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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
51	51 Comscore SCOR $61.2M	139	+2	+1%	$1.18B
52	52 DELISTED Vonage Holdings Corporation VG	137	-19	-12%	$504M
53	53 Morningstar MORN $7.85B	135	-4	-3%	$1.16B
54	54 Veeva Systems VEEV $50.7B	132	+32	+32%	$1.58B
55	55 DELISTED ENVESTNET, INC. ENV	130	+5	+4%	$1.46B
56	EBIX 56 DELISTED Ebix Inc EBIX	122	-12	-9%	$362M
57	57 Calix CALX $2.34B	121	+6	+5%	$327M
58	58 SPS Commerce SPSC $3.13B	117	-9	-7%	$903M
59	59 Nice NICE $6.73B	114	-7	-6%	$851M
60	ECOM 60 DELISTED CHANNELADVISOR CORPORATION ECOM	108	-4	-4%	$409M
61	61 HealthStream HSTM $1.03B	108	+5	+5%	$441M
62	62 DELISTED PROS Holdings PRO	98	+1	+1%	$659M
63	63 RingCentral RNG $6.68B	93	+10	+12%	$364M
64	CSLT 64 DELISTED CASTLIGHT HEALTH, INC. CSLT	92	+2	+2%	$523M
65	LGTY 65 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	92	-2	-2%	$177M
66	66 DELISTED Brightcove, Inc. BCOV	87	-10	-10%	$109M
67	67 RELX RELX $66.7B	84	+11	+15%	$322M
68	68 Agilysys AGYS $3.2B	81	-9	-10%	$218M
69	MRIN 69 DELISTED Marin Software MRIN	79	0	0%	$135M
70	BNFT 70 DELISTED Benefitfocus, Inc. BNFT	70	+6	+9%	$518M
71	ZEN 71 DELISTED ZENDESK INC ZEN	64	+5	+8%	$548M
72	72 DELISTED MODEL N, INC. MODN	63	-2	-3%	$136M
73	73 Paylocity PCTY $8.82B	63	-5	-7%	$186M
74	74 Q2 Holdings QTWO $3.88B	61	+3	+5%	$124M
75	75 WIX.com WIX $3.4B	59	-2	-3%	$360M