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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	5,867	+37	+0.6%	$2.76T
2	2 Broadcom AVGO $1.65T	4,301	+208	+5%	$1.17T
3	3 Oracle ORCL $396B	3,834	+203	+6%	$349B
4	4 IBM IBM $215B	3,425	+12	+0.4%	$163B
5	5 Salesforce CRM $194B	2,816	-145	-5%	$180B
6	6 Adobe ADBE $93.7B	2,498	-196	-7%	$119B
7	7 Automatic Data Processing ADP $111B	2,394	-74	-3%	$97.4B
8	8 ServiceNow NOW $145B	2,248	-48	-2%	$164B
9	9 Intuit INTU $83B	2,197	-14	-0.6%	$160B
10	10 Intercontinental Exchange ICE $87.1B	1,696	-13	-0.8%	$86.8B
11	11 Paychex PAYX $38.6B	1,621	-55	-3%	$34.8B
12	12 Synopsys SNPS $92B	1,431	+135	+10%	$82.8B
13	13 Autodesk ADSK $48.3B	1,401	+26	+2%	$60.1B
14	14 Cadence Design Systems CDNS $90.7B	1,386	+53	+4%	$81.2B
15	15 Snowflake SNOW $118B	1,344	+43	+3%	$54.3B
16	16 Roper Technologies ROP $36.9B	1,290	-57	-4%	$48.5B
17	17 Axon Enterprise AXON $33.2B	1,174	-6	-0.5%	$45.1B
18	18 Veeva Systems VEEV $48.1B	1,119	+4	+0.4%	$41.8B
19	19 Broadridge BR $19B	1,107	+9	+0.8%	$25.1B
20	20 Workday WDAY $45.5B	1,098	-42	-4%	$47.5B
21	21 Nasdaq NDAQ $51.4B	1,047	+26	+3%	$42B
22	22 Verisk Analytics VRSK $23.5B	999	-57	-5%	$31.8B
23	23 Datadog DDOG $96.7B	985	+12	+1%	$41B
24	24 Fair Isaac FICO $15.5B	938	-76	-7%	$30.9B
25	25 SAP SAP $254B	931	-39	-4%	$19.3B