Piper Sandler analyst Brent Bracelin expects 2020 will be another year of "robust" digital investments into cloud, automation and artificial intelligence software, which he thinks bodes well for enterprise software-as-a-service and infrastructure-as-a-service pure-plays. He sees the cloud software industry topping $210B on 28% growth this year with growth potential to $1 trillion exiting this decade. The analyst's top give SaaS ideas to own for 2020 are Adobe (ADBE), Salesforce (CRM), HubSpot (HUBS), Twilio (TWLO) and Avalara (AVLR). His top five SaaS stocks to own for this decade "with multi-billion potential" are MongoDB (MDB), Anaplan (PLAN), Avalara, Twilio and Coupa Software (COUP).