← All themes

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	1,992	+3	+0.2%	$245B
2	2 IBM IBM $215B	1,727	-5	-0.3%	$107B
3	3 Oracle ORCL $396B	1,516	+38	+3%	$110B
4	4 Automatic Data Processing ADP $111B	1,043	-13	-1%	$29.3B
5	5 Paychex PAYX $38.6B	680	-18	-3%	$10.1B
6	6 Adobe ADBE $93.7B	646	+19	+3%	$33.1B
7	7 Intuit INTU $83B	574	+17	+3%	$20.3B
8	8 Salesforce CRM $194B	544	+10	+2%	$34.8B
9	9 Intercontinental Exchange ICE $87.1B	501	-20	-4%	$20B
10	CTXS 10 DELISTED Citrix Systems Inc CTXS	481	+27	+6%	$10.1B
11	11 Roper Technologies ROP $36.9B	467	-12	-3%	$13.6B
12	12 Autodesk ADSK $48.3B	438	+12	+3%	$11.9B
13	13 Teradata TDC $2.78B	431	+3	+0.7%	$6.01B
14	14 Broadcom AVGO $1.65T	413	+54	+15%	$13.7B
15	VMW 15 DELISTED VMware, Inc VMW	397	0	0%	$9.15B
16	16 NCR Voyix VYX $950M	382	-4	-1%	$5.52B
17	17 DELISTED Ansys ANSS	381	+4	+1%	$6.51B
18	18 Broadridge BR $19B	367	+16	+5%	$4.31B
19	19 Trimble TRMB $13.8B	354	+8	+2%	$8.98B
20	20 Verisk Analytics VRSK $23.5B	349	+13	+4%	$9.01B
21	21 Nasdaq NDAQ $51.4B	328	-1	-0.3%	$5.3B
22	22 Amdocs DOX $6.19B	320	+9	+3%	$6.77B
23	23 Synopsys SNPS $92B	303	-4	-1%	$5.48B
24	24 Jack Henry & Associates JKHY $10.9B	302	-8	-3%	$4.28B
25	25 Factset FDS $10.3B	298	+5	+2%	$5.16B