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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	4,678	+173	+4%	$1.26T
2	2 IBM IBM $215B	2,435	+147	+6%	$73.8B
3	3 Adobe ADBE $93.7B	2,308	+145	+7%	$125B
4	4 Oracle ORCL $396B	2,300	+195	+9%	$93.2B
5	5 Broadcom AVGO $1.65T	2,142	+130	+6%	$188B
6	6 Automatic Data Processing ADP $111B	2,056	+88	+4%	$79.5B
7	7 Salesforce CRM $194B	2,022	-32	-2%	$100B
8	8 Intuit INTU $83B	1,558	+49	+3%	$90.7B
9	9 Paychex PAYX $38.6B	1,444	+20	+1%	$29.9B
10	10 ServiceNow NOW $145B	1,359	+39	+3%	$69.6B
11	11 Intercontinental Exchange ICE $87.1B	1,278	+65	+5%	$50.8B
12	12 Autodesk ADSK $48.3B	1,092	+52	+5%	$35.8B
13	13 Roper Technologies ROP $36.9B	1,071	+64	+6%	$42.7B
14	14 Synopsys SNPS $92B	921	+42	+5%	$42.7B
15	15 Snowflake SNOW $118B	895	+3	+0.3%	$30.4B
16	16 Cadence Design Systems CDNS $90.7B	883	+54	+7%	$37.6B
17	VMW 17 DELISTED VMware, Inc VMW	876	+45	+5%	$25.9B
18	18 Workday WDAY $45.5B	805	+19	+2%	$29.9B
19	19 Verisk Analytics VRSK $23.5B	786	+13	+2%	$24.6B
20	20 Broadridge BR $19B	783	-7	-0.9%	$13.8B
21	21 Fortive FTV $17.3B	774	+54	+8%	$21.4B
22	22 Veeva Systems VEEV $48.1B	768	+31	+4%	$20.7B
23	23 DELISTED Ansys ANSS	757	+21	+3%	$18.9B
24	24 Factset FDS $10.3B	741	+49	+7%	$13.5B
25	25 DocuSign DOCU $14.1B	734	-4	-0.5%	$8.68B