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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	2,275	+7	+0.3%	$326B
2	2 IBM IBM $215B	1,754	+28	+2%	$89.9B
3	3 Oracle ORCL $396B	1,486	-2	-0.1%	$94.3B
4	4 Automatic Data Processing ADP $111B	1,111	-13	-1%	$31.2B
5	5 Adobe ADBE $93.7B	878	+39	+5%	$47.5B
6	6 Paychex PAYX $38.6B	841	-2	-0.2%	$14.5B
7	7 Salesforce CRM $194B	781	-11	-1%	$42.1B
8	8 Broadcom AVGO $1.65T	774	+22	+3%	$51.2B
9	9 Fortive FTV $17.3B	768	+768	–	$13.6B
10	10 Intercontinental Exchange ICE $87.1B	664	+22	+3%	$29B
11	11 Intuit INTU $83B	647	-8	-1%	$24.4B
12	CTXS 12 DELISTED Citrix Systems Inc CTXS	567	-12	-2%	$13B
13	CDK 13 DELISTED CDK Global, Inc. CDK	548	+18	+3%	$7.17B
14	14 Broadridge BR $19B	534	+28	+6%	$6.82B
15	15 Roper Technologies ROP $36.9B	515	-27	-5%	$18.3B
16	16 Autodesk ADSK $48.3B	480	+43	+10%	$15.6B
17	17 Verisk Analytics VRSK $23.5B	472	+7	+2%	$12.7B
18	18 Nasdaq NDAQ $51.4B	464	+1	+0.2%	$8.4B
19	19 DELISTED Ansys ANSS	434	+24	+6%	$7.62B
20	20 Synopsys SNPS $92B	403	+39	+11%	$8.13B
21	21 Jack Henry & Associates JKHY $10.9B	393	-3	-0.8%	$5.9B
22	VMW 22 DELISTED VMware, Inc VMW	382	+13	+4%	$6.47B
23	23 Teradata TDC $2.78B	376	+11	+3%	$4.2B
24	24 Factset FDS $10.3B	370	-10	-3%	$6.18B
25	25 Amdocs DOX $6.19B	358	+2	+0.6%	$7.71B