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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	5,297	+31	+0.6%	$2.27T
2	2 Broadcom AVGO $1.65T	3,419	+138	+4%	$606B
3	3 Oracle ORCL $396B	3,076	+151	+5%	$207B
4	4 IBM IBM $215B	2,937	+178	+6%	$125B
5	5 Adobe ADBE $93.7B	2,799	+37	+1%	$184B
6	6 Salesforce CRM $194B	2,653	+27	+1%	$209B
7	7 Automatic Data Processing ADP $111B	2,237	+66	+3%	$91B
8	8 Intuit INTU $83B	1,968	+2	+0.1%	$144B
9	9 ServiceNow NOW $145B	1,942	+65	+3%	$163B
10	10 Intercontinental Exchange ICE $87.1B	1,606	+119	+8%	$83B
11	11 Paychex PAYX $38.6B	1,544	+28	+2%	$37.1B
12	12 Roper Technologies ROP $36.9B	1,250	0	0%	$54.9B
13	13 Synopsys SNPS $92B	1,247	-9	-0.7%	$67B
14	14 Cadence Design Systems CDNS $90.7B	1,203	-70	-5%	$63.2B
15	15 Autodesk ADSK $48.3B	1,198	+33	+3%	$52.5B
16	16 Workday WDAY $45.5B	1,081	+38	+4%	$44.8B
17	17 Broadridge BR $19B	1,015	+85	+9%	$22.3B
18	18 Snowflake SNOW $118B	982	-71	-7%	$23.1B
19	19 Veeva Systems VEEV $48.1B	960	+38	+4%	$26.9B
20	20 Verisk Analytics VRSK $23.5B	954	+6	+0.6%	$34.1B
21	21 Fair Isaac FICO $15.5B	922	+96	+12%	$41.1B
22	22 Datadog DDOG $96.7B	869	+26	+3%	$28.2B
23	23 Axon Enterprise AXON $33.2B	863	+100	+13%	$24.4B
24	24 Fortive FTV $17.3B	848	+9	+1%	$25.8B
25	25 DELISTED Ansys ANSS	841	-18	-2%	$25.5B