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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 DELISTED Aspen Technology Inc AZPN	424	+30	+8%	$6.99B
52	52 Dropbox DBX $7.92B	424	-7	-2%	$5.59B
53	53 UiPath PATH $7B	422	-57	-12%	$3.84B
54	54 Commault Systems CVLT $6.53B	414	+71	+21%	$6.31B
55	55 Bentley Systems BSY $10.9B	413	-7	-2%	$6.18B
56	56 DELISTED Smartsheet Inc. SMAR	411	+16	+4%	$7.18B
57	57 Morningstar MORN $7.79B	410	+18	+5%	$8.25B
58	58 monday.com MNDY $3.98B	402	+7	+2%	$10.9B
59	59 Nice NICE $6.69B	397	-8	-2%	$6.6B
60	60 Box BOX $5.38B	395	+46	+13%	$4.66B
61	61 GitLab GTLB $9.11B	395	+37	+10%	$5.79B
62	62 WIX.com WIX $3.34B	388	+24	+7%	$7.69B
63	63 Samsara IOT $24.7B	386	+53	+16%	$10.9B
64	64 AppFolio APPF $7.73B	384	-7	-2%	$4.5B
65	65 Procore PCOR $8.75B	374	-19	-5%	$8.15B
66	66 Teradata TDC $2.84B	372	-16	-4%	$2.64B
67	67 Elastic ESTC $9.98B	370	-11	-3%	$6.45B
68	68 DELISTED Dayforce DAY	360	-4	-1%	$11.3B
69	69 BILL Holdings BILL $3.92B	343	+5	+1%	$4.79B
70	70 DELISTED Confluent CFLT	343	-30	-8%	$4.57B
71	71 Descartes Systems DSGX $7.56B	342	+19	+6%	$6.9B
72	72 NCR Voyix VYX $1.04B	333	-8	-2%	$2.06B
73	73 Progress Software PRGS $1.66B	328	+23	+8%	$3.28B
74	74 ZoomInfo Technologies GTM $1.17B	323	-19	-6%	$3.09B
75	75 DoubleVerify DV $2.11B	315	+8	+3%	$2.87B