← 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
51	51 LiveRamp RAMP $2.29B	207	+18	+10%	$2.16B
52	52 Commault Systems CVLT $6.4B	204	-7	-3%	$2.13B
53	53 DELISTED CSG Systems International CSGS	203	+15	+8%	$1.38B
54	54 RingCentral RNG $6.28B	202	+22	+12%	$2.88B
55	55 HubSpot HUBS $11.3B	199	+20	+11%	$3.3B
56	56 Axon Enterprise AXON $33.2B	198	+1	+0.5%	$1.45B
57	57 DELISTED ENVESTNET, INC. ENV	198	+28	+16%	$2.08B
58	58 Atlassian TEAM $51.8B	194	+49	+34%	$4B
59	ZEN 59 DELISTED ZENDESK INC ZEN	192	+25	+15%	$3.26B
60	EPAY 60 DELISTED Bottomline Technologies Inc EPAY	191	+25	+15%	$1.31B
61	61 Pegasystems PEGA $5.56B	184	+2	+1%	$1.75B
62	NEWR 62 DELISTED New Relic, Inc. NEWR	183	+11	+6%	$2.41B
63	63 Morningstar MORN $7.65B	181	+28	+18%	$1.61B
64	64 Nice NICE $6.5B	180	+15	+9%	$2.54B
65	65 8x8 Inc EGHT $290M	177	-8	-4%	$943M
66	EBIX 66 DELISTED Ebix Inc EBIX	175	+5	+3%	$1.63B
67	67 Donnelley Financial Solutions DFIN $1.21B	174	0	0%	$588M
68	68 Q2 Holdings QTWO $3.71B	163	+11	+7%	$1.4B
69	69 FIVE9 FIVN $2.47B	159	+8	+5%	$1.31B
70	70 Paylocity PCTY $8.44B	159	+9	+6%	$1.55B
71	71 SPS Commerce SPSC $3.07B	159	-2	-1%	$823M
72	72 OneSpan OSPN $648M	152	+9	+6%	$310M
73	73 DELISTED Synchronoss Technologies SNCR	151	-14	-8%	$348M
74	74 HealthStream HSTM $1.03B	136	+4	+3%	$527M
75	75 RELX RELX $64.1B	134	+23	+21%	$716M