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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 Open Text OTEX $6.25B	297	+12	+4%	$7.62B
52	52 Axon Enterprise AXON $33.9B	296	+17	+6%	$3.24B
53	53 Manhattan Associates MANH $13.2B	294	+2	+0.7%	$4.87B
54	NEWR 54 DELISTED New Relic, Inc. NEWR	294	-35	-11%	$4.04B
55	55 Nutanix NTNX $18.9B	286	-36	-11%	$3.17B
56	AYX 56 DELISTED Alteryx Inc AYX	277	+42	+18%	$4.84B
57	57 Nice NICE $6.73B	269	+20	+8%	$4.07B
58	MFGP 58 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	263	-22	-8%	$1.58B
59	59 DELISTED Vonage Holdings Corporation VG	262	+7	+3%	$2.47B
60	60 WIX.com WIX $3.4B	260	+13	+5%	$6.01B
61	61 Paylocity PCTY $8.82B	259	+34	+15%	$3.26B
62	62 Box BOX $5.42B	258	-12	-4%	$1.88B
63	63 FIVE9 FIVN $2.62B	249	-19	-7%	$3.22B
64	64 Progress Software PRGS $1.67B	242	-1	-0.4%	$1.84B
65	65 LiveRamp RAMP $2.28B	242	-3	-1%	$3.38B
66	66 SPS Commerce SPSC $3.13B	240	-7	-3%	$1.76B
67	67 Morningstar MORN $7.85B	234	-2	-0.8%	$2.76B
68	68 DELISTED ENVESTNET, INC. ENV	233	+5	+2%	$3.23B
69	69 DELISTED Everbridge, Inc. Common Stock EVBG	231	+4	+2%	$3.05B
70	AVLR 70 DELISTED Avalara, Inc. AVLR	227	+67	+42%	$4.29B
71	71 Blackbaud BLKB $2.33B	223	-11	-5%	$4.26B
72	72 DELISTED Smartsheet Inc. SMAR	221	+55	+33%	$4.14B
73	73 BlackLine BL $1.77B	217	+18	+9%	$2.51B
74	74 DELISTED CSG Systems International CSGS	217	-6	-3%	$1.63B
75	75 Commault Systems CVLT $6.59B	217	-41	-16%	$2.08B