← 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	4,548	+518	+13%	$1.78T
2	2 Adobe ADBE $93.7B	2,467	+178	+8%	$222B
3	3 IBM IBM $215B	2,351	+187	+9%	$67.4B
4	4 Salesforce CRM $194B	2,350	+169	+8%	$197B
5	5 Oracle ORCL $396B	2,299	+190	+9%	$98.6B
6	6 Broadcom AVGO $1.65T	2,026	+269	+15%	$222B
7	7 Automatic Data Processing ADP $111B	1,934	+184	+11%	$82.1B
8	8 Intuit INTU $83B	1,665	+220	+15%	$152B
9	9 Paychex PAYX $38.6B	1,439	+156	+12%	$34.6B
10	10 ServiceNow NOW $145B	1,412	+82	+6%	$114B
11	11 Intercontinental Exchange ICE $87.1B	1,326	+139	+12%	$67.5B
12	12 Autodesk ADSK $48.3B	1,106	+82	+8%	$54.7B
13	13 Roper Technologies ROP $36.9B	1,051	+74	+8%	$48B
14	14 DocuSign DOCU $14.1B	1,008	-31	-3%	$23B
15	15 Snowflake SNOW $118B	936	+184	+24%	$71.3B
16	VMW 16 DELISTED VMware, Inc VMW	896	+309	+53%	$24B
17	17 Workday WDAY $45.5B	876	+75	+9%	$48.4B
18	18 Synopsys SNPS $92B	838	+57	+7%	$48.8B
19	19 Veeva Systems VEEV $48.1B	838	+15	+2%	$31.3B
20	20 Verisk Analytics VRSK $23.5B	829	+78	+10%	$33.3B
21	21 Cadence Design Systems CDNS $90.7B	821	+101	+14%	$43.8B
22	22 Broadridge BR $19B	819	+32	+4%	$18.6B
23	23 Zoom ZM $27.6B	813	-60	-7%	$28.3B
24	24 Fortive FTV $17.3B	797	+57	+8%	$26.2B
25	25 DELISTED Ansys ANSS	795	+63	+9%	$31.6B