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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	2,754	+267	+11%	$488B
2	2 IBM IBM $215B	1,976	+217	+12%	$81.1B
3	3 Oracle ORCL $396B	1,760	+118	+7%	$114B
4	4 Automatic Data Processing ADP $111B	1,338	+118	+10%	$40.9B
5	5 Adobe ADBE $93.7B	1,174	+108	+10%	$75.3B
6	6 Broadcom AVGO $1.65T	1,064	+101	+10%	$94.5B
7	7 Salesforce CRM $194B	1,003	+126	+14%	$64.1B
8	8 Paychex PAYX $38.6B	953	+102	+12%	$16.8B
9	9 Fortive FTV $17.3B	841	+64	+8%	$20.5B
10	10 Intercontinental Exchange ICE $87.1B	807	+73	+10%	$37.3B
11	11 Intuit INTU $83B	779	+29	+4%	$35.2B
12	12 Roper Technologies ROP $36.9B	664	+56	+9%	$25.2B
13	CDK 13 DELISTED CDK Global, Inc. CDK	625	+70	+13%	$8.23B
14	14 Autodesk ADSK $48.3B	603	+42	+7%	$22B
15	15 Broadridge BR $19B	602	+82	+16%	$8.94B
16	CTXS 16 DELISTED Citrix Systems Inc CTXS	549	+21	+4%	$12.2B
17	17 Verisk Analytics VRSK $23.5B	526	+55	+12%	$14.6B
18	18 Synopsys SNPS $92B	516	+51	+11%	$11.5B
19	19 DELISTED Ansys ANSS	509	+67	+15%	$12B
20	VMW 20 DELISTED VMware, Inc VMW	503	+29	+6%	$11.4B
21	21 Nasdaq NDAQ $51.4B	501	+48	+11%	$9.79B
22	22 ServiceNow NOW $145B	463	+38	+9%	$22.9B
23	23 Jack Henry & Associates JKHY $10.9B	453	+25	+6%	$7.98B
24	24 Cadence Design Systems CDNS $90.7B	448	+57	+15%	$10.2B
25	25 Trimble TRMB $13.8B	437	+31	+8%	$9.1B