← All themes

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	3,977	+384	+11%	$1.18T
2	2 Adobe ADBE $93.7B	2,179	+164	+8%	$199B
3	3 IBM IBM $215B	2,135	+144	+7%	$63.8B
4	4 Oracle ORCL $396B	2,000	+129	+7%	$88.8B
5	5 Salesforce CRM $194B	1,991	+157	+9%	$164B
6	6 Automatic Data Processing ADP $111B	1,709	+144	+9%	$60.2B
7	7 Broadcom AVGO $1.65T	1,637	+188	+13%	$146B
8	8 Intuit INTU $83B	1,312	+136	+12%	$87.8B
9	9 ServiceNow NOW $145B	1,273	+146	+13%	$95.5B
10	10 Paychex PAYX $38.6B	1,215	+107	+10%	$23.6B
11	11 Intercontinental Exchange ICE $87.1B	1,138	+73	+7%	$57.8B
12	12 Autodesk ADSK $48.3B	1,015	+122	+14%	$60.5B
13	13 Roper Technologies ROP $36.9B	974	+33	+4%	$42B
14	14 DocuSign DOCU $14.1B	965	+116	+14%	$31.1B
15	15 Zoom ZM $27.6B	938	+52	+6%	$38.9B
16	16 Veeva Systems VEEV $48.1B	800	+52	+7%	$32.6B
17	17 Broadridge BR $19B	786	+44	+6%	$15.2B
18	18 Workday WDAY $45.5B	786	+87	+12%	$40B
19	19 Verisk Analytics VRSK $23.5B	783	+49	+7%	$30.3B
20	20 Fortive FTV $17.3B	769	+21	+3%	$22.3B
21	21 DELISTED Ansys ANSS	754	+68	+10%	$28.7B
22	22 DELISTED Splunk Inc SPLK	722	+4	+0.6%	$25.8B
23	23 Synopsys SNPS $92B	710	+58	+9%	$35B
24	CTXS 24 DELISTED Citrix Systems Inc CTXS	701	+13	+2%	$14.9B
25	25 Cadence Design Systems CDNS $90.7B	700	+54	+8%	$32.8B