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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	5,830	+49	+0.8%	$2.67T
2	2 Broadcom AVGO $1.65T	4,093	+264	+7%	$996B
3	3 Oracle ORCL $396B	3,631	+372	+11%	$271B
4	4 IBM IBM $215B	3,413	+145	+4%	$173B
5	5 Salesforce CRM $194B	2,961	+6	+0.2%	$210B
6	6 Adobe ADBE $93.7B	2,694	-15	-0.6%	$134B
7	7 Automatic Data Processing ADP $111B	2,468	+5	+0.2%	$102B
8	8 ServiceNow NOW $145B	2,296	+131	+6%	$187B
9	9 Intuit INTU $83B	2,211	+179	+9%	$188B
10	10 Intercontinental Exchange ICE $87.1B	1,709	-10	-0.6%	$95.5B
11	11 Paychex PAYX $38.6B	1,676	-29	-2%	$40.7B
12	12 Autodesk ADSK $48.3B	1,375	+60	+5%	$59.9B
13	13 Roper Technologies ROP $36.9B	1,347	+28	+2%	$56.3B
14	14 Cadence Design Systems CDNS $90.7B	1,333	+99	+8%	$71.7B
15	15 Snowflake SNOW $118B	1,301	+143	+12%	$52.3B
16	16 Synopsys SNPS $92B	1,296	+8	+0.6%	$72.2B
17	17 Axon Enterprise AXON $33.2B	1,180	+134	+13%	$51.7B
18	18 Workday WDAY $45.5B	1,140	-7	-0.6%	$46.2B
19	19 Veeva Systems VEEV $48.1B	1,115	+89	+9%	$40.3B
20	20 Broadridge BR $19B	1,098	-14	-1%	$25.5B
21	21 Verisk Analytics VRSK $23.5B	1,056	+28	+3%	$39.7B
22	22 Nasdaq NDAQ $51.4B	1,021	+86	+9%	$42.8B
23	23 Fair Isaac FICO $15.5B	1,014	+46	+5%	$38.8B
24	24 Datadog DDOG $96.7B	973	+55	+6%	$36.2B
25	25 SAP SAP $254B	970	+81	+9%	$21.9B