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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 DELISTED Simulations Plus SLP	126	+20	+19%	$276M
102	102 DELISTED Altair Engineering Inc ALTR	124	-8	-6%	$1.28B
103	BNFT 103 DELISTED Benefitfocus, Inc. BNFT	112	-4	-3%	$759M
104	LGTY 104 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	109	+13	+14%	$369M
105	105 DELISTED SolarWinds Corporation Common Stock SWI	108	-3	-3%	$5.57B
106	106 DELISTED Brightcove, Inc. BCOV	104	+4	+4%	$317M
107	107 DELISTED Synchronoss Technologies SNCR	102	+3	+3%	$135M
108	108 Huckleberry.ai, Inc. Class B Common Stock HUCK $145M	100	-24	-19%	$282M
109	CSLT 109 DELISTED CASTLIGHT HEALTH, INC. CSLT	99	-13	-12%	$115M
110	ECOM 110 DELISTED CHANNELADVISOR CORPORATION ECOM	99	0	0%	$215M
111	111 Comscore SCOR $57.9M	97	-11	-10%	$92.2M
112	112 NRC Health Common Stock NRC $469M	96	+7	+8%	$571M
113	113 Calix CALX $2.33B	92	0	0%	$238M
114	114 i3 Verticals IIIV $292M	92	-11	-11%	$271M
115	115 Clarivate CLVT $1.07B	89	+37	+71%	$2.1B
116	116 SoundThinking SSTI $110M	89	-1	-1%	$178M
117	117 Dynatrace DT $18B	86	+86	–	$4.38B
118	118 Health Catalyst HCAT $135M	86	+86	–	$523M
119	119 Digimarc Corp DMRC $143M	80	-2	-2%	$315M
120	120 PagerDuty PD $1.34B	80	-17	-18%	$1.15B
121	121 DELISTED Sapiens International SPNS	75	+8	+12%	$156M
122	122 Ooma OOMA $558M	74	-8	-10%	$161M
123	123 PAR Technology PAR $685M	71	+5	+8%	$213M
124	MIXT 124 DELISTED MIX TELEMATICS LIMITED MIXT	60	0	0%	$118M
125	125 Rimini Street RMNI $389M	52	+8	+18%	$144M