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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	5,266	+27	+0.5%	$2.37T
2	2 Broadcom AVGO $1.65T	3,281	+207	+7%	$561B
3	3 Oracle ORCL $396B	2,925	+106	+4%	$169B
4	4 Adobe ADBE $93.7B	2,762	-18	-0.6%	$202B
5	5 IBM IBM $215B	2,759	-49	-2%	$95B
6	6 Salesforce CRM $194B	2,626	-141	-5%	$199B
7	7 Automatic Data Processing ADP $111B	2,171	+7	+0.3%	$78.3B
8	8 Intuit INTU $83B	1,966	+21	+1%	$154B
9	9 ServiceNow NOW $145B	1,877	+55	+3%	$142B
10	10 Paychex PAYX $38.6B	1,516	-14	-0.9%	$32.4B
11	11 Intercontinental Exchange ICE $87.1B	1,487	+24	+2%	$70.7B
12	12 Cadence Design Systems CDNS $90.7B	1,273	+18	+1%	$72.5B
13	13 Synopsys SNPS $92B	1,256	+10	+0.8%	$79.5B
14	14 Roper Technologies ROP $36.9B	1,250	+10	+0.8%	$55.9B
15	15 Autodesk ADSK $48.3B	1,165	-39	-3%	$47.8B
16	16 Snowflake SNOW $118B	1,053	-46	-4%	$27.7B
17	17 Workday WDAY $45.5B	1,043	-27	-3%	$41.1B
18	18 Verisk Analytics VRSK $23.5B	948	+11	+1%	$34.3B
19	19 Broadridge BR $19B	930	-11	-1%	$20.9B
20	20 Veeva Systems VEEV $48.1B	922	+5	+0.5%	$23.4B
21	21 DELISTED Ansys ANSS	859	+15	+2%	$25.9B
22	22 Datadog DDOG $96.7B	843	+13	+2%	$31.7B
23	23 Fortive FTV $17.3B	839	-31	-4%	$24.6B
24	24 Fair Isaac FICO $15.5B	826	+41	+5%	$32.6B
25	25 Factset FDS $10.3B	806	+24	+3%	$14.6B