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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 Axon Enterprise AXON $33.2B	305	+33	+12%	$4.01B
52	52 Nutanix NTNX $18.9B	294	+35	+14%	$4.19B
53	53 FIVE9 FIVN $2.47B	291	+29	+11%	$4.06B
54	54 MongoDB MDB $28.7B	291	+3	+1%	$6.25B
55	55 HubSpot HUBS $11.3B	289	-6	-2%	$6.41B
56	56 Open Text OTEX $6.05B	289	+19	+7%	$8.08B
57	57 WIX.com WIX $3.11B	279	+8	+3%	$5.46B
58	58 Nice NICE $6.5B	274	+12	+5%	$4.84B
59	AVLR 59 DELISTED Avalara, Inc. AVLR	271	+23	+9%	$4.6B
60	60 Paylocity PCTY $8.44B	263	+8	+3%	$4.36B
61	MFGP 61 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	260	+26	+11%	$817M
62	NEWR 62 DELISTED New Relic, Inc. NEWR	257	+22	+9%	$3.27B
63	PLAN 63 DELISTED Anaplan, Inc. PLAN	252	+40	+19%	$5.57B
64	64 SPS Commerce SPSC $3.07B	251	+17	+7%	$1.87B
65	65 Box BOX $5.22B	250	-1	-0.4%	$1.98B
66	66 DELISTED Vonage Holdings Corporation VG	250	-23	-8%	$1.65B
67	67 RELX RELX $64.1B	247	+31	+14%	$1.45B
68	68 Blackbaud BLKB $2.22B	244	+4	+2%	$4.12B
69	69 DELISTED Everbridge, Inc. Common Stock EVBG	244	+23	+10%	$2.86B
70	70 Morningstar MORN $7.65B	240	-4	-2%	$3.04B
71	71 DELISTED CSG Systems International CSGS	236	+9	+4%	$1.69B
72	72 DELISTED ENVESTNET, INC. ENV	236	+12	+5%	$3.54B
73	73 Zoom ZM $27.6B	233	+17	+8%	$4.26B
74	74 BlackLine BL $1.7B	228	+13	+6%	$2.71B
75	75 Progress Software PRGS $1.58B	228	-1	-0.4%	$1.78B