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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	2,817	+27	+1%	$554B
2	2 IBM IBM $220B	1,946	-25	-1%	$72.4B
3	3 Oracle ORCL $407B	1,704	-49	-3%	$99.4B
4	4 Automatic Data Processing ADP $114B	1,393	+54	+4%	$47.2B
5	5 Adobe ADBE $97.6B	1,345	+61	+5%	$103B
6	6 Salesforce CRM $202B	1,143	+67	+6%	$86.6B
7	7 Broadcom AVGO $1.62T	1,028	+90	+10%	$89.4B
8	8 Paychex PAYX $39.9B	969	+30	+3%	$16.7B
9	9 Intuit INTU $88.2B	877	+83	+10%	$46.5B
10	10 Fortive FTV $17.4B	826	-5	-0.6%	$22.2B
11	11 Intercontinental Exchange ICE $88.5B	819	+5	+0.6%	$37.8B
12	12 Roper Technologies ROP $37.9B	709	+22	+3%	$26.7B
13	13 Broadridge BR $19.7B	682	+53	+8%	$11.5B
14	14 Autodesk ADSK $50.9B	639	+8	+1%	$27.7B
15	CDK 15 DELISTED CDK Global, Inc. CDK	602	0	0%	$7.01B
16	CTXS 16 DELISTED Citrix Systems Inc CTXS	587	+35	+6%	$14.7B
17	17 ServiceNow NOW $153B	553	+39	+8%	$29.5B
18	18 Verisk Analytics VRSK $24.5B	550	+4	+0.7%	$16.5B
19	19 DELISTED Ansys ANSS	549	+13	+2%	$14.1B
20	20 DELISTED Splunk Inc SPLK	521	+20	+4%	$13.1B
21	21 Nasdaq NDAQ $52.1B	514	+19	+4%	$11.5B
22	22 Synopsys SNPS $88.9B	514	-6	-1%	$11.5B
23	VMW 23 DELISTED VMware, Inc VMW	510	+36	+8%	$12B
24	24 Jack Henry & Associates JKHY $10.9B	490	+12	+3%	$8.95B
25	25 Workday WDAY $47.6B	441	+4	+0.9%	$17.9B