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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	3,442	+308	+10%	$873B
2	2 IBM IBM $215B	2,077	+115	+6%	$68B
3	3 Oracle ORCL $396B	1,919	+122	+7%	$87B
4	4 Adobe ADBE $93.7B	1,731	+188	+12%	$136B
5	5 Automatic Data Processing ADP $111B	1,688	+149	+10%	$59.3B
6	6 Salesforce CRM $194B	1,583	+157	+11%	$120B
7	7 Broadcom AVGO $1.65T	1,353	+119	+10%	$105B
8	8 Paychex PAYX $38.6B	1,181	+77	+7%	$21.1B
9	9 Intuit INTU $83B	1,087	+77	+8%	$59.6B
10	10 Intercontinental Exchange ICE $87.1B	1,023	+114	+13%	$46.1B
11	11 Roper Technologies ROP $36.9B	861	+53	+7%	$34.6B
12	12 ServiceNow NOW $145B	851	+71	+9%	$52.2B
13	13 Fortive FTV $17.3B	829	+58	+8%	$21.3B
14	14 Autodesk ADSK $48.3B	774	+83	+12%	$37.6B
15	15 Broadridge BR $19B	752	+61	+9%	$12.2B
16	16 Verisk Analytics VRSK $23.5B	678	+1	+0.1%	$21.8B
17	17 DELISTED Ansys ANSS	657	+53	+9%	$21B
18	18 DELISTED Splunk Inc SPLK	645	+80	+14%	$22B
19	CTXS 19 DELISTED Citrix Systems Inc CTXS	628	+50	+9%	$13.4B
20	20 Synopsys SNPS $92B	624	+33	+6%	$18.5B
21	21 Veeva Systems VEEV $48.1B	623	+21	+3%	$16.4B
22	22 Jack Henry & Associates JKHY $10.9B	598	+50	+9%	$10.2B
23	23 Workday WDAY $45.5B	593	+21	+4%	$25.2B
24	24 Cadence Design Systems CDNS $90.7B	575	+33	+6%	$16.9B
25	VMW 25 DELISTED VMware, Inc VMW	555	+14	+3%	$11.2B