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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	3,124	+4	+0.1%	$755B
2	2 IBM IBM $220B	1,950	-25	-1%	$71.3B
3	3 Oracle ORCL $407B	1,816	+12	+0.7%	$103B
4	4 Adobe ADBE $97.6B	1,540	+32	+2%	$125B
5	5 Automatic Data Processing ADP $114B	1,537	+15	+1%	$58.7B
6	6 Salesforce CRM $202B	1,379	-39	-3%	$99.4B
7	7 Broadcom AVGO $1.62T	1,243	+19	+2%	$99.8B
8	8 Paychex PAYX $40B	1,101	+20	+2%	$20.9B
9	9 Intuit INTU $88.2B	998	+25	+3%	$60B
10	10 Intercontinental Exchange ICE $88.5B	894	+12	+1%	$43.8B
11	11 Roper Technologies ROP $37.9B	809	+51	+7%	$35.9B
12	12 Fortive FTV $17.4B	805	-12	-1%	$23.1B
13	13 ServiceNow NOW $153B	779	+60	+8%	$47.5B
14	14 Autodesk ADSK $50.9B	738	+5	+0.7%	$33.8B
15	15 Broadridge BR $19.7B	690	-12	-2%	$14.1B
16	16 Verisk Analytics VRSK $24.5B	656	+46	+8%	$22.2B
17	17 Veeva Systems VEEV $50.4B	620	+72	+13%	$18.6B
18	18 Workday WDAY $47.6B	611	+5	+0.8%	$31.6B
19	CTXS 19 DELISTED Citrix Systems Inc CTXS	607	-40	-6%	$13.5B
20	20 DELISTED Ansys ANSS	593	-16	-3%	$16.4B
21	21 DELISTED Splunk Inc SPLK	582	-9	-2%	$17.5B
22	22 Synopsys SNPS $88.9B	572	+43	+8%	$17.5B
23	VMW 23 DELISTED VMware, Inc VMW	561	0	0%	$12.1B
24	24 Jack Henry & Associates JKHY $10.9B	554	-4	-0.7%	$9.51B
25	CDK 25 DELISTED CDK Global, Inc. CDK	551	-41	-7%	$4.99B