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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	1,989	+30	+2%	$237B
2	2 IBM IBM $215B	1,732	-24	-1%	$114B
3	3 Oracle ORCL $396B	1,478	+13	+0.9%	$112B
4	4 Automatic Data Processing ADP $111B	1,056	-7	-0.7%	$28.5B
5	5 Paychex PAYX $38.6B	698	+17	+2%	$10.2B
6	6 Adobe ADBE $93.7B	627	+4	+0.6%	$29.3B
7	7 Intuit INTU $83B	557	+17	+3%	$19.6B
8	8 Salesforce CRM $194B	534	+6	+1%	$36B
9	9 Intercontinental Exchange ICE $87.1B	521	-15	-3%	$20.2B
10	10 Roper Technologies ROP $36.9B	479	+30	+7%	$12.5B
11	CTXS 11 DELISTED Citrix Systems Inc CTXS	454	-27	-6%	$10.6B
12	12 Teradata TDC $2.78B	428	-12	-3%	$7.56B
13	13 Autodesk ADSK $48.3B	426	+15	+4%	$10.2B
14	VMW 14 DELISTED VMware, Inc VMW	397	+4	+1%	$10.5B
15	15 NCR Voyix VYX $950M	386	+27	+8%	$5.71B
16	16 DELISTED Ansys ANSS	377	+6	+2%	$6.7B
17	17 Broadcom AVGO $1.65T	359	+18	+5%	$12B
18	18 Broadridge BR $19B	351	0	0%	$3.88B
19	19 Trimble TRMB $13.8B	346	-5	-1%	$9.35B
20	20 Verisk Analytics VRSK $23.5B	336	+1	+0.3%	$8.92B
21	21 Nasdaq NDAQ $51.4B	329	+3	+0.9%	$4.88B
22	22 Workday WDAY $45.5B	315	+29	+10%	$8.19B
23	23 Amdocs DOX $6.19B	311	+18	+6%	$6.76B
24	24 Jack Henry & Associates JKHY $10.9B	310	+12	+4%	$4.06B
25	25 Synopsys SNPS $92B	307	+2	+0.7%	$5.37B