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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	3,094	+244	+9%	$572B
2	2 IBM IBM $215B	1,909	-15	-0.8%	$56.5B
3	3 Oracle ORCL $396B	1,771	+63	+4%	$89B
4	4 Automatic Data Processing ADP $111B	1,472	+56	+4%	$46.3B
5	5 Adobe ADBE $93.7B	1,444	+54	+4%	$95.9B
6	6 Salesforce CRM $194B	1,303	+84	+7%	$87.9B
7	7 Broadcom AVGO $1.65T	1,129	+107	+10%	$87.8B
8	8 Paychex PAYX $38.6B	1,036	+22	+2%	$16.1B
9	9 Intuit INTU $83B	908	+3	+0.3%	$44.9B
10	10 Intercontinental Exchange ICE $87.1B	879	+51	+6%	$38.6B
11	11 Fortive FTV $17.3B	788	-50	-6%	$19.3B
12	12 Roper Technologies ROP $36.9B	760	+15	+2%	$25.6B
13	13 Broadridge BR $19B	710	-17	-2%	$9.37B
14	14 Autodesk ADSK $48.3B	679	+7	+1%	$27B
15	15 ServiceNow NOW $145B	652	+25	+4%	$31.4B
16	CTXS 16 DELISTED Citrix Systems Inc CTXS	640	+19	+3%	$13.5B
17	17 Verisk Analytics VRSK $23.5B	600	+24	+4%	$16.6B
18	CDK 18 DELISTED CDK Global, Inc. CDK	572	-38	-6%	$4.89B
19	19 DELISTED Ansys ANSS	569	+18	+3%	$11.3B
20	20 Jack Henry & Associates JKHY $10.9B	554	+37	+7%	$8.83B
21	21 Synopsys SNPS $92B	527	-15	-3%	$11.4B
22	22 Workday WDAY $45.5B	527	+58	+12%	$24.5B
23	23 Nasdaq NDAQ $51.4B	526	+11	+2%	$10.4B
24	24 DELISTED Splunk Inc SPLK	522	-37	-7%	$14.8B
25	VMW 25 DELISTED VMware, Inc VMW	515	+6	+1%	$10.1B