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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	2,274	+181	+9%	$322B
2	2 IBM IBM $215B	1,736	+22	+1%	$78.5B
3	3 Oracle ORCL $396B	1,492	+34	+2%	$90.3B
4	4 Automatic Data Processing ADP $111B	1,105	+51	+5%	$30.1B
5	5 Paychex PAYX $38.6B	821	+59	+8%	$13.3B
6	6 Salesforce CRM $194B	765	+101	+15%	$45.4B
7	7 Adobe ADBE $93.7B	761	+52	+7%	$41.8B
8	8 Intercontinental Exchange ICE $87.1B	652	+76	+13%	$27.4B
9	9 Intuit INTU $83B	631	+24	+4%	$22.5B
10	10 Broadcom AVGO $1.65T	593	-7	-1%	$34.2B
11	11 Roper Technologies ROP $36.9B	535	+31	+6%	$18.4B
12	CTXS 12 DELISTED Citrix Systems Inc CTXS	518	+17	+3%	$11.4B
13	CDK 13 DELISTED CDK Global, Inc. CDK	508	-5	-1%	$6.48B
14	14 Verisk Analytics VRSK $23.5B	462	+33	+8%	$12.7B
15	15 Broadridge BR $19B	459	+44	+11%	$5.5B
16	16 Autodesk ADSK $48.3B	445	+16	+4%	$13.2B
17	17 Nasdaq NDAQ $51.4B	425	+52	+14%	$7.38B
18	18 DELISTED Ansys ANSS	389	-6	-2%	$8.09B
19	19 Teradata TDC $2.78B	385	+10	+3%	$3.37B
20	20 Factset FDS $10.3B	374	+1	+0.3%	$6.22B
21	21 Amdocs DOX $6.19B	359	+14	+4%	$7.44B
22	VMW 22 DELISTED VMware, Inc VMW	359	-9	-2%	$4.42B
23	23 Synopsys SNPS $92B	357	+7	+2%	$6.34B
24	24 ServiceNow NOW $145B	355	+34	+11%	$13.1B
25	25 Jack Henry & Associates JKHY $10.9B	350	+22	+7%	$5.43B