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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	3,980	-19	-0.5%	$1.43T
2	2 Adobe ADBE $93.7B	2,239	+83	+4%	$232B
3	3 IBM IBM $215B	2,218	+66	+3%	$74.3B
4	4 Oracle ORCL $396B	2,098	+55	+3%	$98.1B
5	5 Salesforce CRM $194B	2,067	+84	+4%	$178B
6	6 Automatic Data Processing ADP $111B	1,753	+26	+2%	$67.3B
7	7 Broadcom AVGO $1.65T	1,724	+32	+2%	$159B
8	8 Intuit INTU $83B	1,380	+46	+3%	$113B
9	9 ServiceNow NOW $145B	1,273	+8	+0.6%	$95.3B
10	10 Paychex PAYX $38.6B	1,239	+15	+1%	$27.2B
11	11 Intercontinental Exchange ICE $87.1B	1,175	+3	+0.3%	$59.1B
12	12 DocuSign DOCU $14.1B	1,028	+58	+6%	$41.7B
13	13 Autodesk ADSK $48.3B	1,015	-11	-1%	$56.8B
14	14 Roper Technologies ROP $36.9B	963	+2	+0.2%	$46B
15	15 Zoom ZM $27.6B	943	+12	+1%	$54.1B
16	16 Veeva Systems VEEV $48.1B	823	+50	+6%	$37.5B
17	17 Workday WDAY $45.5B	791	-2	-0.3%	$41.4B
18	18 Broadridge BR $19B	785	+16	+2%	$16.3B
19	19 Verisk Analytics VRSK $23.5B	753	-1	-0.1%	$25.1B
20	20 DELISTED Ansys ANSS	749	+25	+3%	$27.2B
21	21 Synopsys SNPS $92B	748	+31	+4%	$36.8B
22	22 Fortive FTV $17.3B	738	-5	-0.7%	$22.9B
23	23 Cadence Design Systems CDNS $90.7B	704	-4	-0.6%	$32.2B
24	24 Snowflake SNOW $118B	682	+61	+10%	$45.3B
25	25 DELISTED Splunk Inc SPLK	673	-5	-0.7%	$19.8B