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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 $3.96T	1,794	-16	-0.9%	$192B
2	2 IBM IBM $215B	1,667	+5	+0.3%	$119B
3	3 Oracle ORCL $396B	1,358	-9	-0.7%	$90.7B
4	4 Automatic Data Processing ADP $111B	1,009	+34	+3%	$26.5B
5	5 Paychex PAYX $38.6B	641	+22	+4%	$10.3B
6	6 Adobe ADBE $93.7B	564	+23	+4%	$23.4B
7	7 Intuit INTU $83B	512	+4	+0.8%	$17.7B
8	8 Salesforce CRM $194B	505	+39	+8%	$33.7B
9	CTXS 9 DELISTED Citrix Systems Inc CTXS	480	+13	+3%	$12.3B
10	10 Teradata TDC $2.78B	443	+11	+3%	$8.64B
11	11 Roper Technologies ROP $36.9B	433	+7	+2%	$12.3B
12	12 Intercontinental Exchange ICE $87.1B	407	+4	+1%	$14.8B
13	13 Autodesk ADSK $48.3B	374	+1	+0.3%	$8.53B
14	14 DELISTED Ansys ANSS	358	+17	+5%	$7.5B
15	VMW 15 DELISTED VMware, Inc VMW	357	+15	+4%	$6.69B
16	16 Trimble TRMB $13.8B	334	0	0%	$7.11B
17	17 Verisk Analytics VRSK $23.5B	334	+12	+4%	$9.44B
18	18 NCR Voyix VYX $950M	317	+18	+6%	$5.96B
19	19 Broadridge BR $19B	316	+34	+12%	$3.43B
20	20 Nasdaq NDAQ $51.4B	303	+8	+3%	$4.17B
21	21 Broadcom AVGO $1.65T	299	+36	+14%	$8.13B
22	22 Jack Henry & Associates JKHY $10.9B	294	+15	+5%	$3.81B
23	23 Synopsys SNPS $92B	286	+5	+2%	$5.33B
24	24 SAP SAP $254B	284	-13	-4%	$3.43B
25	25 Factset FDS $10.3B	281	+1	+0.4%	$4.9B