.57B
47	47 Thomson Reuters TRI $47.4B	535	+35	+7%	$81.2B
48	48 RELX RELX $66.7B	510	+20	+4%	$4.31B
49	49 Paylocity PCTY $8.78B	490	+21	+4%	$8.02B
50	50 Samsara IOT $24.9B	489	+42	+9%	$12B