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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	3,529	+87	+3%	$859B
2	2 IBM IBM $215B	1,973	-104	-5%	$56.6B
3	3 Oracle ORCL $396B	1,798	-121	-6%	$74.7B
4	4 Adobe ADBE $93.7B	1,786	+55	+3%	$131B
5	5 Salesforce CRM $194B	1,621	+38	+2%	$107B
6	6 Automatic Data Processing ADP $111B	1,573	-115	-7%	$47.6B
7	7 Broadcom AVGO $1.65T	1,296	-57	-4%	$78.5B
8	8 Paychex PAYX $38.6B	1,074	-107	-9%	$15.7B
9	9 Intuit INTU $83B	1,051	-36	-3%	$52.3B
10	10 Intercontinental Exchange ICE $87.1B	1,006	-17	-2%	$39.2B
11	11 ServiceNow NOW $145B	943	+92	+11%	$51.1B
12	12 Roper Technologies ROP $36.9B	838	-23	-3%	$30.4B
13	13 Autodesk ADSK $48.3B	784	+10	+1%	$31.9B
14	14 Fortive FTV $17.3B	719	-110	-13%	$15.6B
15	15 Broadridge BR $19B	697	-55	-7%	$9.35B
16	CTXS 16 DELISTED Citrix Systems Inc CTXS	667	+39	+6%	$16.4B
17	17 DELISTED Ansys ANSS	650	-7	-1%	$18.6B
18	18 Verisk Analytics VRSK $23.5B	647	-31	-5%	$20.3B
19	19 DELISTED Splunk Inc SPLK	620	-25	-4%	$18.8B
20	20 Synopsys SNPS $92B	606	-18	-3%	$17.5B
21	21 Veeva Systems VEEV $48.1B	606	-17	-3%	$19B
22	22 Jack Henry & Associates JKHY $10.9B	586	-12	-2%	$10.7B
23	23 DocuSign DOCU $14.1B	570	+117	+26%	$13.5B
24	24 Workday WDAY $45.5B	570	-23	-4%	$20.4B
25	25 Paycom PAYC $10.8B	545	+35	+7%	$9.01B