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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 Braze BRZE $3.45B	114	+19	+20%	$1.5B
152	152 DELISTED ON24 ONTF	113	-15	-12%	$318M
153	153 Blend Labs BLND $237M	111	-9	-8%	$123M
154	154 CS Disco LAW $304M	109	+6	+6%	$222M
155	CVT 155 DELISTED Cvent Holding Corp. Common Stock CVT	108	+28	+35%	$3.98B
156	156 Alkami Technology ALKT $1.52B	107	+18	+20%	$613M
157	157 SmartRent SMRT $222M	103	-4	-4%	$258M
158	158 Asure Software ASUR $212M	98	+38	+63%	$210M
159	159 DELISTED Brightcove, Inc. BCOV	98	+1	+1%	$163M
160	160 DELISTED Couchbase BASE	97	+11	+13%	$397M
161	161 Expensify EXFY $230M	97	+22	+29%	$277M
162	162 Ooma OOMA $565M	97	-2	-2%	$237M
163	163 AvePoint AVPT $3.15B	96	+1	+1%	$314M
164	164 SoundThinking SSTI $110M	93	+5	+6%	$309M
165	165 DELISTED Enfusion, Inc. ENFN	90	+16	+22%	$813M
166	166 DELISTED Semrush SEMR	89	+12	+16%	$429M
167	167 Docebo DCBO $702M	88	+5	+6%	$521M
168	168 EverCommerce EVCM $1.68B	85	+5	+6%	$1.79B
169	169 Comscore SCOR $61.2M	82	+6	+8%	$53.1M
170	ABST 170 DELISTED Absolute Software Corp ABST	79	+1	+1%	$307M
171	171 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	77	-6	-7%	$371M
172	172 Digimarc Corp DMRC $151M	73	-4	-5%	$221M
173	173 DELISTED MeridianLink MLNK	69	+3	+5%	$989M
174	174 Weave Communications WEAV $595M	68	+8	+13%	$201M
175	175 Agora API $365M	62	-11	-15%	$113M