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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	5,216	+359	+7%	$2T
2	2 Broadcom AVGO $1.65T	2,879	+420	+17%	$399B
3	3 Adobe ADBE $93.7B	2,832	+216	+8%	$222B
4	4 Oracle ORCL $396B	2,698	+169	+7%	$125B
5	5 IBM IBM $215B	2,682	+220	+9%	$88.7B
6	6 Salesforce CRM $194B	2,594	+308	+13%	$205B
7	7 Automatic Data Processing ADP $111B	2,124	+101	+5%	$76.8B
8	8 Intuit INTU $83B	1,916	+176	+10%	$147B
9	9 ServiceNow NOW $145B	1,753	+191	+12%	$128B
10	10 Paychex PAYX $38.6B	1,507	+64	+4%	$31.6B
11	11 Intercontinental Exchange ICE $87.1B	1,432	+130	+10%	$66.3B
12	12 Roper Technologies ROP $36.9B	1,213	+103	+9%	$54.5B
13	13 Synopsys SNPS $92B	1,197	+159	+15%	$68.1B
14	14 Cadence Design Systems CDNS $90.7B	1,184	+145	+14%	$63.8B
15	15 Autodesk ADSK $48.3B	1,163	+87	+8%	$47B
16	16 Snowflake SNOW $118B	1,101	+141	+15%	$42.9B
17	17 Workday WDAY $45.5B	1,052	+114	+12%	$51B
18	18 Broadridge BR $19B	919	+67	+8%	$21.8B
19	19 Verisk Analytics VRSK $23.5B	902	+29	+3%	$31.4B
20	20 Veeva Systems VEEV $48.1B	879	+48	+6%	$24.9B
21	21 DELISTED Ansys ANSS	840	+63	+8%	$29.3B
22	22 Fortive FTV $17.3B	818	+43	+6%	$24.6B
23	23 Datadog DDOG $96.7B	806	+68	+9%	$28.4B
24	24 Factset FDS $10.3B	774	+42	+6%	$16.5B
25	25 MongoDB MDB $28.7B	747	+81	+12%	$26.5B