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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
1	1 Microsoft MSFT $4.01T	1,810	+1,810	–	$198B
2	2 IBM IBM $221B	1,662	+1,662	–	$123B
3	3 Oracle ORCL $408B	1,367	+1,367	–	$85B
4	4 Automatic Data Processing ADP $113B	975	+975	–	$25.7B
5	5 Paychex PAYX $39.4B	619	+619	–	$9.25B
6	6 Adobe ADBE $97.9B	541	+541	–	$20.5B
7	7 Intuit INTU $88.2B	508	+508	–	$16.4B
8	CTXS 8 DELISTED Citrix Systems Inc CTXS	467	+467	–	$10.4B
9	9 Salesforce CRM $203B	466	+466	–	$25.7B
10	10 Teradata TDC $2.91B	432	+432	–	$7.48B
11	11 Roper Technologies ROP $37.8B	426	+426	–	$11.4B
12	12 Intercontinental Exchange ICE $88.9B	403	+403	–	$14.2B
13	13 Autodesk ADSK $51.2B	373	+373	–	$6.75B
14	VMW 14 DELISTED VMware, Inc VMW	342	+342	–	$5.33B
15	15 DELISTED Ansys ANSS	341	+341	–	$6.52B
16	16 Trimble TRMB $14.2B	334	+334	–	$6.12B
17	17 Verisk Analytics VRSK $24.4B	322	+322	–	$8.57B
18	18 NCR Voyix VYX $1.04B	299	+299	–	$4.76B
19	19 SAP SAP $260B	297	+297	–	$3.56B
20	20 Nasdaq NDAQ $52.3B	295	+295	–	$4.15B
21	21 Broadridge BR $19.7B	282	+282	–	$2.9B
22	22 Synopsys SNPS $89.7B	281	+281	–	$4.96B
23	23 Factset FDS $10.7B	280	+280	–	$4.65B
24	24 Jack Henry & Associates JKHY $11B	279	+279	–	$3.51B
25	25 Cadence Design Systems CDNS $89.3B	276	+276	–	$7.07B