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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 $1.19B	392	+6	+2%	$8.64B
52	52 Teradata TDC $2.91B	381	+19	+5%	$3.68B
53	53 DELISTED Dayforce DAY	377	+27	+8%	$12B
54	54 Nice NICE $6.73B	373	+15	+4%	$9.56B
55	55 DELISTED Aspen Technology Inc AZPN	372	-10	-3%	$6.86B
56	56 Box BOX $5.42B	364	-9	-2%	$3.38B
57	57 Toast TOST $18.6B	364	+20	+6%	$5.44B
58	58 SPS Commerce SPSC $3.13B	361	+26	+8%	$5.56B
59	59 DELISTED Smartsheet Inc. SMAR	358	+39	+12%	$5.8B
60	60 NCR Voyix VYX $1.04B	358	-2	-0.6%	$2.99B
61	61 UiPath PATH $7.15B	357	+22	+7%	$5.57B
62	62 Guidewire Software GWRE $14.4B	350	+4	+1%	$6.63B
63	63 FIVE9 FIVN $2.62B	339	+13	+4%	$5.18B
64	64 WIX.com WIX $3.4B	326	+12	+4%	$4.75B
65	65 RELX RELX $66.7B	324	+19	+6%	$2.16B
66	66 Bentley Systems BSY $10.9B	319	+6	+2%	$4.42B
67	67 BlackLine BL $1.77B	313	+13	+4%	$4.04B
68	68 Workiva WK $4.2B	310	+39	+14%	$4.61B
69	69 Elastic ESTC $10.2B	306	-17	-5%	$4.29B
70	AYX 70 DELISTED Alteryx Inc AYX	302	+22	+8%	$3.17B
71	71 Morningstar MORN $7.85B	301	-15	-5%	$4.85B
72	72 RingCentral RNG $6.68B	301	-26	-8%	$2.45B
73	73 Nutanix NTNX $18.9B	300	-21	-7%	$4.86B
74	74 Clarivate CLVT $1.11B	294	+5	+2%	$5.44B
75	75 Progress Software PRGS $1.67B	284	+10	+4%	$2.67B