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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	4,714	+36	+0.8%	$1.52T
2	2 IBM IBM $215B	2,395	-40	-2%	$67.7B
3	3 Oracle ORCL $396B	2,350	+50	+2%	$108B
4	4 Adobe ADBE $93.7B	2,328	+20	+0.9%	$144B
5	5 Broadcom AVGO $1.65T	2,201	+59	+3%	$215B
6	6 Salesforce CRM $194B	2,175	+153	+8%	$153B
7	7 Automatic Data Processing ADP $111B	1,966	-90	-4%	$73.6B
8	8 Intuit INTU $83B	1,611	+53	+3%	$105B
9	9 Paychex PAYX $38.6B	1,429	-15	-1%	$30.2B
10	10 ServiceNow NOW $145B	1,408	+49	+4%	$83.9B
11	11 Intercontinental Exchange ICE $87.1B	1,265	-13	-1%	$52.9B
12	12 Autodesk ADSK $48.3B	1,090	-2	-0.2%	$39.9B
13	13 Roper Technologies ROP $36.9B	1,073	+2	+0.2%	$43.4B
14	14 Cadence Design Systems CDNS $90.7B	955	+72	+8%	$49.6B
15	15 Synopsys SNPS $92B	933	+12	+1%	$51.5B
16	16 Snowflake SNOW $118B	905	+10	+1%	$32.8B
17	17 Workday WDAY $45.5B	870	+65	+8%	$37.5B
18	VMW 18 DELISTED VMware, Inc VMW	856	-20	-2%	$26.7B
19	19 Verisk Analytics VRSK $23.5B	797	+11	+1%	$26.4B
20	20 Veeva Systems VEEV $48.1B	796	+28	+4%	$24B
21	21 DELISTED Ansys ANSS	791	+34	+4%	$26.4B
22	22 Broadridge BR $19B	789	+6	+0.8%	$15.4B
23	23 Fortive FTV $17.3B	773	-1	-0.1%	$23.1B
24	24 DocuSign DOCU $14.1B	726	-8	-1%	$9.15B
25	25 Factset FDS $10.3B	720	-21	-3%	$14B