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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	3,593	+31	+0.9%	$1.12T
2	2 Adobe ADBE $93.7B	2,015	+76	+4%	$197B
3	3 IBM IBM $215B	1,991	-3	-0.2%	$61.9B
4	4 Oracle ORCL $396B	1,871	+47	+3%	$85.5B
5	5 Salesforce CRM $194B	1,834	+130	+8%	$188B
6	6 Automatic Data Processing ADP $111B	1,565	-31	-2%	$48.5B
7	7 Broadcom AVGO $1.65T	1,449	+61	+4%	$122B
8	8 Intuit INTU $83B	1,176	+67	+6%	$73.8B
9	9 ServiceNow NOW $145B	1,127	+60	+6%	$84.2B
10	10 Paychex PAYX $38.6B	1,108	+13	+1%	$20.4B
11	11 Intercontinental Exchange ICE $87.1B	1,065	+9	+0.9%	$49.7B
12	12 Roper Technologies ROP $36.9B	941	+34	+4%	$38.5B
13	13 Autodesk ADSK $48.3B	893	+30	+3%	$46.2B
14	14 Zoom ZM $27.6B	886	+171	+24%	$52.8B
15	15 DocuSign DOCU $14.1B	849	+114	+16%	$29.6B
16	16 Fortive FTV $17.3B	748	+26	+4%	$21.9B
17	17 Veeva Systems VEEV $48.1B	748	+61	+9%	$33.3B
18	18 Broadridge BR $19B	742	+24	+3%	$13.1B
19	19 Verisk Analytics VRSK $23.5B	734	+28	+4%	$26.9B
20	20 DELISTED Splunk Inc SPLK	718	+12	+2%	$28.1B
21	21 Workday WDAY $45.5B	699	+43	+7%	$35.4B
22	CTXS 22 DELISTED Citrix Systems Inc CTXS	688	-1	-0.1%	$15.4B
23	23 DELISTED Ansys ANSS	686	+4	+0.6%	$25.6B
24	24 Synopsys SNPS $92B	652	+21	+3%	$29B
25	25 Cadence Design Systems CDNS $90.7B	646	+48	+8%	$25.5B