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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	2,100	-51	-2%	$237B
2	2 IBM IBM $215B	1,725	-26	-1%	$94.1B
3	3 Oracle ORCL $396B	1,563	-19	-1%	$113B
4	4 Automatic Data Processing ADP $111B	1,082	0	0%	$31.1B
5	5 Paychex PAYX $38.6B	757	+3	+0.4%	$12.1B
6	6 Adobe ADBE $93.7B	665	-31	-4%	$33.5B
7	7 Intuit INTU $83B	603	+4	+0.7%	$23.6B
8	8 Salesforce CRM $194B	570	+6	+1%	$39.7B
9	9 Broadcom AVGO $1.65T	553	+45	+9%	$24B
10	10 Intercontinental Exchange ICE $87.1B	542	+6	+1%	$23.2B
11	CDK 11 DELISTED CDK Global, Inc. CDK	525	-37	-7%	$6.02B
12	12 Roper Technologies ROP $36.9B	492	-11	-2%	$16.3B
13	13 Autodesk ADSK $48.3B	466	+19	+4%	$12.2B
14	CTXS 14 DELISTED Citrix Systems Inc CTXS	455	-29	-6%	$9.4B
15	15 Teradata TDC $2.78B	446	-10	-2%	$6.3B
16	16 Broadridge BR $19B	416	+27	+7%	$5.61B
17	17 Verisk Analytics VRSK $23.5B	389	+33	+9%	$10.4B
18	18 DELISTED Ansys ANSS	380	+2	+0.5%	$7.55B
19	19 Nasdaq NDAQ $51.4B	370	+9	+2%	$6.65B
20	VMW 20 DELISTED VMware, Inc VMW	362	-33	-8%	$6.14B
21	21 NCR Voyix VYX $950M	341	-21	-6%	$4.4B
22	22 Trimble TRMB $13.8B	338	-12	-3%	$6.15B
23	23 Factset FDS $10.3B	337	+15	+5%	$6.29B
24	24 Amdocs DOX $6.19B	321	+3	+0.9%	$7.74B
25	25 ServiceNow NOW $145B	321	+28	+10%	$10.7B