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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	2,427	+152	+7%	$355B
2	2 IBM IBM $215B	1,816	+62	+4%	$93.8B
3	3 Oracle ORCL $396B	1,528	+42	+3%	$92.2B
4	4 Automatic Data Processing ADP $111B	1,203	+92	+8%	$36.3B
5	5 Adobe ADBE $93.7B	917	+39	+4%	$44.7B
6	6 Paychex PAYX $38.6B	879	+38	+5%	$14.9B
7	7 Broadcom AVGO $1.65T	840	+66	+9%	$64.6B
8	8 Salesforce CRM $194B	814	+33	+4%	$41.2B
9	9 Fortive FTV $17.3B	774	+6	+0.8%	$14.5B
10	10 Intercontinental Exchange ICE $87.1B	708	+44	+7%	$30.4B
11	11 Intuit INTU $83B	692	+45	+7%	$25.1B
12	CDK 12 DELISTED CDK Global, Inc. CDK	577	+29	+5%	$7.38B
13	CTXS 13 DELISTED Citrix Systems Inc CTXS	573	+6	+1%	$13.1B
14	14 Roper Technologies ROP $36.9B	565	+50	+10%	$18.2B
15	15 Broadridge BR $19B	510	-24	-4%	$6.69B
16	16 Verisk Analytics VRSK $23.5B	510	+38	+8%	$12.5B
17	17 Autodesk ADSK $48.3B	500	+20	+4%	$16.1B
18	18 Nasdaq NDAQ $51.4B	464	0	0%	$8.31B
19	19 DELISTED Ansys ANSS	426	-8	-2%	$7.8B
20	20 Synopsys SNPS $92B	410	+7	+2%	$7.87B
21	21 Jack Henry & Associates JKHY $10.9B	408	+15	+4%	$6.01B
22	VMW 22 DELISTED VMware, Inc VMW	399	+17	+4%	$6.8B
23	23 Factset FDS $10.3B	389	+19	+5%	$6.11B
24	24 NCR Voyix VYX $950M	382	+38	+11%	$4.1B
25	25 Teradata TDC $2.78B	377	+1	+0.3%	$3.74B