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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 Zoom ZM $28.3B	820	-6	-0.7%	$15.8B
27	27 MongoDB MDB $29B	817	-98	-11%	$17.5B
28	28 CoStar Group CSGP $13B	797	-51	-6%	$16.8B
29	29 Tyler Technologies TYL $14.8B	784	-60	-7%	$13.7B
30	30 Fortive FTV $17.4B	783	-3	-0.4%	$17.8B
31	31 Trimble TRMB $14.1B	779	-17	-2%	$14.3B
32	32 Jack Henry & Associates JKHY $10.9B	773	-13	-2%	$11.4B
33	33 Toast TOST $18.4B	761	-43	-5%	$11.9B
34	34 Factset FDS $10.8B	725	-72	-9%	$8.21B
35	35 SS&C Technologies SSNC $19.7B	721	-39	-5%	$13.6B
36	36 DocuSign DOCU $14.3B	709	-82	-10%	$8.5B
37	37 PTC PTC $21B	698	-27	-4%	$16.2B
38	38 HubSpot HUBS $11.9B	680	-68	-9%	$12B
39	39 Atlassian TEAM $54B	656	-149	-19%	$10.6B
40	40 Paycom PAYC $11.2B	599	-120	-17%	$5.51B
41	41 Guidewire Software GWRE $14.4B	597	-74	-11%	$12.8B
42	42 Dynatrace DT $18.3B	581	-83	-13%	$10.9B
43	43 Samsara IOT $24.8B	544	-2	-0.4%	$11.5B
44	44 Nutanix NTNX $18.8B	538	-23	-4%	$9.08B
45	45 UiPath PATH $7B	536	-4	-0.7%	$3.5B
46	46 Manhattan Associates MANH $13.2B	531	-50	-9%	$8.71B
47	47 Pegasystems PEGA $5.92B	484	+11	+2%	$3.95B
48	48 Amdocs DOX $6.34B	475	-17	-3%	$6.81B
49	49 Thomson Reuters TRI $46.7B	473	-31	-6%	$37.1B
50	50 RELX RELX $66.6B	449	-41	-8%	$2.83B