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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
151	151 Sprinklr CXM $1.36B	113	+11	+11%	$619M
152	152 SmartRent SMRT $228M	111	+14	+14%	$210M
153	153 N-able NABL $869M	110	-3	-3%	$1.63B
154	154 NRC Health Common Stock NRC $467M	110	+1	+0.9%	$465M
155	ESMT 155 DELISTED EngageSmart, Inc. ESMT	104	+10	+11%	$3.1B
156	156 DELISTED Integral Ad Science IAS	104	+11	+12%	$1.08B
157	157 DELISTED ON24 ONTF	102	+7	+7%	$329M
158	158 DELISTED Brightcove, Inc. BCOV	101	+4	+4%	$230M
159	159 Braze BRZE $3.45B	96	+13	+16%	$1.46B
160	160 DELISTED Informatica INFA	96	+13	+16%	$2.18B
161	161 AvePoint AVPT $3.15B	95	-11	-10%	$303M
162	162 Ooma OOMA $565M	93	-7	-7%	$240M
163	163 DELISTED Couchbase BASE	91	+16	+21%	$375M
164	BNFT 164 DELISTED Benefitfocus, Inc. BNFT	91	-8	-8%	$178M
165	165 Alkami Technology ALKT $1.52B	90	+13	+17%	$737M
166	166 DELISTED Clearwater Analytics CWAN	88	-24	-21%	$1.01B
167	167 Agora API $380M	87	-5	-5%	$158M
168	168 CS Disco LAW $304M	87	0	0%	$361M
169	169 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	86	-2	-2%	$1.47B
170	170 Expensify EXFY $230M	83	+18	+28%	$478M
171	ABST 171 DELISTED Absolute Software Corp ABST	82	+6	+8%	$468M
172	172 SoundThinking SSTI $110M	82	+15	+22%	$214M
173	173 Vertex VERX $2.22B	82	+1	+1%	$444M
174	174 DELISTED Synchronoss Technologies SNCR	81	+2	+3%	$50.6M
175	175 Docebo DCBO $702M	80	0	0%	$347M