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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	4,812	+98	+2%	$1.79T
2	2 Oracle ORCL $396B	2,566	+216	+9%	$139B
3	3 Adobe ADBE $93.7B	2,522	+194	+8%	$181B
4	4 IBM IBM $215B	2,425	+30	+1%	$69.7B
5	5 Broadcom AVGO $1.65T	2,389	+188	+9%	$287B
6	6 Salesforce CRM $194B	2,293	+118	+5%	$162B
7	7 Automatic Data Processing ADP $111B	1,983	+17	+0.9%	$72.7B
8	8 Intuit INTU $83B	1,667	+56	+3%	$108B
9	9 ServiceNow NOW $145B	1,501	+93	+7%	$101B
10	10 Paychex PAYX $38.6B	1,415	-14	-1%	$29.2B
11	11 Intercontinental Exchange ICE $87.1B	1,282	+17	+1%	$56.6B
12	12 Autodesk ADSK $48.3B	1,081	-9	-0.8%	$39B
13	13 Roper Technologies ROP $36.9B	1,075	+2	+0.2%	$47.6B
14	14 Cadence Design Systems CDNS $90.7B	1,029	+74	+8%	$54.9B
15	15 Synopsys SNPS $92B	1,014	+81	+9%	$57.4B
16	16 Snowflake SNOW $118B	976	+71	+8%	$37.5B
17	17 Workday WDAY $45.5B	897	+27	+3%	$41B
18	18 Verisk Analytics VRSK $23.5B	866	+69	+9%	$30B
19	VMW 19 DELISTED VMware, Inc VMW	863	+7	+0.8%	$31.9B
20	20 Veeva Systems VEEV $48.1B	822	+26	+3%	$26B
21	21 Broadridge BR $19B	816	+27	+3%	$17.5B
22	22 DELISTED Ansys ANSS	788	-3	-0.4%	$26.3B
23	23 Fortive FTV $17.3B	759	-14	-2%	$25.5B
24	24 Factset FDS $10.3B	734	+14	+2%	$13.7B
25	25 Datadog DDOG $96.7B	716	+54	+8%	$22.2B