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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	AVLR 51 DELISTED Avalara, Inc. AVLR	423	+32	+8%	$10.4B
52	52 Amdocs DOX $6.34B	417	+5	+1%	$8.57B
53	53 Guidewire Software GWRE $14.4B	404	+30	+8%	$9.66B
54	54 Thomson Reuters TRI $46.7B	398	+11	+3%	$12B
55	55 Dynatrace DT $18.4B	396	+21	+6%	$16.3B
56	56 Manhattan Associates MANH $13.2B	396	+33	+9%	$9.51B
57	57 NCR Voyix VYX $1.04B	387	+13	+3%	$4.91B
58	58 Elastic ESTC $10.2B	381	+21	+6%	$8.96B
59	59 FIVE9 FIVN $2.62B	381	-20	-5%	$9.34B
60	60 Teradata TDC $2.91B	368	-4	-1%	$4.53B
61	61 Nice NICE $6.73B	366	+46	+14%	$12.6B
62	62 BlackLine BL $1.77B	365	+29	+9%	$6.26B
63	63 DELISTED Smartsheet Inc. SMAR	359	+39	+12%	$8.92B
64	64 Paylocity PCTY $8.82B	352	+14	+4%	$9.02B
65	65 WIX.com WIX $3.4B	352	-12	-3%	$8.09B
66	66 Asana ASAN $2.39B	351	+18	+5%	$4.38B
67	67 Morningstar MORN $7.85B	340	+23	+7%	$7.92B
68	68 ZoomInfo Technologies GTM $1.19B	336	+54	+19%	$21.5B
69	69 SPS Commerce SPSC $3.13B	331	+16	+5%	$5.06B
70	70 UiPath PATH $7.15B	328	+57	+21%	$12.2B
71	71 Workiva WK $4.2B	317	+36	+13%	$5.53B
72	72 DELISTED Dayforce DAY	314	+10	+3%	$16.7B
73	73 Box BOX $5.42B	313	+39	+14%	$3.29B
74	74 Nutanix NTNX $18.9B	307	-15	-5%	$5.26B
75	75 Sprout Social SPT $701M	304	+21	+7%	$3.81B