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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	2,268	-33	-1%	$290B
2	2 IBM IBM $215B	1,726	+12	+0.7%	$85.1B
3	3 Oracle ORCL $396B	1,488	-34	-2%	$99.2B
4	4 Automatic Data Processing ADP $111B	1,124	+22	+2%	$32.6B
5	5 Paychex PAYX $38.6B	843	+14	+2%	$15.1B
6	6 Adobe ADBE $93.7B	839	+13	+2%	$42.2B
7	7 Salesforce CRM $194B	792	+28	+4%	$47.4B
8	8 Broadcom AVGO $1.65T	752	+48	+7%	$45.4B
9	9 Intuit INTU $83B	655	+25	+4%	$25.1B
10	10 Intercontinental Exchange ICE $87.1B	642	-13	-2%	$27.6B
11	CTXS 11 DELISTED Citrix Systems Inc CTXS	579	+41	+8%	$12.2B
12	12 Roper Technologies ROP $36.9B	542	+3	+0.6%	$16.6B
13	CDK 13 DELISTED CDK Global, Inc. CDK	530	+28	+6%	$7.18B
14	14 Broadridge BR $19B	506	+40	+9%	$6.77B
15	15 Verisk Analytics VRSK $23.5B	465	-2	-0.4%	$12.6B
16	16 Nasdaq NDAQ $51.4B	463	+13	+3%	$8.12B
17	17 Autodesk ADSK $48.3B	437	-14	-3%	$11.7B
18	18 DELISTED Ansys ANSS	410	-7	-2%	$7.78B
19	19 Jack Henry & Associates JKHY $10.9B	396	+16	+4%	$6.01B
20	20 Factset FDS $10.3B	380	+13	+4%	$6.2B
21	VMW 21 DELISTED VMware, Inc VMW	369	+19	+5%	$5.42B
22	22 Teradata TDC $2.78B	365	-9	-2%	$3.31B
23	23 Synopsys SNPS $92B	364	+3	+0.8%	$7.52B
24	24 Amdocs DOX $6.19B	356	+3	+0.8%	$7.76B
25	25 Cadence Design Systems CDNS $90.7B	354	+36	+11%	$6.2B