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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
RELX icon
51
RELX
RELX
$66.7B
435 +11 +3% $3.38B
DBX icon
52
Dropbox
DBX
$7.95B
431 -15 -3% $4.99B
BSY icon
53
Bentley Systems
BSY
$10.9B
420 +37 +10% $6.02B
NICE icon
54
Nice
NICE
$6.73B
405 -30 -7% $6.76B
MNDY icon
55
monday.com
MNDY
$3.99B
395 -2 -0.5% $9.41B
SMAR icon
56
DELISTED
Smartsheet Inc.
SMAR
395 +36 +10% $5.49B
AZPN icon
57
DELISTED
Aspen Technology Inc
AZPN
394 +4 +1% $5.79B
PCOR icon
58
Procore
PCOR
$8.9B
393 +17 +5% $8.51B
MORN icon
59
Morningstar
MORN
$7.85B
392 +7 +2% $7.63B
APPF icon
60
AppFolio
APPF
$7.74B
391 +25 +7% $4.61B
TDC icon
61
Teradata
TDC
$2.91B
388 -14 -3% $3.02B
ESTC icon
62
Elastic
ESTC
$10.2B
381 +22 +6% $9.59B
CFLT icon
63
DELISTED
Confluent
CFLT
373 -27 -7% $6.83B
DAY icon
64
DELISTED
Dayforce
DAY
364 -22 -6% $9.15B
WIX icon
65
WIX.com
WIX
$3.4B
364 -4 -1% $7.35B
GTLB icon
66
GitLab
GTLB
$9.32B
358 -4 -1% $5.38B
BOX icon
67
Box
BOX
$5.42B
349 +7 +2% $3.68B
CVLT icon
68
Commault Systems
CVLT
$6.59B
343 +51 +17% $5.05B
GTM icon
69
ZoomInfo Technologies
GTM
$1.19B
342 0 0% $4.16B
VYX icon
70
NCR Voyix
VYX
$1.04B
341 +1 +0.3% $1.89B
BILL icon
71
BILL Holdings
BILL
$4B
338 -38 -10% $4.86B
IOT icon
72
Samsara
IOT
$24.9B
333 +15 +5% $6.92B
DSGX icon
73
Descartes Systems
DSGX
$7.58B
323 +22 +7% $6.45B
BL icon
74
BlackLine
BL
$1.77B
313 +9 +3% $3.04B
CCC icon
75
CCC Intelligent Solutions
CCC
$4.49B
307 +43 +16% $6.75B