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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 Open Text OTEX $6.25B	293	0	0%	$8.59B
77	77 Clarivate CLVT $1.11B	290	+17	+6%	$13.4B
78	AYX 78 DELISTED Alteryx Inc AYX	285	-19	-6%	$2.95B
79	79 DELISTED Vimeo VMEO	282	-44	-13%	$2.46B
80	NEWR 80 DELISTED New Relic, Inc. NEWR	277	+39	+16%	$6.43B
81	PLAN 81 DELISTED Anaplan, Inc. PLAN	275	-38	-12%	$6.42B
82	82 DELISTED Everbridge, Inc. Common Stock EVBG	268	-15	-5%	$2.59B
83	83 DELISTED Vonage Holdings Corporation VG	268	+13	+5%	$5.11B
84	84 Appian APPN $3.14B	267	-18	-6%	$1.82B
85	85 Pegasystems PEGA $5.91B	265	+22	+9%	$4.44B
86	86 RELX RELX $66.7B	259	+18	+7%	$2.31B
87	87 Bentley Systems BSY $10.9B	257	-4	-2%	$4.45B
88	88 Progress Software PRGS $1.67B	257	+5	+2%	$2.1B
89	89 DELISTED ENVESTNET, INC. ENV	256	+25	+11%	$4.46B
90	90 Blackbaud BLKB $2.33B	251	+12	+5%	$3.92B
91	91 DELISTED CSG Systems International CSGS	250	+29	+13%	$1.82B
92	92 Commault Systems CVLT $6.59B	248	-10	-4%	$2.95B
93	EPAY 93 DELISTED Bottomline Technologies Inc EPAY	242	+39	+19%	$2.31B
94	94 LiveRamp RAMP $2.28B	235	+9	+4%	$3.05B
95	95 PagerDuty PD $1.36B	231	-6	-3%	$2.71B
96	96 Q2 Holdings QTWO $3.88B	231	-6	-3%	$4.91B
97	97 Descartes Systems DSGX $7.58B	222	+17	+8%	$5.26B
98	98 Donnelley Financial Solutions DFIN $1.26B	221	+30	+16%	$1.39B
99	99 DELISTED Zuora, Inc. ZUO	217	+18	+9%	$1.64B
100	100 Schrodinger SDGR $1.91B	216	-7	-3%	$1.46B