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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	3,120	+26	+0.8%	$663B
2	2 IBM IBM $215B	1,975	+66	+3%	$70.7B
3	3 Oracle ORCL $396B	1,804	+33	+2%	$99.3B
4	4 Automatic Data Processing ADP $111B	1,522	+50	+3%	$56.4B
5	5 Adobe ADBE $93.7B	1,508	+64	+4%	$113B
6	6 Salesforce CRM $194B	1,418	+115	+9%	$102B
7	7 Broadcom AVGO $1.65T	1,224	+95	+8%	$102B
8	8 Paychex PAYX $38.6B	1,081	+45	+4%	$20.4B
9	9 Intuit INTU $83B	973	+65	+7%	$60.3B
10	10 Intercontinental Exchange ICE $87.1B	882	+3	+0.3%	$38.8B
11	11 Fortive FTV $17.3B	817	+29	+4%	$23.9B
12	12 Roper Technologies ROP $36.9B	758	-2	-0.3%	$33.5B
13	13 Autodesk ADSK $48.3B	733	+54	+8%	$32.2B
14	14 ServiceNow NOW $145B	719	+67	+10%	$43.1B
15	15 Broadridge BR $19B	702	-8	-1%	$10.3B
16	CTXS 16 DELISTED Citrix Systems Inc CTXS	647	+7	+1%	$13.7B
17	17 Verisk Analytics VRSK $23.5B	610	+10	+2%	$20.6B
18	18 DELISTED Ansys ANSS	609	+40	+7%	$14.5B
19	19 Workday WDAY $45.5B	606	+79	+15%	$29.1B
20	CDK 20 DELISTED CDK Global, Inc. CDK	592	+20	+3%	$6B
21	21 DELISTED Splunk Inc SPLK	591	+69	+13%	$17.4B
22	VMW 22 DELISTED VMware, Inc VMW	561	+46	+9%	$13.4B
23	23 Jack Henry & Associates JKHY $10.9B	558	+4	+0.7%	$9.71B
24	24 Veeva Systems VEEV $48.1B	548	+70	+15%	$14.7B
25	25 Synopsys SNPS $92B	529	+2	+0.4%	$16B