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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 Asana ASAN $2.39B	240	+10	+4%	$1.13B
102	102 Donnelley Financial Solutions DFIN $1.26B	236	-9	-4%	$1.18B
103	103 PagerDuty PD $1.36B	232	-1	-0.4%	$991M
104	104 Alkami Technology ALKT $1.52B	227	+4	+2%	$2.23B
105	105 Schrodinger SDGR $1.91B	222	-3	-1%	$1.24B
106	106 Vertex VERX $2.22B	221	-19	-8%	$1.69B
107	107 Clarivate CLVT $1.11B	218	+5	+2%	$1.89B
108	108 Amplitude AMPL $1.98B	210	+6	+3%	$930M
109	109 DELISTED Jamf JAMF	210	+9	+4%	$1.63B
110	110 N-able NABL $869M	210	+8	+4%	$1.38B
111	111 Cellebrite CLBT $2.86B	209	+12	+6%	$2.33B
112	112 PAR Technology PAR $718M	204	-17	-8%	$1.74B
113	113 Sprout Social SPT $701M	203	-1	-0.5%	$564M
114	114 Yext YEXT $706M	197	-2	-1%	$727M
115	115 OneSpan OSPN $659M	196	-1	-0.5%	$452M
116	116 Blend Labs BLND $237M	194	-11	-5%	$508M
117	117 PowerFleet Inc AIOT $334M	193	+14	+8%	$613M
118	118 HealthStream HSTM $1.03B	191	-9	-5%	$488M
119	OS 119 DELISTED OneStream Inc OS	183	-2	-1%	$1.51B
120	120 Weave Communications WEAV $595M	179	+12	+7%	$453M
121	121 DELISTED Simulations Plus SLP	169	0	0%	$293M
122	122 Consensus Cloud Solutions CCSI $679M	166	+1	+0.6%	$407M
123	123 8x8 Inc EGHT $299M	166	+14	+9%	$207M
124	124 DELISTED Semrush SEMR	165	-4	-2%	$766M
125	125 Red Violet RDVT $1.24B	164	+9	+6%	$542M