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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 $12.2B	906	+32	+4%	$34.9B
27	27 Tyler Technologies TYL $14.3B	858	+15	+2%	$21.1B
28	28 DocuSign DOCU $14.1B	817	+34	+4%	$12.2B
29	29 MongoDB MDB $28.7B	778	+84	+12%	$22.7B
30	30 Factset FDS $10.3B	774	-63	-8%	$10.6B
31	31 HubSpot HUBS $11.3B	772	-16	-2%	$21.8B
32	32 Trimble TRMB $13.8B	764	+26	+4%	$18.7B
33	33 Atlassian TEAM $51.8B	761	-55	-7%	$23.2B
34	34 Zoom ZM $27.6B	755	+34	+5%	$15.8B
35	35 Toast TOST $17.3B	740	-11	-1%	$16B
36	36 Fortive FTV $17.3B	738	-59	-7%	$15.5B
37	37 Jack Henry & Associates JKHY $10.9B	736	+22	+3%	$10.3B
38	38 PTC PTC $21B	734	+69	+10%	$23.4B
39	39 Paycom PAYC $10.8B	732	-16	-2%	$10.5B
40	40 SS&C Technologies SSNC $19.3B	723	+30	+4%	$18B
41	41 Guidewire Software GWRE $13.5B	689	+12	+2%	$19.2B
42	42 Dynatrace DT $18.4B	628	0	0%	$14.2B
43	43 Nutanix NTNX $18.9B	621	+5	+0.8%	$18.4B
44	44 Manhattan Associates MANH $12.8B	618	+27	+5%	$12.4B
45	45 Amdocs DOX $6.19B	527	-14	-3%	$8.71B
46	46 Thomson Reuters TRI $45.7B	523	-12	-2%	$61.8B
47	47 Samsara IOT $23.9B	516	+27	+6%	$11.6B
48	48 RELX RELX $64.1B	498	-12	-2%	$3.75B
49	49 Paylocity PCTY $8.44B	485	-5	-1%	$6.68B
50	50 UiPath PATH $6.81B	473	+18	+4%	$4B