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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	4,030	+50	+1%	$1.49T
2	2 Adobe ADBE $93.7B	2,289	+50	+2%	$228B
3	3 Salesforce CRM $194B	2,181	+114	+6%	$208B
4	4 IBM IBM $215B	2,164	-54	-2%	$70.6B
5	5 Oracle ORCL $396B	2,109	+11	+0.5%	$102B
6	6 Broadcom AVGO $1.65T	1,757	+33	+2%	$162B
7	7 Automatic Data Processing ADP $111B	1,750	-3	-0.2%	$67B
8	8 Intuit INTU $83B	1,445	+65	+5%	$124B
9	9 ServiceNow NOW $145B	1,330	+57	+4%	$109B
10	10 Paychex PAYX $38.6B	1,283	+44	+4%	$28.6B
11	11 Intercontinental Exchange ICE $87.1B	1,187	+12	+1%	$57B
12	12 DocuSign DOCU $14.1B	1,039	+11	+1%	$39.2B
13	13 Autodesk ADSK $48.3B	1,024	+9	+0.9%	$55.7B
14	14 Roper Technologies ROP $36.9B	977	+14	+1%	$43.3B
15	15 Zoom ZM $27.6B	873	-70	-7%	$38.4B
16	16 Veeva Systems VEEV $48.1B	823	0	0%	$35.2B
17	17 Workday WDAY $45.5B	801	+10	+1%	$43.5B
18	18 Broadridge BR $19B	787	+2	+0.3%	$16.8B
19	19 Synopsys SNPS $92B	781	+33	+4%	$40B
20	20 Snowflake SNOW $118B	752	+70	+10%	$62.5B
21	21 Verisk Analytics VRSK $23.5B	751	-2	-0.3%	$29.2B
22	22 Fortive FTV $17.3B	740	+2	+0.3%	$24B
23	23 DELISTED Ansys ANSS	732	-17	-2%	$26.9B
24	24 Cadence Design Systems CDNS $90.7B	720	+16	+2%	$35.8B
25	25 Atlassian TEAM $51.8B	695	+63	+10%	$46.1B