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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	4,544	-4	-0.1%	$1.61T
2	2 Adobe ADBE $93.7B	2,389	-78	-3%	$177B
3	3 IBM IBM $215B	2,338	-13	-0.6%	$65.2B
4	4 Salesforce CRM $194B	2,275	-75	-3%	$163B
5	5 Oracle ORCL $396B	2,266	-33	-1%	$93B
6	6 Broadcom AVGO $1.65T	2,057	+31	+2%	$207B
7	7 Automatic Data Processing ADP $111B	1,953	+19	+1%	$75.8B
8	8 Intuit INTU $83B	1,553	-112	-7%	$114B
9	9 Paychex PAYX $38.6B	1,438	-1	-0.1%	$34.8B
10	10 ServiceNow NOW $145B	1,405	-7	-0.5%	$98.5B
11	11 Intercontinental Exchange ICE $87.1B	1,332	+6	+0.5%	$65B
12	12 Roper Technologies ROP $36.9B	1,058	+7	+0.7%	$46.6B
13	13 Autodesk ADSK $48.3B	1,057	-49	-4%	$41.2B
14	14 DocuSign DOCU $14.1B	936	-72	-7%	$16.5B
15	15 Snowflake SNOW $118B	885	-51	-5%	$49.2B
16	VMW 16 DELISTED VMware, Inc VMW	866	-30	-3%	$23.4B
17	17 Workday WDAY $45.5B	865	-11	-1%	$42.6B
18	18 Synopsys SNPS $92B	834	-4	-0.5%	$44.4B
19	19 Cadence Design Systems CDNS $90.7B	794	-27	-3%	$38.7B
20	20 Verisk Analytics VRSK $23.5B	784	-45	-5%	$31B
21	21 Broadridge BR $19B	776	-43	-5%	$15.8B
22	22 Zoom ZM $27.6B	767	-46	-6%	$18.1B
23	23 Fortive FTV $17.3B	765	-32	-4%	$20.8B
24	24 DELISTED Ansys ANSS	760	-35	-4%	$25.1B
25	25 Veeva Systems VEEV $48.1B	749	-89	-11%	$26.5B