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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
76	76 RELX RELX $66.7B	105	+2	+2%	$523M
77	BNFT 77 DELISTED Benefitfocus, Inc. BNFT	101	+13	+15%	$955M
78	ECOM 78 DELISTED CHANNELADVISOR CORPORATION ECOM	100	+1	+1%	$279M
79	CSLT 79 DELISTED CASTLIGHT HEALTH, INC. CSLT	98	-2	-2%	$215M
80	80 DELISTED PROS Holdings PRO	95	-11	-10%	$631M
81	81 Descartes Systems DSGX $7.54B	94	-1	-1%	$1.32B
82	LGTY 82 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	93	-3	-3%	$241M
83	83 Calix CALX $2.32B	86	-9	-9%	$237M
84	84 Agilysys AGYS $3.17B	80	+2	+3%	$220M
85	85 Digimarc Corp DMRC $141M	72	+13	+22%	$228M
86	86 Workiva WK $4.17B	71	+12	+20%	$197M
87	87 DELISTED Sapiens International SPNS	67	-4	-6%	$76.8M
88	88 DELISTED MODEL N, INC. MODN	63	-9	-13%	$205M
89	89 NRC Health Common Stock NRC $467M	63	-1	-2%	$84.8M
90	MTBL 90 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	62	-1	-2%	$16.7M
91	91 ReposiTrak TRAK $136M	61	+11	+22%	$63.6M
92	MRIN 92 DELISTED Marin Software MRIN	55	-9	-14%	$42M
93	93 DELISTED Everbridge, Inc. Common Stock EVBG	48	+48	–	$106M
94	94 DELISTED Simulations Plus SLP	42	-2	-5%	$39.3M
95	95 Ooma OOMA $562M	39	+4	+11%	$39.9M
96	96 AppFolio APPF $7.58B	33	+2	+6%	$94.3M
97	97 PowerFleet Inc AIOT $344M	32	+5	+19%	$28.6M
98	98 NetSol Technologies NTWK $77.7M	32	-1	-3%	$11M
99	99 PAR Technology PAR $690M	32	-4	-11%	$15.6M
100	QUMU 100 DELISTED Qumu Corp. QUMU	27	-5	-16%	$10.3M