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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	392	-17	-4%	$5.7B
52	52 Thomson Reuters TRI $47.1B	387	+3	+0.8%	$10.9B
53	53 RingCentral RNG $6.47B	381	-42	-10%	$4.34B
54	54 Dynatrace DT $18.5B	377	-5	-1%	$10.9B
55	55 Manhattan Associates MANH $13.2B	371	+1	+0.3%	$7.03B
56	56 Guidewire Software GWRE $14.5B	367	-16	-4%	$5.92B
57	57 ZoomInfo Technologies GTM $1.18B	362	+14	+4%	$11.8B
58	COUP 58 DELISTED Coupa Software Incorporated COUP	355	-48	-12%	$4.36B
59	59 Teradata TDC $2.84B	348	-27	-7%	$3.69B
60	60 Nice NICE $6.73B	341	-14	-4%	$7.71B
61	61 Paylocity PCTY $8.77B	341	-7	-2%	$7.01B
62	62 Elastic ESTC $9.92B	335	-27	-7%	$4.82B
63	63 FIVE9 FIVN $2.59B	333	-15	-4%	$6.56B
64	64 Box BOX $5.41B	326	+5	+2%	$3.1B
65	65 Morningstar MORN $7.77B	324	-11	-3%	$5.67B
66	66 DELISTED Dayforce DAY	323	-8	-2%	$7.62B
67	67 SPS Commerce SPSC $3.11B	316	-10	-3%	$4.09B
68	68 UiPath PATH $7B	312	+25	+9%	$5.34B
69	69 DELISTED Aspen Technology Inc AZPN	309	+308	+30,800%	$4.39B
70	70 BlackLine BL $1.74B	305	-24	-7%	$4.11B
71	71 DELISTED Smartsheet Inc. SMAR	302	-20	-6%	$3.76B
72	72 WIX.com WIX $3.3B	290	-23	-7%	$3.27B
73	73 Clarivate CLVT $1.11B	283	-2	-0.7%	$7.84B
74	74 RELX RELX $66.6B	279	+7	+3%	$1.81B
75	75 Open Text OTEX $6.13B	277	-9	-3%	$6.75B