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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 WIX.com WIX $3.4B	407	+19	+5%	$13.6B
52	AVLR 52 DELISTED Avalara, Inc. AVLR	403	-37	-8%	$10.1B
53	53 FIVE9 FIVN $2.62B	392	-12	-3%	$10.3B
54	54 Guidewire Software GWRE $14.4B	379	-30	-7%	$8.58B
55	55 Dynatrace DT $18.4B	368	+26	+8%	$12.9B
56	56 Thomson Reuters TRI $46.7B	365	+16	+5%	$9.62B
57	57 NCR Voyix VYX $1.04B	364	+18	+5%	$4.61B
58	58 BlackLine BL $1.77B	354	+1	+0.3%	$5.97B
59	AYX 59 DELISTED Alteryx Inc AYX	342	-42	-11%	$3.88B
60	60 Elastic ESTC $10.2B	339	+13	+4%	$7.78B
61	61 Nice NICE $6.73B	338	-7	-2%	$8.46B
62	62 Teradata TDC $2.91B	337	+41	+14%	$3.9B
63	63 Appian APPN $3.14B	323	+21	+7%	$3.74B
64	64 Manhattan Associates MANH $13.2B	319	+10	+3%	$7.46B
65	65 BILL Holdings BILL $4B	312	+26	+9%	$11.6B
66	66 Morningstar MORN $7.85B	308	+7	+2%	$4.83B
67	67 Paylocity PCTY $8.82B	307	-11	-3%	$6.78B
68	68 DELISTED Everbridge, Inc. Common Stock EVBG	305	+6	+2%	$4.71B
69	69 Box BOX $5.42B	304	+15	+5%	$3.08B
70	PLAN 70 DELISTED Anaplan, Inc. PLAN	304	-24	-7%	$7.27B
71	71 SPS Commerce SPSC $3.13B	290	0	0%	$3.49B
72	72 DELISTED Dayforce DAY	285	-2	-0.7%	$12.8B
73	73 Open Text OTEX $6.25B	283	+4	+1%	$8.76B
74	74 Nutanix NTNX $18.9B	280	-17	-6%	$3.87B
75	75 DELISTED Smartsheet Inc. SMAR	278	-37	-12%	$7.06B