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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	1,959	+165	+9%	$216B
2	2 IBM IBM $215B	1,756	+89	+5%	$116B
3	3 Oracle ORCL $396B	1,465	+107	+8%	$104B
4	4 Automatic Data Processing ADP $111B	1,063	+54	+5%	$29.6B
5	5 Paychex PAYX $38.6B	681	+40	+6%	$11.3B
6	6 Adobe ADBE $93.7B	623	+59	+10%	$26.5B
7	7 Intuit INTU $83B	540	+28	+5%	$19.6B
8	8 Intercontinental Exchange ICE $87.1B	536	+129	+32%	$23B
9	9 Salesforce CRM $194B	528	+23	+5%	$35.4B
10	CTXS 10 DELISTED Citrix Systems Inc CTXS	481	+1	+0.2%	$10.8B
11	11 Roper Technologies ROP $36.9B	449	+16	+4%	$12.8B
12	12 Teradata TDC $2.78B	440	-3	-0.7%	$6.69B
13	13 Autodesk ADSK $48.3B	411	+37	+10%	$10.6B
14	VMW 14 DELISTED VMware, Inc VMW	393	+36	+10%	$7.7B
15	15 DELISTED Ansys ANSS	371	+13	+4%	$7.59B
16	16 NCR Voyix VYX $950M	359	+42	+13%	$5.19B
17	17 Broadridge BR $19B	351	+35	+11%	$4.15B
18	18 Trimble TRMB $13.8B	351	+17	+5%	$8.35B
19	19 Broadcom AVGO $1.65T	341	+42	+14%	$9.9B
20	20 Verisk Analytics VRSK $23.5B	335	+1	+0.3%	$9.86B
21	21 Nasdaq NDAQ $51.4B	326	+23	+8%	$5.15B
22	22 Synopsys SNPS $92B	305	+19	+7%	$5.72B
23	23 Factset FDS $10.3B	298	+17	+6%	$4.63B
24	24 Jack Henry & Associates JKHY $10.9B	298	+4	+1%	$4.38B
25	25 SAP SAP $254B	296	+12	+4%	$3.99B