← 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 MongoDB MDB $28.4B	915	+137	+18%	$30.5B
27	27 CoStar Group CSGP $12.8B	848	-58	-6%	$28.4B
28	28 Tyler Technologies TYL $14.9B	844	-14	-2%	$19.3B
29	29 Zoom ZM $27.8B	826	+71	+9%	$17.5B
30	30 Atlassian TEAM $52.2B	805	+44	+6%	$24.9B
31	31 Toast TOST $17.7B	804	+64	+9%	$15.9B
32	32 Factset FDS $10.7B	797	+23	+3%	$10.6B
33	33 Trimble TRMB $14B	796	+32	+4%	$17.8B
34	34 DocuSign DOCU $14.3B	791	-26	-3%	$11.6B
35	35 Fortive FTV $17.2B	786	+48	+7%	$18.1B
36	36 Jack Henry & Associates JKHY $11.1B	786	+50	+7%	$13.2B
37	37 SS&C Technologies SSNC $19.6B	759	+36	+5%	$18.1B
38	38 HubSpot HUBS $12B	748	-24	-3%	$18.9B
39	39 PTC PTC $21B	725	-9	-1%	$20.3B
40	40 Paycom PAYC $11.1B	719	-13	-2%	$7.96B
41	41 Guidewire Software GWRE $14B	671	-18	-3%	$16.7B
42	42 Dynatrace DT $18B	664	+36	+6%	$12.6B
43	43 Manhattan Associates MANH $13.2B	581	-37	-6%	$10.7B
44	44 Nutanix NTNX $18.4B	561	-60	-10%	$12.7B
45	45 Samsara IOT $24.5B	546	+30	+6%	$11.7B
46	46 UiPath PATH $6.88B	540	+67	+14%	$5.27B
47	47 Thomson Reuters TRI $47.1B	504	-19	-4%	$54.1B
48	48 Amdocs DOX $6.39B	492	-35	-7%	$8.38B
49	49 Bentley Systems BSY $10.8B	490	+23	+5%	$5.39B
50	50 RELX RELX $66.5B	490	-8	-2%	$3.28B