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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 ZoomInfo Technologies GTM $1.17B	386	-35	-8%	$10.9B
52	52 DELISTED Aspen Technology Inc AZPN	382	+44	+13%	$5.97B
53	53 Box BOX $5.38B	373	+49	+15%	$3.84B
54	COUP 54 DELISTED Coupa Software Incorporated COUP	368	+12	+3%	$5.97B
55	55 Teradata TDC $2.84B	362	+26	+8%	$3.01B
56	56 NCR Voyix VYX $1.04B	360	-9	-2%	$2.96B
57	57 Nice NICE $6.69B	358	+17	+5%	$7.81B
58	58 DELISTED Dayforce DAY	350	+20	+6%	$10.7B
59	59 Guidewire Software GWRE $14.4B	346	-26	-7%	$5.11B
60	60 Toast TOST $18.4B	344	+59	+21%	$5.41B
61	61 UiPath PATH $6.99B	335	+33	+11%	$3.97B
62	62 SPS Commerce SPSC $3.1B	335	+11	+3%	$4.62B
63	63 RingCentral RNG $6.55B	327	-30	-8%	$2.86B
64	64 FIVE9 FIVN $2.62B	326	-10	-3%	$5.11B
65	65 Elastic ESTC $9.98B	323	-11	-3%	$3.89B
66	66 Nutanix NTNX $18.8B	321	+32	+11%	$4.79B
67	67 DELISTED Smartsheet Inc. SMAR	319	+26	+9%	$4.68B
68	68 Morningstar MORN $7.79B	316	+5	+2%	$5.07B
69	69 WIX.com WIX $3.34B	314	+11	+4%	$3.75B
70	70 Bentley Systems BSY $10.9B	313	+25	+9%	$3.82B
71	71 RELX RELX $66.7B	305	+27	+10%	$1.8B
72	72 BlackLine BL $1.75B	300	+4	+1%	$4.01B
73	73 Clarivate CLVT $1.12B	289	+3	+1%	$4.72B
74	AYX 74 DELISTED Alteryx Inc AYX	280	-8	-3%	$2.64B
75	75 Progress Software PRGS $1.66B	274	+23	+9%	$2.18B