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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 Teradata TDC $2.84B	405	0	0%	$4.04B
52	52 Thomson Reuters TRI $46.3B	400	+9	+2%	$11B
53	53 ZoomInfo Technologies GTM $1.17B	388	-6	-2%	$5.65B
54	54 SPS Commerce SPSC $3.1B	379	+5	+1%	$6.36B
55	55 NCR Voyix VYX $1.04B	373	+5	+1%	$3.43B
56	56 DELISTED Aspen Technology Inc AZPN	368	+13	+4%	$5.87B
57	57 DELISTED Dayforce DAY	361	+1	+0.3%	$11.6B
58	58 Nice NICE $6.69B	355	-28	-7%	$6.77B
59	59 Guidewire Software GWRE $14.4B	353	0	0%	$7.18B
60	60 DELISTED Smartsheet Inc. SMAR	353	+10	+3%	$4.89B
61	61 RELX RELX $66.7B	347	+8	+2%	$2.23B
62	62 DELISTED Confluent CFLT	345	+36	+12%	$5.74B
63	63 Bentley Systems BSY $10.9B	342	-4	-1%	$5.72B
64	64 Nutanix NTNX $18.8B	342	+26	+8%	$6.82B
65	65 Workiva WK $4.18B	332	+26	+8%	$4.69B
66	66 FIVE9 FIVN $2.62B	328	-8	-2%	$4.73B
67	67 Box BOX $5.38B	326	-17	-5%	$3.04B
68	68 WIX.com WIX $3.34B	325	-14	-4%	$4.4B
69	69 Morningstar MORN $7.79B	324	+31	+11%	$6.17B
70	70 Procore PCOR $8.75B	313	+21	+7%	$7.59B
71	71 Elastic ESTC $9.98B	312	+5	+2%	$6.3B
72	72 BlackLine BL $1.75B	298	+5	+2%	$3.23B
73	73 GitLab GTLB $9.11B	292	+13	+5%	$3.96B
74	74 Progress Software PRGS $1.66B	291	+2	+0.7%	$2.36B
75	75 monday.com MNDY $3.97B	290	+13	+5%	$5.5B