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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	2,476	+44	+2%	$395B
2	2 IBM IBM $215B	1,796	-67	-4%	$84.5B
3	3 Oracle ORCL $396B	1,631	+57	+4%	$123B
4	4 Automatic Data Processing ADP $111B	1,192	-18	-1%	$37.4B
5	5 Adobe ADBE $93.7B	1,032	+56	+6%	$61.7B
6	6 Broadcom AVGO $1.65T	926	+68	+8%	$86.1B
7	7 Paychex PAYX $38.6B	877	0	0%	$13.9B
8	8 Salesforce CRM $194B	858	+12	+1%	$54.1B
9	9 Fortive FTV $17.3B	761	-14	-2%	$17.5B
10	10 Intuit INTU $83B	750	+24	+3%	$29.4B
11	11 Intercontinental Exchange ICE $87.1B	717	+20	+3%	$35.1B
12	12 Roper Technologies ROP $36.9B	595	+12	+2%	$22.5B
13	CDK 13 DELISTED CDK Global, Inc. CDK	571	-24	-4%	$7.46B
14	14 Autodesk ADSK $48.3B	554	+60	+12%	$21.1B
15	CTXS 15 DELISTED Citrix Systems Inc CTXS	546	-6	-1%	$11.5B
16	16 Broadridge BR $19B	509	+10	+2%	$7.44B
17	17 Verisk Analytics VRSK $23.5B	480	-10	-2%	$13.1B
18	18 DELISTED Ansys ANSS	458	+48	+12%	$10B
19	VMW 19 DELISTED VMware, Inc VMW	455	+13	+3%	$7.83B
20	20 Synopsys SNPS $92B	452	+11	+2%	$9.87B
21	21 Nasdaq NDAQ $51.4B	446	-10	-2%	$8.92B
22	22 Jack Henry & Associates JKHY $10.9B	423	+24	+6%	$7.44B
23	23 Trimble TRMB $13.8B	400	+23	+6%	$8.21B
24	24 Factset FDS $10.3B	396	+10	+3%	$6.14B
25	25 ServiceNow NOW $145B	394	+18	+5%	$18.1B