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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	4,513	-31	-0.7%	$1.34T
2	2 IBM IBM $215B	2,377	+39	+2%	$71.9B
3	3 Adobe ADBE $93.7B	2,281	-108	-5%	$140B
4	4 Oracle ORCL $396B	2,192	-74	-3%	$78.5B
5	5 Salesforce CRM $194B	2,136	-139	-6%	$128B
6	6 Broadcom AVGO $1.65T	1,999	-58	-3%	$158B
7	7 Automatic Data Processing ADP $111B	1,939	-14	-0.7%	$69.3B
8	8 Intuit INTU $83B	1,497	-56	-4%	$90.7B
9	9 Paychex PAYX $38.6B	1,408	-30	-2%	$29.4B
10	10 ServiceNow NOW $145B	1,376	-29	-2%	$85.1B
11	11 Intercontinental Exchange ICE $87.1B	1,230	-102	-8%	$46.2B
12	12 Roper Technologies ROP $36.9B	1,052	-6	-0.6%	$39B
13	13 Autodesk ADSK $48.3B	1,026	-31	-3%	$32.8B
14	14 Snowflake SNOW $118B	861	-24	-3%	$29.5B
15	VMW 15 DELISTED VMware, Inc VMW	850	-16	-2%	$23.5B
16	16 Synopsys SNPS $92B	836	+2	+0.2%	$40.5B
17	17 Cadence Design Systems CDNS $90.7B	798	+4	+0.5%	$35.1B
18	18 DocuSign DOCU $14.1B	791	-145	-15%	$8.86B
19	19 Verisk Analytics VRSK $23.5B	775	-9	-1%	$24.7B
20	20 Workday WDAY $45.5B	770	-95	-11%	$24.9B
21	21 Broadridge BR $19B	761	-15	-2%	$14.6B
22	22 Zoom ZM $27.6B	754	-13	-2%	$17.1B
23	23 Veeva Systems VEEV $48.1B	752	+3	+0.4%	$24.7B
24	24 DELISTED Ansys ANSS	739	-21	-3%	$19.1B
25	25 Fortive FTV $17.3B	727	-38	-5%	$18.3B