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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	5,875	+578	+11%	$2.26T
2	2 Broadcom AVGO $1.65T	3,923	+504	+15%	$828B
3	3 Oracle ORCL $396B	3,356	+280	+9%	$204B
4	4 IBM IBM $215B	3,146	+209	+7%	$126B
5	5 Salesforce CRM $194B	3,110	+457	+17%	$259B
6	6 Adobe ADBE $93.7B	2,868	+69	+2%	$157B
7	7 Automatic Data Processing ADP $111B	2,419	+182	+8%	$96.8B
8	8 ServiceNow NOW $145B	2,262	+320	+16%	$195B
9	9 Intuit INTU $83B	2,067	+99	+5%	$147B
10	10 Intercontinental Exchange ICE $87.1B	1,671	+65	+4%	$77.2B
11	11 Paychex PAYX $38.6B	1,639	+95	+6%	$39.4B
12	12 Roper Technologies ROP $36.9B	1,310	+60	+5%	$51.4B
13	13 Autodesk ADSK $48.3B	1,304	+106	+9%	$57.1B
14	14 Synopsys SNPS $92B	1,298	+51	+4%	$64.7B
15	15 Cadence Design Systems CDNS $90.7B	1,283	+80	+7%	$71.3B
16	16 Workday WDAY $45.5B	1,134	+53	+5%	$50.3B
17	17 Snowflake SNOW $118B	1,117	+135	+14%	$32.8B
18	18 Axon Enterprise AXON $33.2B	1,061	+198	+23%	$36.3B
19	19 Broadridge BR $19B	1,055	+40	+4%	$23.6B
20	20 Veeva Systems VEEV $48.1B	1,005	+45	+5%	$27.6B
21	21 Fair Isaac FICO $15.5B	1,004	+82	+9%	$41.8B
22	22 Verisk Analytics VRSK $23.5B	994	+40	+4%	$35.4B
23	23 Datadog DDOG $96.7B	971	+102	+12%	$37.7B
24	24 Nasdaq NDAQ $51.4B	906	+65	+8%	$37B
25	25 DELISTED Ansys ANSS	873	+32	+4%	$27.3B