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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
BILL icon
51
BILL Holdings
BILL
$4B
411 -12 -3% $8.37B
SPSC icon
52
SPS Commerce
SPSC
$3.13B
402 +23 +6% $7.52B
NTNX icon
53
Nutanix
NTNX
$18.9B
399 +57 +17% $9.67B
RELX icon
54
RELX
RELX
$66.7B
397 +50 +14% $2.69B
DAY icon
55
DELISTED
Dayforce
DAY
395 +34 +9% $11.4B
GWRE icon
56
Guidewire Software
GWRE
$14.4B
385 +32 +9% $9.06B
BSY icon
57
Bentley Systems
BSY
$10.9B
382 +40 +12% $6.07B
NICE icon
58
Nice
NICE
$6.73B
379 +24 +7% $8.12B
SMAR icon
59
DELISTED
Smartsheet Inc.
SMAR
378 +25 +7% $5.91B
AZPN icon
60
DELISTED
Aspen Technology Inc
AZPN
369 +1 +0.3% $6.54B
CFLT icon
61
DELISTED
Confluent
CFLT
365 +20 +6% $4.51B
VYX icon
62
NCR Voyix
VYX
$1.04B
363 -10 -3% $2.38B
ESTC icon
63
Elastic
ESTC
$10.2B
358 +46 +15% $8.8B
MORN icon
64
Morningstar
MORN
$7.85B
353 +29 +9% $7.22B
PCOR icon
65
Procore
PCOR
$8.9B
352 +39 +12% $8.22B
WIX icon
66
WIX.com
WIX
$3.4B
349 +24 +7% $5.84B
FIVN icon
67
FIVE9
FIVN
$2.62B
348 +20 +6% $5.71B
GTLB icon
68
GitLab
GTLB
$9.32B
342 +50 +17% $5.64B
GTM icon
69
ZoomInfo Technologies
GTM
$1.19B
337 -51 -13% $6.22B
MNDY icon
70
monday.com
MNDY
$3.99B
336 +46 +16% $6.63B
BOX icon
71
Box
BOX
$5.42B
332 +6 +2% $3.21B
WK icon
72
Workiva
WK
$4.2B
324 -8 -2% $4.81B
BL icon
73
BlackLine
BL
$1.77B
316 +18 +6% $3.57B
APPF icon
74
AppFolio
APPF
$7.74B
294 +49 +20% $3.01B
DSGX icon
75
Descartes Systems
DSGX
$7.58B
288 +33 +13% $5.61B
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