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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	6,237	-93	-1%	$1.99T
2	2 Broadcom AVGO $1.65T	4,709	-26	-0.5%	$1.12T
3	3 Oracle ORCL $396B	3,508	-274	-7%	$178B
4	4 IBM IBM $215B	3,495	-215	-6%	$144B
5	5 Salesforce CRM $194B	2,696	-265	-9%	$138B
6	6 Automatic Data Processing ADP $111B	2,283	-128	-5%	$71.3B
7	7 ServiceNow NOW $145B	2,212	-114	-5%	$90.5B
8	8 Adobe ADBE $93.7B	2,202	-338	-13%	$80.4B
9	9 Intuit INTU $83B	2,021	-247	-11%	$104B
10	10 Intercontinental Exchange ICE $87.1B	1,732	-17	-1%	$81B
11	11 Paychex PAYX $38.6B	1,514	-78	-5%	$27.2B
12	12 Cadence Design Systems CDNS $90.7B	1,410	-32	-2%	$65.7B
13	13 Synopsys SNPS $92B	1,402	-7	-0.5%	$68B
14	14 Autodesk ADSK $48.3B	1,323	-114	-8%	$46.7B
15	15 Snowflake SNOW $118B	1,287	-114	-8%	$38.2B
16	16 Roper Technologies ROP $36.9B	1,149	-115	-9%	$35.3B
17	17 Nasdaq NDAQ $51.4B	1,099	-4	-0.4%	$39.7B
18	18 Broadridge BR $19B	1,063	-74	-7%	$18B
19	19 Datadog DDOG $96.7B	1,058	-4	-0.4%	$34.5B
20	20 Axon Enterprise AXON $33.2B	1,055	-85	-7%	$29.2B
21	21 Veeva Systems VEEV $48.1B	1,022	-83	-8%	$24.4B
22	22 Verisk Analytics VRSK $23.5B	959	-62	-6%	$25.2B
23	23 Workday WDAY $45.5B	941	-155	-14%	$26.2B
24	24 Fair Isaac FICO $15.5B	856	-131	-13%	$22.8B
25	25 SAP SAP $254B	845	-86	-9%	$14.9B