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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	385	-7	-2%	$7.92B
52	52 Manhattan Associates MANH $13.2B	385	+14	+4%	$8.14B
53	53 Dynatrace DT $18.4B	378	+1	+0.3%	$9.89B
54	54 Thomson Reuters TRI $46.2B	378	-9	-2%	$10.6B
55	55 Guidewire Software GWRE $14.4B	372	+5	+1%	$5.19B
56	56 NCR Voyix VYX $1.02B	369	-30	-8%	$2.44B
57	57 RingCentral RNG $6.53B	357	-24	-6%	$3.34B
58	COUP 58 DELISTED Coupa Software Incorporated COUP	356	+1	+0.3%	$4.49B
59	59 Nice NICE $6.68B	341	0	0%	$7.65B
60	60 DELISTED Aspen Technology Inc AZPN	338	+29	+9%	$6.89B
61	61 FIVE9 FIVN $2.62B	336	+3	+0.9%	$5.36B
62	62 Teradata TDC $2.84B	336	-12	-3%	$2.98B
63	63 Elastic ESTC $9.98B	334	-1	-0.3%	$5.18B
64	64 DELISTED Dayforce DAY	330	+7	+2%	$8.99B
65	65 Box BOX $5.38B	324	-2	-0.6%	$3.01B
66	66 SPS Commerce SPSC $3.11B	324	+8	+3%	$4.5B
67	67 Morningstar MORN $7.79B	311	-13	-4%	$4.99B
68	68 WIX.com WIX $3.33B	303	+13	+4%	$4.05B
69	69 UiPath PATH $6.99B	302	-10	-3%	$3.97B
70	70 BlackLine BL $1.75B	296	-9	-3%	$3.6B
71	71 DELISTED Smartsheet Inc. SMAR	293	-9	-3%	$4.08B
72	72 Nutanix NTNX $18.8B	289	+22	+8%	$3.68B
73	AYX 73 DELISTED Alteryx Inc AYX	288	+12	+4%	$2.87B
74	74 Bentley Systems BSY $10.9B	288	+24	+9%	$3.11B
75	75 Clarivate CLVT $1.12B	286	+3	+1%	$5.24B