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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	2,850	+33	+1%	$644B
2	2 IBM IBM $215B	1,924	-22	-1%	$79.7B
3	3 Oracle ORCL $396B	1,708	+4	+0.2%	$111B
4	4 Automatic Data Processing ADP $111B	1,416	+23	+2%	$52.4B
5	5 Adobe ADBE $93.7B	1,390	+45	+3%	$113B
6	6 Salesforce CRM $194B	1,219	+76	+7%	$101B
7	7 Broadcom AVGO $1.65T	1,022	-6	-0.6%	$88.3B
8	8 Paychex PAYX $38.6B	1,014	+45	+5%	$18.7B
9	9 Intuit INTU $83B	905	+28	+3%	$51.4B
10	10 Fortive FTV $17.3B	838	+12	+1%	$30.2B
11	11 Intercontinental Exchange ICE $87.1B	828	+9	+1%	$38.5B
12	12 Roper Technologies ROP $36.9B	745	+36	+5%	$28.4B
13	13 Broadridge BR $19B	727	+45	+7%	$13B
14	14 Autodesk ADSK $48.3B	672	+33	+5%	$32.4B
15	15 ServiceNow NOW $145B	627	+74	+13%	$33.3B
16	CTXS 16 DELISTED Citrix Systems Inc CTXS	621	+34	+6%	$15.2B
17	CDK 17 DELISTED CDK Global, Inc. CDK	610	+8	+1%	$6.54B
18	18 Verisk Analytics VRSK $23.5B	576	+26	+5%	$18.6B
19	19 DELISTED Splunk Inc SPLK	559	+38	+7%	$16.4B
20	20 DELISTED Ansys ANSS	551	+2	+0.4%	$14.9B
21	21 Synopsys SNPS $92B	542	+28	+5%	$13.3B
22	22 Jack Henry & Associates JKHY $10.9B	517	+27	+6%	$11.2B
23	23 Nasdaq NDAQ $51.4B	515	+1	+0.2%	$10.7B
24	VMW 24 DELISTED VMware, Inc VMW	509	-1	-0.2%	$11.9B
25	25 Workday WDAY $45.5B	469	+28	+6%	$22B