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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 $4.01T	2,432	+5	+0.2%	$375B
2	2 IBM IBM $220B	1,863	+47	+3%	$96.5B
3	3 Oracle ORCL $407B	1,574	+46	+3%	$109B
4	4 Automatic Data Processing ADP $114B	1,210	+7	+0.6%	$36.4B
5	5 Adobe ADBE $97.4B	976	+59	+6%	$57B
6	6 Paychex PAYX $39.8B	877	-2	-0.2%	$14.6B
7	7 Broadcom AVGO $1.62T	858	+18	+2%	$81.1B
8	8 Salesforce CRM $202B	846	+32	+4%	$50.6B
9	9 Fortive FTV $17.4B	775	+1	+0.1%	$16.5B
10	10 Intuit INTU $88.6B	726	+34	+5%	$25.6B
11	11 Intercontinental Exchange ICE $88.8B	697	-11	-2%	$32B
12	CDK 12 DELISTED CDK Global, Inc. CDK	595	+18	+3%	$8B
13	13 Roper Technologies ROP $37.8B	583	+18	+3%	$20.6B
14	CTXS 14 DELISTED Citrix Systems Inc CTXS	552	-21	-4%	$12.2B
15	15 Broadridge BR $19.7B	499	-11	-2%	$6.81B
16	16 Autodesk ADSK $50.9B	494	-6	-1%	$18.7B
17	17 Verisk Analytics VRSK $24.4B	490	-20	-4%	$12.4B
18	18 Nasdaq NDAQ $52.1B	456	-8	-2%	$8.56B
19	VMW 19 DELISTED VMware, Inc VMW	442	+43	+11%	$8.21B
20	20 Synopsys SNPS $88.9B	441	+31	+8%	$10B
21	21 DELISTED Ansys ANSS	410	-16	-4%	$9.05B
22	22 Jack Henry & Associates JKHY $10.9B	399	-9	-2%	$6.36B
23	23 Factset FDS $10.7B	386	-3	-0.8%	$6.15B
24	24 NCR Voyix VYX $1.04B	383	+1	+0.3%	$4.95B
25	25 Cadence Design Systems CDNS $88.7B	378	+27	+8%	$7.6B