← All themes

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 Teradata TDC $2.91B	405	+24	+6%	$4.89B
52	52 Toast TOST $18.6B	395	+31	+9%	$7.4B
53	53 ZoomInfo Technologies GTM $1.19B	394	+2	+0.5%	$9.27B
54	54 Thomson Reuters TRI $46.7B	391	-19	-5%	$11B
55	55 Nice NICE $6.73B	383	+10	+3%	$8.33B
56	56 SPS Commerce SPSC $3.13B	374	+13	+4%	$7.1B
57	57 NCR Voyix VYX $1.04B	368	+10	+3%	$3.22B
58	58 DELISTED Dayforce DAY	360	-17	-5%	$11.2B
59	59 DELISTED Aspen Technology Inc AZPN	355	-17	-5%	$4.83B
60	60 Guidewire Software GWRE $14.4B	353	+3	+0.9%	$6.16B
61	61 Bentley Systems BSY $10.9B	346	+27	+8%	$6.06B
62	62 Box BOX $5.42B	343	-21	-6%	$3.75B
63	63 DELISTED Smartsheet Inc. SMAR	343	-15	-4%	$4.64B
64	64 RELX RELX $66.7B	339	+15	+5%	$2.27B
65	65 WIX.com WIX $3.4B	339	+13	+4%	$3.73B
66	66 FIVE9 FIVN $2.62B	336	-3	-0.9%	$5.82B
67	67 Nutanix NTNX $18.9B	316	+16	+5%	$5.28B
68	68 DELISTED Confluent CFLT	309	+50	+19%	$6.38B
69	69 Elastic ESTC $10.2B	307	+1	+0.3%	$4.72B
70	70 Workiva WK $4.2B	306	-4	-1%	$4.62B
71	71 BlackLine BL $1.77B	293	-20	-6%	$3.12B
72	72 Morningstar MORN $7.85B	293	-8	-3%	$4.79B
73	73 Procore PCOR $8.9B	292	+26	+10%	$7.58B
74	74 Progress Software PRGS $1.67B	289	+5	+2%	$2.6B
75	75 RingCentral RNG $6.68B	286	-15	-5%	$2.66B