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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	6,330	+463	+8%	$2.67T
2	2 Broadcom AVGO $1.65T	4,735	+434	+10%	$1.28T
3	3 Oracle ORCL $396B	3,782	-52	-1%	$243B
4	4 IBM IBM $215B	3,710	+285	+8%	$177B
5	5 Salesforce CRM $194B	2,961	+145	+5%	$202B
6	6 Adobe ADBE $93.7B	2,540	+42	+2%	$122B
7	7 Automatic Data Processing ADP $111B	2,411	+17	+0.7%	$87.5B
8	8 ServiceNow NOW $145B	2,326	+78	+3%	$138B
9	9 Intuit INTU $83B	2,268	+71	+3%	$161B
10	10 Intercontinental Exchange ICE $87.1B	1,749	+53	+3%	$84.7B
11	11 Paychex PAYX $38.6B	1,592	-29	-2%	$33.1B
12	12 Cadence Design Systems CDNS $90.7B	1,442	+56	+4%	$74.7B
13	13 Autodesk ADSK $48.3B	1,437	+36	+3%	$57.7B
14	14 Synopsys SNPS $92B	1,409	-22	-2%	$81.7B
15	15 Snowflake SNOW $118B	1,401	+57	+4%	$57.1B
16	16 Roper Technologies ROP $36.9B	1,264	-26	-2%	$45.4B
17	17 Axon Enterprise AXON $33.2B	1,140	-34	-3%	$38.1B
18	18 Broadridge BR $19B	1,137	+30	+3%	$23.8B
19	19 Veeva Systems VEEV $48.1B	1,105	-14	-1%	$31.1B
20	20 Nasdaq NDAQ $51.4B	1,103	+56	+5%	$46.6B
21	21 Workday WDAY $45.5B	1,096	-2	-0.2%	$43B
22	22 Datadog DDOG $96.7B	1,062	+77	+8%	$39.6B
23	23 Verisk Analytics VRSK $23.5B	1,021	+22	+2%	$29.4B
24	24 Fair Isaac FICO $15.5B	987	+49	+5%	$35.7B
25	25 SAP SAP $254B	931	0	0%	$17B