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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	2,093	-7	-0.3%	$256B
2	2 IBM IBM $215B	1,714	-27	-2%	$83.6B
3	3 Oracle ORCL $396B	1,458	-79	-5%	$91.4B
4	4 Automatic Data Processing ADP $111B	1,054	-35	-3%	$29.1B
5	5 Paychex PAYX $38.6B	762	-6	-0.8%	$11.9B
6	6 Adobe ADBE $93.7B	709	+42	+6%	$37.1B
7	7 Salesforce CRM $194B	664	+21	+3%	$40.2B
8	8 Intuit INTU $83B	607	-29	-5%	$21.5B
9	9 Broadcom AVGO $1.65T	600	-10	-2%	$28.3B
10	10 Intercontinental Exchange ICE $87.1B	576	-4	-0.7%	$23.3B
11	CDK 11 DELISTED CDK Global, Inc. CDK	513	-8	-2%	$6.24B
12	12 Roper Technologies ROP $36.9B	504	-8	-2%	$15B
13	CTXS 13 DELISTED Citrix Systems Inc CTXS	501	+31	+7%	$10.4B
14	14 Autodesk ADSK $48.3B	429	-20	-4%	$9.3B
15	15 Verisk Analytics VRSK $23.5B	429	+10	+2%	$11.4B
16	16 Broadridge BR $19B	415	+4	+1%	$5.66B
17	17 DELISTED Ansys ANSS	395	+25	+7%	$7.79B
18	18 Teradata TDC $2.78B	375	-50	-12%	$3.82B
19	19 Factset FDS $10.3B	373	+12	+3%	$6.28B
20	20 Nasdaq NDAQ $51.4B	373	-9	-2%	$6.72B
21	VMW 21 DELISTED VMware, Inc VMW	368	-7	-2%	$5.46B
22	22 Synopsys SNPS $92B	350	+27	+8%	$6.45B
23	23 NCR Voyix VYX $950M	346	-22	-6%	$3.27B
24	24 Amdocs DOX $6.19B	345	+20	+6%	$7.87B
25	25 Jack Henry & Associates JKHY $10.9B	328	+9	+3%	$4.99B