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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 Dropbox DBX $7.95B	456	+2	+0.4%	$5.87B
52	52 SPS Commerce SPSC $3.13B	448	-12	-3%	$4.99B
53	53 Samsara IOT $24.9B	447	+13	+3%	$10.1B
54	54 UiPath PATH $7.15B	446	-15	-3%	$3.25B
55	55 Bentley Systems BSY $10.9B	436	+2	+0.5%	$4.85B
56	56 Elastic ESTC $10.2B	432	+8	+2%	$7.88B
57	57 monday.com MNDY $3.99B	432	-7	-2%	$9.89B
58	58 GitLab GTLB $9.32B	429	+17	+4%	$5.96B
59	59 Commault Systems CVLT $6.59B	425	-12	-3%	$7.02B
60	60 WIX.com WIX $3.4B	414	-15	-3%	$7.8B
61	61 DELISTED Confluent CFLT	400	+14	+4%	$6.09B
62	62 Procore PCOR $8.9B	400	-1	-0.2%	$9.53B
63	63 DELISTED Dayforce DAY	397	+2	+0.5%	$10.1B
64	64 BILL Holdings BILL $4B	394	-18	-4%	$4.28B
65	65 Box BOX $5.42B	392	-8	-2%	$4.53B
66	66 AppFolio APPF $7.74B	381	-7	-2%	$4.39B
67	67 DELISTED Clearwater Analytics CWAN	370	+17	+5%	$6.34B
68	68 Teradata TDC $2.91B	362	-23	-6%	$2.09B
69	69 Nice NICE $6.73B	361	-46	-11%	$5.7B
70	70 ZoomInfo Technologies GTM $1.19B	360	+28	+8%	$2.91B
71	71 Descartes Systems DSGX $7.58B	357	-15	-4%	$6.75B
72	72 CCC Intelligent Solutions CCC $4.49B	337	+28	+9%	$5.91B
73	73 Q2 Holdings QTWO $3.88B	337	0	0%	$5.21B
74	74 Workiva WK $4.2B	329	+14	+4%	$3.59B
75	75 Pegasystems PEGA $5.91B	328	+7	+2%	$3.09B