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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	5,239	+23	+0.4%	$2.23T
2	2 Broadcom AVGO $1.65T	3,074	+195	+7%	$469B
3	3 Oracle ORCL $396B	2,819	+121	+4%	$148B
4	4 IBM IBM $215B	2,808	+126	+5%	$104B
5	5 Adobe ADBE $93.7B	2,780	-52	-2%	$185B
6	6 Salesforce CRM $194B	2,767	+173	+7%	$236B
7	7 Automatic Data Processing ADP $111B	2,164	+40	+2%	$81.9B
8	8 Intuit INTU $83B	1,945	+29	+2%	$152B
9	9 ServiceNow NOW $145B	1,822	+69	+4%	$137B
10	10 Paychex PAYX $38.6B	1,530	+23	+2%	$33.1B
11	11 Intercontinental Exchange ICE $87.1B	1,463	+31	+2%	$70.8B
12	12 Cadence Design Systems CDNS $90.7B	1,255	+71	+6%	$72.8B
13	13 Synopsys SNPS $92B	1,246	+49	+4%	$75.2B
14	14 Roper Technologies ROP $36.9B	1,240	+27	+2%	$55B
15	15 Autodesk ADSK $48.3B	1,204	+41	+4%	$50B
16	16 Snowflake SNOW $118B	1,099	-2	-0.2%	$33.3B
17	17 Workday WDAY $45.5B	1,070	+18	+2%	$50.5B
18	18 Broadridge BR $19B	941	+22	+2%	$21.5B
19	19 Verisk Analytics VRSK $23.5B	937	+35	+4%	$30.2B
20	20 Veeva Systems VEEV $48.1B	917	+38	+4%	$29.9B
21	21 Fortive FTV $17.3B	870	+52	+6%	$28.6B
22	22 DELISTED Ansys ANSS	844	+4	+0.5%	$27.6B
23	23 Datadog DDOG $96.7B	830	+24	+3%	$29.4B
24	24 Fair Isaac FICO $15.5B	785	+42	+6%	$26.5B
25	25 Factset FDS $10.3B	782	+8	+1%	$15.9B