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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 WIX.com WIX $3.29B	147	+24	+20%	$3.29B
77	77 DELISTED Synchronoss Technologies SNCR	146	-5	-3%	$324M
78	78 HealthStream HSTM $1.04B	144	+8	+6%	$571M
79	79 OneSpan OSPN $653M	144	-8	-5%	$297M
80	80 DELISTED Everbridge, Inc. Common Stock EVBG	125	+6	+5%	$924M
81	81 DELISTED PROS Holdings PRO	116	+9	+8%	$1.08B
82	82 Descartes Systems DSGX $7.55B	113	+4	+4%	$1.77B
83	83 Upland Software UPLD $8.81M	112	+32	+40%	$310M
84	84 AppFolio APPF $7.51B	110	-2	-2%	$377M
85	LGTY 85 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	110	-1	-0.9%	$297M
86	86 Workiva WK $4.14B	106	+10	+10%	$450M
87	AYX 87 DELISTED Alteryx Inc AYX	105	+11	+12%	$751M
88	88 DELISTED Brightcove, Inc. BCOV	99	+11	+13%	$154M
89	89 DELISTED MODEL N, INC. MODN	97	+5	+5%	$378M
90	90 Agilysys AGYS $3.15B	90	+3	+3%	$238M
91	91 Calix CALX $2.33B	89	+4	+5%	$224M
92	92 MongoDB MDB $28.4B	86	+11	+15%	$588M
93	BNFT 93 DELISTED Benefitfocus, Inc. BNFT	81	+5	+7%	$678M
94	CSLT 94 DELISTED CASTLIGHT HEALTH, INC. CSLT	81	-9	-10%	$217M
95	95 Yext YEXT $707M	81	+3	+4%	$562M
96	96 DELISTED Simulations Plus SLP	77	+2	+3%	$89.4M
97	97 NRC Health Common Stock NRC $469M	74	-8	-10%	$192M
98	98 Appian APPN $2.96B	71	+14	+25%	$274M
99	99 Digimarc Corp DMRC $143M	70	-11	-14%	$148M
100	ECOM 100 DELISTED CHANNELADVISOR CORPORATION ECOM	70	-13	-16%	$176M