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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
101	101 Vertex VERX $2.07B	229	+7	+3%	$859M
102	102 HealthStream HSTM $1.03B	218	+21	+11%	$604M
103	103 Appian APPN $2.75B	213	+5	+2%	$881M
104	104 PAR Technology PAR $654M	208	+7	+3%	$839M
105	105 Navan Inc NAVN $6.25B	207	+59	+40%	$3.83B
106	106 Alkami Technology ALKT $1.48B	204	-7	-3%	$1.77B
107	107 Amplitude AMPL $1.91B	202	-17	-8%	$615M
108	108 Cellebrite CLBT $2.72B	201	-20	-9%	$1.83B
109	109 N-able NABL $839M	199	-16	-7%	$701M
110	110 OneSpan OSPN $648M	194	+4	+2%	$509M
111	111 Sprout Social SPT $669M	193	-17	-8%	$396M
112	112 Weave Communications WEAV $595M	185	+5	+3%	$419M
113	113 Blend Labs BLND $217M	183	-12	-6%	$260M
114	114 PowerFleet Inc AIOT $338M	181	-13	-7%	$441M
115	115 Yext YEXT $690M	175	-26	-13%	$343M
116	116 8x8 Inc EGHT $290M	173	-7	-4%	$176M
117	117 Red Violet RDVT $1.22B	173	+12	+7%	$630M
118	118 DELISTED Simulations Plus SLP	169	+8	+5%	$289M
119	119 Consensus Cloud Solutions CCSI $644M	168	-1	-0.6%	$693M
120	120 Ooma OOMA $549M	167	+10	+6%	$381M
121	121 NIQ Global Intelligence PLC NIQ $5.38B	162	+19	+13%	$2.33B
122	122 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.39B	148	+6	+4%	$5.68B
123	123 i3 Verticals IIIV $288M	133	-12	-8%	$461M
124	124 SmartRent SMRT $222M	129	+5	+4%	$150M
125	125 Thryv Holdings THRY $54.7M	127	-5	-4%	$154M