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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	3,134	+10	+0.3%	$779B
2	2 IBM IBM $215B	1,962	+12	+0.6%	$73.5B
3	3 Oracle ORCL $396B	1,797	-19	-1%	$93.6B
4	4 Adobe ADBE $93.7B	1,543	+3	+0.2%	$115B
5	5 Automatic Data Processing ADP $111B	1,539	+2	+0.1%	$56.7B
6	6 Salesforce CRM $194B	1,426	+47	+3%	$107B
7	7 Broadcom AVGO $1.65T	1,234	-9	-0.7%	$92.5B
8	8 Paychex PAYX $38.6B	1,104	+3	+0.3%	$20.8B
9	9 Intuit INTU $83B	1,010	+12	+1%	$60.6B
10	10 Intercontinental Exchange ICE $87.1B	909	+15	+2%	$46.4B
11	11 Roper Technologies ROP $36.9B	808	-1	-0.1%	$34.7B
12	12 ServiceNow NOW $145B	780	+1	+0.1%	$44.1B
13	13 Fortive FTV $17.3B	771	-34	-4%	$19.2B
14	14 Autodesk ADSK $48.3B	691	-47	-6%	$31.3B
15	15 Broadridge BR $19B	691	+1	+0.1%	$12.5B
16	16 Verisk Analytics VRSK $23.5B	677	+21	+3%	$23.6B
17	17 DELISTED Ansys ANSS	604	+11	+2%	$17.8B
18	18 Veeva Systems VEEV $48.1B	602	-18	-3%	$17.8B
19	19 Synopsys SNPS $92B	591	+19	+3%	$18.4B
20	CTXS 20 DELISTED Citrix Systems Inc CTXS	578	-29	-5%	$12.3B
21	21 Workday WDAY $45.5B	572	-39	-6%	$26.9B
22	22 DELISTED Splunk Inc SPLK	565	-17	-3%	$16.9B
23	23 Jack Henry & Associates JKHY $10.9B	548	-6	-1%	$10.3B
24	24 Cadence Design Systems CDNS $90.7B	542	-2	-0.4%	$16.1B
25	VMW 25 DELISTED VMware, Inc VMW	541	-20	-4%	$10.4B