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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	2,001	+9	+0.5%	$273B
2	2 IBM IBM $221B	1,708	-19	-1%	$110B
3	3 Oracle ORCL $408B	1,499	-17	-1%	$101B
4	4 Automatic Data Processing ADP $113B	1,044	+1	+0.1%	$30.4B
5	5 Paychex PAYX $39.4B	698	+18	+3%	$10.8B
6	6 Adobe ADBE $97.9B	635	-11	-2%	$31.7B
7	7 Intuit INTU $88.2B	565	-9	-2%	$22.2B
8	8 Salesforce CRM $203B	552	+8	+1%	$34.2B
9	9 Intercontinental Exchange ICE $88.9B	480	-21	-4%	$19.8B
10	CTXS 10 DELISTED Citrix Systems Inc CTXS	476	-5	-1%	$11B
11	11 Roper Technologies ROP $37.8B	465	-2	-0.4%	$13.4B
12	12 Broadcom AVGO $1.64T	434	+21	+5%	$16.1B
13	13 Teradata TDC $2.91B	434	+3	+0.7%	$6.44B
14	14 Autodesk ADSK $51.2B	431	-7	-2%	$11.6B
15	VMW 15 DELISTED VMware, Inc VMW	389	-8	-2%	$8.91B
16	16 DELISTED Ansys ANSS	377	-4	-1%	$6.57B
17	17 Broadridge BR $19.7B	369	+2	+0.5%	$4.25B
18	18 NCR Voyix VYX $1.04B	367	-15	-4%	$5.24B
19	19 Trimble TRMB $14.2B	362	+8	+2%	$7.3B
20	20 Nasdaq NDAQ $52.3B	354	+26	+8%	$5.62B
21	21 Verisk Analytics VRSK $24.4B	347	-2	-0.6%	$8.99B
22	22 Synopsys SNPS $89.7B	311	+8	+3%	$5.64B
23	23 Jack Henry & Associates JKHY $11B	310	+8	+3%	$3.94B
24	24 Amdocs DOX $6.34B	300	-20	-6%	$6.52B
25	25 PTC PTC $21B	300	+21	+8%	$4.01B