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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	2,100	0	0%	$256B
2	2 IBM IBM $221B	1,741	+16	+0.9%	$94.2B
3	3 Oracle ORCL $408B	1,537	-26	-2%	$104B
4	4 Automatic Data Processing ADP $113B	1,089	+7	+0.6%	$28.9B
5	5 Paychex PAYX $39.4B	768	+11	+1%	$11.4B
6	6 Adobe ADBE $97.9B	667	+2	+0.3%	$37B
7	7 Salesforce CRM $203B	643	+73	+13%	$40.2B
8	8 Intuit INTU $88.2B	636	+33	+5%	$24.4B
9	9 Broadcom AVGO $1.64T	610	+57	+10%	$29.1B
10	10 Intercontinental Exchange ICE $88.9B	580	+38	+7%	$22B
11	CDK 11 DELISTED CDK Global, Inc. CDK	521	-4	-0.8%	$6.86B
12	12 Roper Technologies ROP $37.8B	512	+20	+4%	$16.4B
13	CTXS 13 DELISTED Citrix Systems Inc CTXS	470	+15	+3%	$10.7B
14	14 Autodesk ADSK $51.2B	449	-17	-4%	$10.6B
15	15 Teradata TDC $2.91B	425	-21	-5%	$5.14B
16	16 Verisk Analytics VRSK $24.4B	419	+30	+8%	$11.1B
17	17 Broadridge BR $19.7B	411	-5	-1%	$5.02B
18	18 Nasdaq NDAQ $52.3B	382	+12	+3%	$6.23B
19	VMW 19 DELISTED VMware, Inc VMW	375	+13	+4%	$6.28B
20	20 DELISTED Ansys ANSS	370	-10	-3%	$7.98B
21	21 NCR Voyix VYX $1.04B	368	+27	+8%	$4.26B
22	22 Factset FDS $10.7B	361	+24	+7%	$6.42B
23	23 Trimble TRMB $14.2B	335	-3	-0.9%	$5.6B
24	24 Amdocs DOX $6.34B	325	+4	+1%	$7.83B
25	25 ServiceNow NOW $154B	323	+2	+0.6%	$10.5B