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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 $32.5B	303	-2	-0.7%	$3.69B
52	52 MongoDB MDB $27.1B	303	+12	+4%	$6.76B
53	53 FIVE9 FIVN $2.44B	288	-3	-1%	$4.89B
54	54 HubSpot HUBS $11.3B	282	-7	-2%	$5.7B
55	55 Open Text OTEX $6.17B	276	-13	-4%	$6.46B
56	56 Nice NICE $6.5B	271	-3	-1%	$4.63B
57	57 Paylocity PCTY $8.7B	271	+8	+3%	$3.24B
58	58 Manhattan Associates MANH $13B	270	-41	-13%	$3.44B
59	59 WIX.com WIX $3.15B	265	-14	-5%	$4.61B
60	AVLR 60 DELISTED Avalara, Inc. AVLR	259	-12	-4%	$5.05B
61	61 DELISTED Everbridge, Inc. Common Stock EVBG	253	+9	+4%	$4.06B
62	62 Box BOX $5.36B	252	+2	+0.8%	$1.68B
63	63 Nutanix NTNX $18.1B	249	-45	-15%	$2.19B
64	64 DELISTED ENVESTNET, INC. ENV	242	+6	+3%	$2.73B
65	MFGP 65 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	242	-18	-7%	$280M
66	66 BlackLine BL $1.72B	241	+13	+6%	$2.73B
67	67 SPS Commerce SPSC $3.06B	241	-10	-4%	$1.6B
68	PLAN 68 DELISTED Anaplan, Inc. PLAN	230	-22	-9%	$3.67B
69	69 DELISTED Vonage Holdings Corporation VG	228	-22	-9%	$1.62B
70	70 Blackbaud BLKB $2.32B	226	-18	-7%	$2.84B
71	71 Morningstar MORN $7.75B	222	-18	-8%	$2.35B
72	72 DELISTED CSG Systems International CSGS	221	-15	-6%	$1.34B
73	73 RELX RELX $67.6B	219	-28	-11%	$1.29B
74	74 Datadog DDOG $88.8B	218	+42	+24%	$3.19B
75	NEWR 75 DELISTED New Relic, Inc. NEWR	215	-42	-16%	$2.43B