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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	4,505	-8	-0.2%	$1.23T
2	2 IBM IBM $215B	2,288	-89	-4%	$62.9B
3	3 Adobe ADBE $93.7B	2,163	-118	-5%	$105B
4	4 Oracle ORCL $396B	2,105	-87	-4%	$68.7B
5	5 Salesforce CRM $194B	2,054	-82	-4%	$111B
6	6 Broadcom AVGO $1.65T	2,012	+13	+0.7%	$149B
7	7 Automatic Data Processing ADP $111B	1,968	+29	+1%	$75.3B
8	8 Intuit INTU $83B	1,509	+12	+0.8%	$91.5B
9	9 Paychex PAYX $38.6B	1,424	+16	+1%	$28.9B
10	10 ServiceNow NOW $145B	1,320	-56	-4%	$67.4B
11	11 Intercontinental Exchange ICE $87.1B	1,213	-17	-1%	$44.9B
12	12 Autodesk ADSK $48.3B	1,040	+14	+1%	$36.2B
13	13 Roper Technologies ROP $36.9B	1,007	-45	-4%	$35.8B
14	14 Snowflake SNOW $118B	892	+31	+4%	$36.6B
15	15 Synopsys SNPS $92B	879	+43	+5%	$41B
16	VMW 16 DELISTED VMware, Inc VMW	831	-19	-2%	$22.1B
17	17 Cadence Design Systems CDNS $90.7B	829	+31	+4%	$38.8B
18	18 Broadridge BR $19B	790	+29	+4%	$14.9B
19	19 Workday WDAY $45.5B	786	+16	+2%	$26.9B
20	20 Verisk Analytics VRSK $23.5B	773	-2	-0.3%	$24.3B
21	21 DocuSign DOCU $14.1B	738	-53	-7%	$8.32B
22	22 Veeva Systems VEEV $48.1B	737	-15	-2%	$21B
23	23 DELISTED Ansys ANSS	736	-3	-0.4%	$17.7B
24	24 Fortive FTV $17.3B	720	-7	-1%	$19.8B
25	25 Factset FDS $10.3B	692	0	0%	$13.8B