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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	5,781	-94	-2%	$2.02T
2	2 Broadcom AVGO $1.65T	3,829	-94	-2%	$600B
3	3 IBM IBM $215B	3,268	+122	+4%	$146B
4	4 Oracle ORCL $396B	3,259	-97	-3%	$172B
5	5 Salesforce CRM $194B	2,955	-155	-5%	$210B
6	6 Adobe ADBE $93.7B	2,709	-159	-6%	$133B
7	7 Automatic Data Processing ADP $111B	2,463	+44	+2%	$101B
8	8 ServiceNow NOW $145B	2,165	-97	-4%	$146B
9	9 Intuit INTU $83B	2,032	-35	-2%	$145B
10	10 Intercontinental Exchange ICE $87.1B	1,719	+48	+3%	$89.5B
11	11 Paychex PAYX $38.6B	1,705	+66	+4%	$43.3B
12	12 Roper Technologies ROP $36.9B	1,319	+9	+0.7%	$58.5B
13	13 Autodesk ADSK $48.3B	1,315	+11	+0.8%	$50.2B
14	14 Synopsys SNPS $92B	1,288	-10	-0.8%	$59B
15	15 Cadence Design Systems CDNS $90.7B	1,234	-49	-4%	$60.4B
16	16 Snowflake SNOW $118B	1,158	+41	+4%	$31.5B
17	17 Workday WDAY $45.5B	1,147	+13	+1%	$45.3B
18	18 Broadridge BR $19B	1,112	+57	+5%	$25.5B
19	19 Axon Enterprise AXON $33.2B	1,046	-15	-1%	$32.2B
20	20 Verisk Analytics VRSK $23.5B	1,028	+34	+3%	$38.3B
21	21 Veeva Systems VEEV $48.1B	1,026	+21	+2%	$31.3B
22	22 Fair Isaac FICO $15.5B	968	-36	-4%	$39.2B
23	23 Nasdaq NDAQ $51.4B	935	+29	+3%	$36.9B
24	24 Datadog DDOG $96.7B	918	-53	-5%	$26B
25	25 SAP SAP $254B	889	+30	+3%	$19.6B