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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	3,562	+33	+0.9%	$1.1T
2	2 IBM IBM $215B	1,994	+21	+1%	$62.2B
3	3 Adobe ADBE $93.7B	1,939	+153	+9%	$177B
4	4 Oracle ORCL $396B	1,824	+26	+1%	$84B
5	5 Salesforce CRM $194B	1,704	+83	+5%	$140B
6	6 Automatic Data Processing ADP $111B	1,596	+23	+1%	$51.6B
7	7 Broadcom AVGO $1.65T	1,388	+92	+7%	$105B
8	8 Intuit INTU $83B	1,109	+58	+6%	$67.1B
9	9 Paychex PAYX $38.6B	1,095	+21	+2%	$19.4B
10	10 ServiceNow NOW $145B	1,067	+124	+13%	$71.2B
11	11 Intercontinental Exchange ICE $87.1B	1,056	+50	+5%	$43.9B
12	12 Roper Technologies ROP $36.9B	907	+69	+8%	$38.1B
13	13 Autodesk ADSK $48.3B	863	+79	+10%	$48.4B
14	14 DocuSign DOCU $14.1B	735	+165	+29%	$25.1B
15	15 Fortive FTV $17.3B	722	+3	+0.4%	$20B
16	16 Broadridge BR $19B	718	+21	+3%	$12.7B
17	17 Zoom ZM $27.6B	715	+201	+39%	$27.2B
18	18 DELISTED Splunk Inc SPLK	706	+86	+14%	$30B
19	19 Verisk Analytics VRSK $23.5B	706	+59	+9%	$24.8B
20	CTXS 20 DELISTED Citrix Systems Inc CTXS	689	+22	+3%	$16.9B
21	21 Veeva Systems VEEV $48.1B	687	+81	+13%	$28.3B
22	22 DELISTED Ansys ANSS	682	+32	+5%	$23.1B
23	23 Workday WDAY $45.5B	656	+86	+15%	$30.3B
24	24 Synopsys SNPS $92B	631	+25	+4%	$26.8B
25	25 Jack Henry & Associates JKHY $10.9B	625	+39	+7%	$12.7B