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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	362	+20	+6%	$8.48B
52	52 WIX.com WIX $3.4B	361	+65	+22%	$11.8B
53	53 HubSpot HUBS $11.9B	358	+21	+6%	$12.2B
54	54 Snowflake SNOW $118B	338	+338	–	$16.6B
55	55 Axon Enterprise AXON $33.9B	336	-14	-4%	$5.02B
56	56 Thomson Reuters TRI $46.7B	320	-5	-2%	$8.65B
57	57 Dynatrace DT $18.4B	315	+36	+13%	$11B
58	58 NCR Voyix VYX $1.04B	309	-22	-7%	$2.6B
59	59 Nice NICE $6.73B	305	+27	+10%	$8.04B
60	60 Teradata TDC $2.91B	305	-3	-1%	$2.58B
61	61 BlackLine BL $1.77B	296	+22	+8%	$4.88B
62	62 Box BOX $5.42B	294	+14	+5%	$2.2B
63	63 DELISTED Everbridge, Inc. Common Stock EVBG	294	-5	-2%	$4.84B
64	64 Paylocity PCTY $8.82B	290	+10	+4%	$6.05B
65	65 Open Text OTEX $6.25B	284	-2	-0.7%	$7.8B
66	66 Elastic ESTC $10.2B	282	+21	+8%	$6.69B
67	67 Manhattan Associates MANH $13.2B	282	+11	+4%	$6.23B
68	68 Nutanix NTNX $18.9B	278	+24	+9%	$3.06B
69	69 DELISTED Smartsheet Inc. SMAR	275	+19	+7%	$5.78B
70	70 DELISTED ENVESTNET, INC. ENV	273	+17	+7%	$4.41B
71	PLAN 71 DELISTED Anaplan, Inc. PLAN	273	+12	+5%	$8.57B
72	72 Morningstar MORN $7.85B	269	+19	+8%	$3.3B
73	73 SPS Commerce SPSC $3.13B	261	-3	-1%	$2.73B
74	74 Pegasystems PEGA $5.91B	259	+31	+14%	$4.72B
75	75 DELISTED Vonage Holdings Corporation VG	249	+9	+4%	$2.32B