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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	2,301	+27	+1%	$317B
2	2 IBM IBM $215B	1,714	-22	-1%	$84.9B
3	3 Oracle ORCL $396B	1,522	+30	+2%	$101B
4	4 Automatic Data Processing ADP $111B	1,102	-3	-0.3%	$32B
5	5 Paychex PAYX $38.6B	829	+8	+1%	$13.4B
6	6 Adobe ADBE $93.7B	826	+65	+9%	$41.6B
7	7 Salesforce CRM $194B	764	-1	-0.1%	$43.4B
8	8 Broadcom AVGO $1.65T	704	+111	+19%	$44.8B
9	9 Intercontinental Exchange ICE $87.1B	655	+3	+0.5%	$25.2B
10	10 Intuit INTU $83B	630	-1	-0.2%	$23.7B
11	11 Roper Technologies ROP $36.9B	539	+4	+0.7%	$17.7B
12	CTXS 12 DELISTED Citrix Systems Inc CTXS	538	+20	+4%	$11.8B
13	CDK 13 DELISTED CDK Global, Inc. CDK	502	-6	-1%	$6.26B
14	14 Verisk Analytics VRSK $23.5B	467	+5	+1%	$12.5B
15	15 Broadridge BR $19B	466	+7	+2%	$6.04B
16	16 Autodesk ADSK $48.3B	451	+6	+1%	$12.6B
17	17 Nasdaq NDAQ $51.4B	450	+25	+6%	$8.4B
18	18 DELISTED Ansys ANSS	417	+28	+7%	$7.66B
19	19 Jack Henry & Associates JKHY $10.9B	380	+30	+9%	$5.91B
20	20 Teradata TDC $2.78B	374	-11	-3%	$3.31B
21	21 Factset FDS $10.3B	367	-7	-2%	$5.75B
22	22 Synopsys SNPS $92B	361	+4	+1%	$6.69B
23	23 Amdocs DOX $6.19B	353	-6	-2%	$8.22B
24	VMW 24 DELISTED VMware, Inc VMW	350	-9	-3%	$4.6B
25	25 Trimble TRMB $13.8B	344	+14	+4%	$5.69B