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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	409	-14	-3%	$7.9B
52	COUP 52 DELISTED Coupa Software Incorporated COUP	403	-54	-12%	$7.54B
53	53 NCR Voyix VYX $1.04B	390	+3	+0.8%	$5.02B
54	54 Thomson Reuters TRI $46.7B	384	-14	-4%	$11B
55	55 Guidewire Software GWRE $14.4B	383	-21	-5%	$7.96B
56	56 Dynatrace DT $18.4B	382	-14	-4%	$12.8B
57	57 Teradata TDC $2.91B	375	+7	+2%	$5.08B
58	58 Manhattan Associates MANH $13.2B	370	-26	-7%	$8.52B
59	59 Elastic ESTC $10.2B	362	-19	-5%	$6.13B
60	60 Nice NICE $6.73B	355	-11	-3%	$8.9B
61	61 FIVE9 FIVN $2.62B	348	-33	-9%	$7.77B
62	62 ZoomInfo Technologies GTM $1.19B	348	+12	+4%	$20.4B
63	63 Paylocity PCTY $8.82B	348	-4	-1%	$8.03B
64	PLAN 64 DELISTED Anaplan, Inc. PLAN	336	+61	+22%	$9.31B
65	65 Morningstar MORN $7.85B	335	-5	-1%	$6.41B
66	66 DELISTED Dayforce DAY	331	+17	+5%	$11.1B
67	67 BlackLine BL $1.77B	329	-36	-10%	$4.38B
68	68 SPS Commerce SPSC $3.13B	326	-5	-2%	$4.7B
69	69 DELISTED Smartsheet Inc. SMAR	322	-37	-10%	$6.37B
70	70 Box BOX $5.42B	321	+8	+3%	$3.54B
71	71 WIX.com WIX $3.4B	313	-39	-11%	$5.18B
72	72 Asana ASAN $2.39B	307	-44	-13%	$2.4B
73	73 Nutanix NTNX $18.9B	300	-7	-2%	$4.54B
74	AYX 74 DELISTED Alteryx Inc AYX	289	+4	+1%	$3.68B
75	75 Workiva WK $4.2B	288	-29	-9%	$5.23B