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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	2,151	+150	+7%	$274B
2	2 IBM IBM $220B	1,751	+43	+3%	$92.5B
3	3 Oracle ORCL $407B	1,582	+83	+6%	$119B
4	4 Automatic Data Processing ADP $114B	1,082	+38	+4%	$30.4B
5	5 Paychex PAYX $40B	754	+56	+8%	$10.7B
6	6 Adobe ADBE $97.6B	696	+61	+10%	$32.8B
7	7 Intuit INTU $88.2B	599	+34	+6%	$23.4B
8	8 Salesforce CRM $202B	564	+12	+2%	$35.3B
9	CDK 9 DELISTED CDK Global, Inc. CDK	562	+562	–	$5.22B
10	10 Intercontinental Exchange ICE $88.5B	536	+56	+12%	$22.2B
11	11 Broadcom AVGO $1.62T	508	+74	+17%	$18.7B
12	12 Roper Technologies ROP $37.9B	503	+38	+8%	$14.7B
13	CTXS 13 DELISTED Citrix Systems Inc CTXS	484	+8	+2%	$9.38B
14	14 Teradata TDC $2.85B	456	+22	+5%	$6.68B
15	15 Autodesk ADSK $50.9B	447	+16	+4%	$12.6B
16	VMW 16 DELISTED VMware, Inc VMW	395	+6	+2%	$6.87B
17	17 Broadridge BR $19.7B	389	+20	+5%	$4.76B
18	18 DELISTED Ansys ANSS	378	+1	+0.3%	$7.09B
19	19 NCR Voyix VYX $1.02B	362	-5	-1%	$4.45B
20	20 Nasdaq NDAQ $52.1B	361	+7	+2%	$6.16B
21	21 Verisk Analytics VRSK $24.5B	356	+9	+3%	$9.47B
22	22 Trimble TRMB $14.1B	350	-12	-3%	$6.4B
23	23 Synopsys SNPS $88.9B	327	+16	+5%	$6.18B
24	24 Jack Henry & Associates JKHY $10.9B	323	+13	+4%	$4.39B
25	25 Factset FDS $10.8B	322	+31	+11%	$5.6B