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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 FIVE9 FIVN $2.62B	342	+54	+19%	$7.27B
52	AVLR 52 DELISTED Avalara, Inc. AVLR	340	+81	+31%	$9.62B
53	53 HubSpot HUBS $11.8B	337	+55	+20%	$9.5B
54	54 NCR Voyix VYX $1.02B	331	-13	-4%	$1.99B
55	55 Thomson Reuters TRI $46.3B	325	+3	+0.9%	$7.08B
56	56 Teradata TDC $2.84B	308	-1	-0.3%	$2.3B
57	57 DELISTED Everbridge, Inc. Common Stock EVBG	299	+46	+18%	$5.23B
58	58 WIX.com WIX $3.33B	296	+31	+12%	$11.8B
59	59 Open Text OTEX $6.19B	286	+10	+4%	$7.7B
60	60 Box BOX $5.38B	280	+28	+11%	$2.54B
61	61 Paylocity PCTY $8.81B	280	+9	+3%	$5.53B
62	62 Dynatrace DT $18.3B	279	+125	+81%	$10.5B
63	63 Nice NICE $6.68B	278	+7	+3%	$6.42B
64	64 BlackLine BL $1.75B	274	+33	+14%	$4.41B
65	65 Manhattan Associates MANH $13.2B	271	+1	+0.4%	$6.29B
66	66 SPS Commerce SPSC $3.11B	264	+23	+10%	$2.64B
67	67 Elastic ESTC $9.98B	261	+56	+27%	$5.71B
68	PLAN 68 DELISTED Anaplan, Inc. PLAN	261	+31	+13%	$5.94B
69	69 DELISTED ENVESTNET, INC. ENV	256	+14	+6%	$3.89B
70	70 DELISTED Smartsheet Inc. SMAR	256	+44	+21%	$6.1B
71	71 Nutanix NTNX $18.8B	254	+5	+2%	$3.29B
72	72 Morningstar MORN $7.79B	250	+28	+13%	$2.93B
73	NEWR 73 DELISTED New Relic, Inc. NEWR	240	+25	+12%	$3.71B
74	74 DELISTED Vonage Holdings Corporation VG	240	+12	+5%	$2.19B
75	MFGP 75 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	235	-7	-3%	$286M