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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 $6.2B	280	+32	+13%	$7.56B
77	77 GitLab GTLB $9.16B	279	+41	+17%	$4.36B
78	NEWR 78 DELISTED New Relic, Inc. NEWR	278	+3	+1%	$3.99B
79	79 monday.com MNDY $4B	277	+68	+33%	$6.21B
80	80 Clarivate CLVT $1.11B	269	-25	-9%	$5.62B
81	81 Calix CALX $2.32B	267	-4	-1%	$2.71B
82	82 Sprout Social SPT $694M	261	-18	-6%	$2.49B
83	83 Blackbaud BLKB $2.27B	260	+6	+2%	$3.6B
84	84 Commault Systems CVLT $6.54B	259	0	0%	$2.93B
85	85 Descartes Systems DSGX $7.57B	258	+2	+0.8%	$5.34B
86	AYX 86 DELISTED Alteryx Inc AYX	255	-47	-16%	$2.37B
87	87 DoubleVerify DV $2.11B	246	+28	+13%	$6.38B
88	88 DELISTED CSG Systems International CSGS	242	+4	+2%	$1.54B
89	89 Schrodinger SDGR $1.87B	239	+55	+30%	$2.92B
90	90 PagerDuty PD $1.35B	234	-24	-9%	$1.88B
91	91 Asana ASAN $2.35B	233	+6	+3%	$1.26B
92	92 DELISTED Vimeo VMEO	232	-10	-4%	$587M
93	93 DELISTED ENVESTNET, INC. ENV	228	-9	-4%	$3.47B
94	94 DELISTED Matterport, Inc. Class A Common Stock MTTR	218	+1	+0.5%	$299M
95	95 Samsara IOT $24.6B	217	+43	+25%	$4.48B
96	96 AppFolio APPF $7.67B	214	+22	+11%	$2.78B
97	97 DELISTED Altair Engineering Inc ALTR	213	+14	+7%	$3.94B
98	98 DELISTED HashiCorp, Inc. Class A Common Stock HCP	211	+17	+9%	$2.33B
99	99 LiveRamp RAMP $2.28B	211	-18	-8%	$1.72B
100	100 Appian APPN $3.04B	210	+1	+0.5%	$1.44B