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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 Toast TOST $18.4B	285	+46	+19%	$4.47B
77	77 RELX RELX $66.7B	278	-1	-0.4%	$1.61B
78	78 Open Text OTEX $6.19B	267	-10	-4%	$4.76B
79	79 Workiva WK $4.18B	261	+10	+4%	$3.41B
80	NEWR 80 DELISTED New Relic, Inc. NEWR	259	+26	+11%	$3.32B
81	81 Sprout Social SPT $694M	255	+2	+0.8%	$2.88B
82	82 Progress Software PRGS $1.66B	251	-7	-3%	$1.89B
83	83 Blackbaud BLKB $2.29B	249	+6	+2%	$2.29B
84	84 DELISTED Vimeo VMEO	248	-18	-7%	$567M
85	85 Asana ASAN $2.36B	241	+3	+1%	$1.34B
86	86 DELISTED ENVESTNET, INC. ENV	239	-18	-7%	$2.48B
87	87 Commault Systems CVLT $6.53B	237	-15	-6%	$2.22B
88	88 Appian APPN $3.05B	236	-6	-2%	$1.23B
89	89 DELISTED Confluent CFLT	236	+36	+18%	$2.79B
90	90 Calix CALX $2.32B	231	+28	+14%	$3.31B
91	91 Descartes Systems DSGX $7.56B	225	+11	+5%	$4.43B
92	92 DELISTED CSG Systems International CSGS	224	-35	-14%	$1.6B
93	93 LiveRamp RAMP $2.28B	223	+6	+3%	$1.13B
94	94 DELISTED Matterport, Inc. Class A Common Stock MTTR	220	-17	-7%	$361M
95	95 GitLab GTLB $9.11B	217	+36	+20%	$3.81B
96	96 Procore PCOR $8.75B	217	+15	+7%	$5.68B
97	97 DELISTED Everbridge, Inc. Common Stock EVBG	216	+2	+0.9%	$1.14B
98	98 Q2 Holdings QTWO $3.83B	209	-8	-4%	$1.9B
99	99 8x8 Inc EGHT $296M	203	-4	-2%	$409M
100	MNTV 100 DELISTED Momentive Global Inc. Common Stock MNTV	202	-8	-4%	$671M