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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
126	126 PowerFleet Inc AIOT $338M	166	-20	-11%	$467M
127	127 DELISTED Couchbase BASE	166	+14	+9%	$883M
128	128 DELISTED Sapiens International SPNS	165	-9	-5%	$590M
129	129 DELISTED E2open Parent Holdings ETWO	162	+34	+27%	$1.08B
130	130 Consensus Cloud Solutions CCSI $668M	159	-4	-2%	$428M
131	131 DELISTED Simulations Plus SLP	159	-5	-3%	$298M
132	132 Thryv Holdings THRY $54.7M	157	-1	-0.6%	$554M
133	133 8x8 Inc EGHT $300M	151	+7	+5%	$205M
134	134 i3 Verticals IIIV $296M	150	-3	-2%	$795M
135	135 Red Violet RDVT $1.23B	147	+17	+13%	$461M
136	136 Health Catalyst HCAT $134M	145	-20	-12%	$204M
137	137 Ooma OOMA $559M	132	+4	+3%	$249M
138	138 Huckleberry.ai, Inc. Class B Common Stock HUCK $148M	131	+12	+10%	$373M
139	139 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.41B	127	+11	+9%	$2.08B
140	140 NRC Health Common Stock NRC $468M	126	+3	+2%	$196M
141	141 Definitive Healthcare DH $107M	121	-15	-11%	$382M
142	142 Rimini Street RMNI $383M	120	+7	+6%	$222M
143	143 SmartRent SMRT $230M	117	-10	-8%	$103M
144	144 DELISTED MeridianLink MLNK	110	-3	-3%	$934M
145	145 Similarweb SMWB $763M	110	+1	+0.9%	$330M
146	146 Kaltura KLTR $220M	107	+6	+6%	$132M
147	147 VTEX VTEX $703M	106	+30	+39%	$484M
148	148 Digimarc Corp DMRC $145M	104	-6	-5%	$179M
149	149 CS Disco LAW $297M	104	+8	+8%	$150M
150	150 Asure Software ASUR $212M	100	+3	+3%	$206M