SaaS y software empresarial
El software como servicio vende aplicaciones empresariales mediante suscripción, a cambio de una licencia inicial de alto costo por ingresos recurrentes predecibles. Retener y hacer crecer a los clientes actuales es más importante para la tesis de inversión que captar clientes nuevos.
266 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 574 mil M | +USD 12 mil M | 160 | 8.52% | Aumentadas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 429 mil M | +USD 140 M | 152 | 9.16% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 290 mil M | +USD 8169 M | 155 | 8.56% | Aumentadas |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 192 mil M | -USD 915 M | 136 | 8.65% | Reducidas |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| USD 169 mil M | +USD 1975 M | 161 | 9.02% | Aumentadas |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| USD 163 mil M | +USD 6079 M | 148 | 7.08% | Aumentadas |
|
| 7 |
Morgan Stanley
New York
| USD 120 mil M | +USD 571 M | 168 | 6.34% | Aumentadas |
|
| 8 |
JP Morgan Chase
New York
| USD 113 mil M | -USD 4521 M | 153 | 6.23% | Reducidas |
|
| 9 |
Invesco
Atlanta,
Georgia
| USD 99.2 mil M | +USD 711 M | 135 | 7.85% | Aumentadas |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| USD 90.6 mil M | -USD 873 M | 16 | 12.64% | Reducidas |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 89.3 mil M | -USD 13.2 mil M | 133 | 8.94% | Reducidas |
|
| 12 |
Norges Bank
Oslo,
Norway
| USD 89.2 mil M | +USD 95.3 mil M | 82 | 8.9% | Nuevas |
|
| 13 |
Capital World Investors
Los Angeles,
California
| USD 76.5 mil M | -USD 2771 M | 25 | 9.04% | Reducidas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 73.3 mil M | +USD 2662 M | 145 | 4.72% | Aumentadas |
|
| 15 |
Northern Trust
Chicago,
Illinois
| USD 70 mil M | -USD 686 M | 153 | 8.14% | Reducidas |
|
| 16 |
Goldman Sachs
New York
| USD 64.3 mil M | +USD 5172 M | 152 | 5.58% | Aumentadas |
|
| 17 |
Capital International Investors
Los Angeles,
California
| USD 62.3 mil M | -USD 1585 M | 16 | 12.88% | Reducidas |
|
| 18 |
UBS AM
Chicago,
Illinois
| USD 59.9 mil M | +USD 1141 M | 132 | 10.89% | Aumentadas |
|
| 19 |
Wellington Management Group
Boston,
Massachusetts
| USD 56 mil M | -USD 1799 M | 85 | 9.65% | Reducidas |
|
| 20 |
Charles Schwab
San Francisco,
California
| USD 51.7 mil M | +USD 721 M | 140 | 6.88% | Aumentadas |
|
| 21 |
Bank of New York Mellon
New York
| USD 46.2 mil M | +USD 361 M | 143 | 7.58% | Aumentadas |
|
| 22 |
Legal & General Group
London,
United Kingdom
| USD 43.5 mil M | -USD 1274 M | 139 | 9.07% | Reducidas |
|
| 23 |
Amundi
Paris,
France
| USD 40.9 mil M | +USD 2147 M | 102 | 9.85% | Aumentadas |
|
| 24 |
UBS Group
Zurich,
Switzerland
| USD 40.5 mil M | +USD 1512 M | 178 | 5.15% | Aumentadas |
|
| 25 |
Nuveen
Charlotte,
North Carolina
| USD 38.6 mil M | -USD 2489 M | 139 | 9.2% | Reducidas |
|