← All themes

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
126	126 Weave Communications WEAV $595M	173	-14	-7%	$722M
127	127 DELISTED Semrush SEMR	172	+4	+2%	$617M
128	128 Health Catalyst HCAT $135M	165	-2	-1%	$241M
129	129 DELISTED Simulations Plus SLP	164	-3	-2%	$414M
130	130 Consensus Cloud Solutions CCSI $679M	163	-5	-3%	$428M
131	131 Thryv Holdings THRY $53.8M	158	-2	-1%	$565M
132	132 i3 Verticals IIIV $299M	153	0	0%	$567M
133	133 DELISTED Couchbase BASE	152	+4	+3%	$551M
134	134 8x8 Inc EGHT $299M	144	-7	-5%	$218M
135	OS 135 DELISTED OneStream Inc OS	141	-19	-12%	$1.49B
136	LGTY 136 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	138	-3	-2%	$379M
137	137 Definitive Healthcare DH $106M	136	+8	+6%	$295M
138	138 ServiceTitan Inc TTAN $7.34B	135	+13	+11%	$6.15B
139	139 DELISTED Enfusion, Inc. ENFN	132	0	0%	$1.08B
140	140 Red Violet RDVT $1.24B	130	+10	+8%	$332M
141	141 DELISTED E2open Parent Holdings ETWO	128	-7	-5%	$655M
142	142 Ooma OOMA $565M	128	+5	+4%	$256M
143	143 SmartRent SMRT $222M	127	+3	+2%	$147M
144	144 NRC Health Common Stock NRC $467M	123	-10	-8%	$147M
145	145 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	119	+4	+3%	$194M
146	146 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	116	+2	+2%	$1.7B
147	147 DELISTED MeridianLink MLNK	113	-1	-0.9%	$1.09B
148	148 Rimini Street RMNI $384M	113	+14	+14%	$206M
149	149 Digimarc Corp DMRC $151M	110	-5	-4%	$175M
150	150 Similarweb SMWB $776M	109	-4	-4%	$371M