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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	2,487	+11	+0.4%	$427B
2	2 IBM IBM $215B	1,759	-37	-2%	$78.2B
3	3 Oracle ORCL $396B	1,642	+11	+0.7%	$118B
4	4 Automatic Data Processing ADP $111B	1,220	+28	+2%	$38.6B
5	5 Adobe ADBE $93.7B	1,066	+34	+3%	$64.7B
6	6 Broadcom AVGO $1.65T	963	+37	+4%	$88.9B
7	7 Salesforce CRM $194B	877	+19	+2%	$58.4B
8	8 Paychex PAYX $38.6B	851	-26	-3%	$14.8B
9	9 Fortive FTV $17.3B	777	+16	+2%	$19.6B
10	10 Intuit INTU $83B	750	0	0%	$31.5B
11	11 Intercontinental Exchange ICE $87.1B	734	+17	+2%	$36.5B
12	12 Roper Technologies ROP $36.9B	608	+13	+2%	$23.5B
13	13 Autodesk ADSK $48.3B	561	+7	+1%	$23.8B
14	CDK 14 DELISTED CDK Global, Inc. CDK	555	-16	-3%	$7.67B
15	CTXS 15 DELISTED Citrix Systems Inc CTXS	528	-18	-3%	$11.1B
16	16 Broadridge BR $19B	520	+11	+2%	$7.96B
17	VMW 17 DELISTED VMware, Inc VMW	474	+19	+4%	$9.93B
18	18 Verisk Analytics VRSK $23.5B	471	-9	-2%	$12.8B
19	19 Synopsys SNPS $92B	465	+13	+3%	$11B
20	20 Nasdaq NDAQ $51.4B	453	+7	+2%	$9.8B
21	21 DELISTED Ansys ANSS	442	-16	-3%	$10.2B
22	22 Jack Henry & Associates JKHY $10.9B	428	+5	+1%	$7.13B
23	23 ServiceNow NOW $145B	425	+31	+8%	$20.5B
24	24 Trimble TRMB $13.8B	406	+6	+2%	$8.96B
25	MFGP 25 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	393	+393	–	$3.8B