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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	4,857	+45	+0.9%	$1.66T
2	2 Adobe ADBE $93.7B	2,616	+94	+4%	$188B
3	3 Oracle ORCL $396B	2,529	-37	-1%	$124B
4	4 IBM IBM $215B	2,462	+37	+2%	$74.5B
5	5 Broadcom AVGO $1.65T	2,459	+70	+3%	$277B
6	6 Salesforce CRM $194B	2,286	-7	-0.3%	$155B
7	7 Automatic Data Processing ADP $111B	2,023	+40	+2%	$79B
8	8 Intuit INTU $83B	1,740	+73	+4%	$118B
9	9 ServiceNow NOW $145B	1,562	+61	+4%	$100B
10	10 Paychex PAYX $38.6B	1,443	+28	+2%	$30.1B
11	11 Intercontinental Exchange ICE $87.1B	1,302	+20	+2%	$56.2B
12	12 Roper Technologies ROP $36.9B	1,110	+35	+3%	$48.4B
13	13 Autodesk ADSK $48.3B	1,076	-5	-0.5%	$39B
14	14 Cadence Design Systems CDNS $90.7B	1,039	+10	+1%	$54.8B
15	15 Synopsys SNPS $92B	1,038	+24	+2%	$60.6B
16	16 Snowflake SNOW $118B	960	-16	-2%	$32.2B
17	17 Workday WDAY $45.5B	938	+41	+5%	$39.7B
18	18 Verisk Analytics VRSK $23.5B	873	+7	+0.8%	$31.2B
19	19 Broadridge BR $19B	852	+36	+4%	$18.8B
20	20 Veeva Systems VEEV $48.1B	831	+9	+1%	$27B
21	21 DELISTED Ansys ANSS	777	-11	-1%	$23.9B
22	VMW 22 DELISTED VMware, Inc VMW	776	-87	-10%	$37B
23	23 Fortive FTV $17.3B	775	+16	+2%	$25.3B
24	24 Datadog DDOG $96.7B	738	+22	+3%	$21.3B
25	25 Factset FDS $10.3B	732	-2	-0.3%	$15.2B