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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	AYX 51 DELISTED Alteryx Inc AYX	292	+15	+5%	$4.96B
52	52 MongoDB MDB $29B	288	-13	-4%	$5.35B
53	53 DELISTED Vonage Holdings Corporation VG	273	+11	+4%	$2.5B
54	54 Axon Enterprise AXON $33.2B	272	-24	-8%	$3.02B
55	55 WIX.com WIX $3.29B	271	+11	+4%	$4.98B
56	56 Open Text OTEX $6.15B	270	-27	-9%	$7.47B
57	57 FIVE9 FIVN $2.62B	262	+13	+5%	$3.36B
58	58 Nice NICE $6.71B	262	-7	-3%	$4.39B
59	59 Nutanix NTNX $18.7B	259	-27	-9%	$3.29B
60	60 Paylocity PCTY $8.79B	255	-4	-2%	$3.48B
61	61 Box BOX $5.36B	251	-7	-3%	$1.9B
62	AVLR 62 DELISTED Avalara, Inc. AVLR	248	+21	+9%	$4.23B
63	63 Morningstar MORN $7.78B	244	+10	+4%	$2.88B
64	64 Blackbaud BLKB $2.27B	240	+17	+8%	$4.55B
65	NEWR 65 DELISTED New Relic, Inc. NEWR	235	-59	-20%	$2.97B
66	MFGP 66 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	234	-29	-11%	$850M
67	67 SPS Commerce SPSC $3.1B	234	-6	-3%	$1.6B
68	68 DELISTED Smartsheet Inc. SMAR	233	+12	+5%	$3.14B
69	69 Progress Software PRGS $1.65B	229	-13	-5%	$1.6B
70	70 DELISTED CSG Systems International CSGS	227	+10	+5%	$1.69B
71	71 DELISTED ENVESTNET, INC. ENV	224	-9	-4%	$3.59B
72	72 DELISTED Everbridge, Inc. Common Stock EVBG	221	-10	-4%	$2.16B
73	73 RELX RELX $66.6B	216	+8	+4%	$1.29B
74	74 Zoom ZM $28.3B	216	+18	+9%	$2.17B
75	75 BlackLine BL $1.73B	215	-2	-0.9%	$2.45B