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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 Amdocs DOX $6.38B	412	-12	-3%	$8.82B
52	52 FIVE9 FIVN $2.58B	401	+3	+0.8%	$10.5B
53	AVLR 53 DELISTED Avalara, Inc. AVLR	391	-11	-3%	$13.9B
54	54 Thomson Reuters TRI $47.2B	387	+16	+4%	$11.9B
55	55 Dynatrace DT $18.3B	375	+7	+2%	$19.3B
56	56 Guidewire Software GWRE $14.5B	374	+2	+0.5%	$9.98B
57	57 NCR Voyix VYX $1.02B	374	-23	-6%	$4.7B
58	58 Teradata TDC $2.86B	372	+20	+6%	$5.85B
59	59 WIX.com WIX $3.32B	364	-39	-10%	$10B
60	60 Manhattan Associates MANH $13.2B	363	+23	+7%	$9.43B
61	61 Elastic ESTC $9.77B	360	+17	+5%	$10.5B
62	62 Paylocity PCTY $8.73B	338	+37	+12%	$10.8B
63	63 BlackLine BL $1.75B	336	-2	-0.6%	$6.83B
64	64 Asana ASAN $2.39B	333	+102	+44%	$5.98B
65	65 DELISTED Vimeo VMEO	326	-51	-14%	$4.05B
66	66 Nutanix NTNX $18.5B	322	+6	+2%	$6.1B
67	67 Nice NICE $6.73B	320	+12	+4%	$11.5B
68	68 DELISTED Smartsheet Inc. SMAR	320	+1	+0.3%	$7.68B
69	69 Morningstar MORN $7.78B	317	+22	+7%	$5.83B
70	70 SPS Commerce SPSC $3.13B	315	+37	+13%	$5.8B
71	PLAN 71 DELISTED Anaplan, Inc. PLAN	313	+31	+11%	$8.3B
72	AYX 72 DELISTED Alteryx Inc AYX	304	-22	-7%	$3.44B
73	73 DELISTED Dayforce DAY	304	+20	+7%	$17.7B
74	74 Open Text OTEX $6.16B	293	+17	+6%	$9.03B
75	75 Appian APPN $3.03B	285	+1	+0.4%	$2.63B