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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
DBX icon
51
Dropbox
DBX
$7.91B
470 +1 +0.2% $5.96B
BSY icon
52
Bentley Systems
BSY
$10.9B
467 +15 +3% $6.92B
MORN icon
53
Morningstar
MORN
$7.77B
451 -29 -6% $5.78B
CVLT icon
54
Commault Systems
CVLT
$6.48B
446 -13 -3% $8.71B
ESTC icon
55
Elastic
ESTC
$9.95B
438 -8 -2% $7.52B
MNDY icon
56
monday.com
MNDY
$3.98B
428 -40 -9% $7.78B
WIX icon
57
WIX.com
WIX
$3.3B
427 +21 +5% $9.08B
PEGA icon
58
Pegasystems
PEGA
$5.86B
426 +11 +3% $5.58B
GTLB icon
59
GitLab
GTLB
$9.13B
425 +3 +0.7% $6.13B
APPF icon
60
AppFolio
APPF
$7.69B
412 +27 +7% $5.55B
BOX icon
61
Box
BOX
$5.41B
408 -8 -2% $4.84B
PCOR icon
62
Procore
PCOR
$8.97B
408 +1 +0.2% $10.7B
SPSC icon
63
SPS Commerce
SPSC
$3.09B
403 -48 -11% $4.04B
DAY icon
64
DELISTED
Dayforce
DAY
397 +14 +4% $11.2B
CFLT icon
65
DELISTED
Confluent
CFLT
385 -11 -3% $5.18B
NICE icon
66
Nice
NICE
$6.72B
378 +10 +3% $4.98B
DSGX icon
67
Descartes Systems
DSGX
$7.57B
374 +17 +5% $6.14B
BILL icon
68
BILL Holdings
BILL
$3.92B
365 -6 -2% $5.43B
TDC icon
69
Teradata
TDC
$2.84B
365 -5 -1% $2.07B
ZETA icon
70
Zeta Global
ZETA
$8.21B
359 +44 +14% $3.48B
CCC icon
71
CCC Intelligent Solutions
CCC
$4.49B
354 +17 +5% $6.33B
GTM icon
72
ZoomInfo Technologies
GTM
$1.18B
353 0 0% $3.1B
CWAN icon
73
DELISTED
Clearwater Analytics
CWAN
329 -69 -17% $5.05B
QTWO icon
74
Q2 Holdings
QTWO
$3.84B
328 0 0% $4.81B
DV icon
75
DoubleVerify
DV
$2.11B
326 +10 +3% $1.96B
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