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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	3,999	+22	+0.6%	$1.25T
2	2 Adobe ADBE $93.7B	2,156	-23	-1%	$188B
3	3 IBM IBM $215B	2,152	+17	+0.8%	$67B
4	4 Oracle ORCL $396B	2,043	+43	+2%	$93.5B
5	5 Salesforce CRM $194B	1,983	-8	-0.4%	$151B
6	6 Automatic Data Processing ADP $111B	1,727	+18	+1%	$64.4B
7	7 Broadcom AVGO $1.65T	1,692	+55	+3%	$156B
8	8 Intuit INTU $83B	1,334	+22	+2%	$88.8B
9	9 ServiceNow NOW $145B	1,265	-8	-0.6%	$86.5B
10	10 Paychex PAYX $38.6B	1,224	+9	+0.7%	$24.8B
11	11 Intercontinental Exchange ICE $87.1B	1,172	+34	+3%	$55.8B
12	12 Autodesk ADSK $48.3B	1,026	+11	+1%	$53.8B
13	13 DocuSign DOCU $14.1B	970	+5	+0.5%	$28.7B
14	14 Roper Technologies ROP $36.9B	961	-13	-1%	$39.1B
15	15 Zoom ZM $27.6B	931	-7	-0.7%	$40.8B
16	16 Workday WDAY $45.5B	793	+7	+0.9%	$42.5B
17	17 Veeva Systems VEEV $48.1B	773	-27	-3%	$31.3B
18	18 Broadridge BR $19B	769	-17	-2%	$15.3B
19	19 Verisk Analytics VRSK $23.5B	754	-29	-4%	$25.8B
20	20 Fortive FTV $17.3B	743	-26	-3%	$22.1B
21	21 DELISTED Ansys ANSS	724	-30	-4%	$26.8B
22	22 Synopsys SNPS $92B	717	+7	+1%	$33.1B
23	23 Cadence Design Systems CDNS $90.7B	708	+8	+1%	$32.6B
24	CTXS 24 DELISTED Citrix Systems Inc CTXS	681	-20	-3%	$15.9B
25	25 DELISTED Splunk Inc SPLK	678	-44	-6%	$19.2B