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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	2,790	+36	+1%	$516B
2	2 IBM IBM $215B	1,971	-5	-0.3%	$80.7B
3	3 Oracle ORCL $396B	1,753	-7	-0.4%	$109B
4	4 Automatic Data Processing ADP $111B	1,339	+1	+0.1%	$39.8B
5	5 Adobe ADBE $93.7B	1,284	+110	+9%	$92.6B
6	6 Salesforce CRM $194B	1,076	+73	+7%	$73.3B
7	7 Paychex PAYX $38.6B	939	-14	-1%	$15.4B
8	8 Broadcom AVGO $1.65T	938	-126	-12%	$85.1B
9	9 Fortive FTV $17.3B	831	-10	-1%	$21.9B
10	10 Intercontinental Exchange ICE $87.1B	814	+7	+0.9%	$37.7B
11	11 Intuit INTU $83B	794	+15	+2%	$39.3B
12	12 Roper Technologies ROP $36.9B	687	+23	+3%	$27.4B
13	13 Autodesk ADSK $48.3B	631	+28	+5%	$26B
14	14 Broadridge BR $19B	629	+27	+4%	$11.1B
15	CDK 15 DELISTED CDK Global, Inc. CDK	602	-23	-4%	$7.24B
16	CTXS 16 DELISTED Citrix Systems Inc CTXS	552	+3	+0.5%	$12.2B
17	17 Verisk Analytics VRSK $23.5B	546	+20	+4%	$16B
18	18 DELISTED Ansys ANSS	536	+27	+5%	$12.5B
19	19 Synopsys SNPS $92B	520	+4	+0.8%	$11.1B
20	20 ServiceNow NOW $145B	514	+51	+11%	$28.6B
21	21 DELISTED Splunk Inc SPLK	501	+83	+20%	$13.4B
22	22 Nasdaq NDAQ $51.4B	495	-6	-1%	$10.9B
23	23 Jack Henry & Associates JKHY $10.9B	478	+25	+6%	$8.29B
24	VMW 24 DELISTED VMware, Inc VMW	474	-29	-6%	$9.82B
25	25 Workday WDAY $45.5B	437	+43	+11%	$19B