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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 Elastic ESTC $9.91B	94	+94	–	$1.96B
102	PLAN 102 DELISTED Anaplan, Inc. PLAN	93	+93	–	$1.18B
103	AVLR 103 DELISTED Avalara, Inc. AVLR	90	+10	+13%	$1.53B
104	ECOM 104 DELISTED CHANNELADVISOR CORPORATION ECOM	90	+6	+7%	$254M
105	105 Huckleberry.ai, Inc. Class B Common Stock HUCK $148M	87	+5	+6%	$339M
106	106 DELISTED Simulations Plus SLP	87	+5	+6%	$142M
107	107 Ooma OOMA $558M	82	-1	-1%	$216M
108	108 DELISTED Synchronoss Technologies SNCR	80	+73	+1,043%	$104M
109	109 DELISTED SolarWinds Corporation Common Stock SWI	80	+80	–	$3.99B
110	110 NRC Health Common Stock NRC $468M	77	+2	+3%	$313M
111	111 Digimarc Corp DMRC $145M	72	-3	-4%	$101M
112	MNTV 112 DELISTED Momentive Global Inc. Common Stock MNTV	72	-10	-12%	$1B
113	113 Comscore SCOR $57.7M	72	-3	-4%	$636M
114	114 SoundThinking SSTI $110M	71	-12	-14%	$189M
115	115 i3 Verticals IIIV $296M	66	-4	-6%	$210M
116	116 Asure Software ASUR $212M	64	-11	-15%	$43.9M
117	117 PAR Technology PAR $705M	58	-1	-2%	$169M
118	MIXT 118 DELISTED MIX TELEMATICS LIMITED MIXT	56	+3	+6%	$136M
119	119 ReposiTrak TRAK $135M	52	-1	-2%	$33.1M
120	120 DELISTED Sapiens International SPNS	39	+6	+18%	$60.6M
121	121 NetSol Technologies NTWK $76.3M	38	+16	+73%	$23.3M
122	122 Rimini Street RMNI $382M	36	-2	-5%	$141M
123	123 PowerFleet Inc AIOT $338M	32	-2	-6%	$55.3M
124	124 Clarivate CLVT $1.12B	28	+28	–	$271M
125	125 Smith Micro Software SMSI $12.9M	23	+1	+5%	$3.93M