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 | |
|---|---|---|---|---|---|---|---|
| 351 |
LBP AM
Paris,
France
| USD 1143 M | +USD 103 M | 27 | 11.42% | Aumentadas |
|
| 352 |
Mediolanum International Funds
Dublin 1,
Ireland
| USD 1125 M | +USD 51.6 M | 26 | 9.62% | Aumentadas |
|
| 353 |
Penserra Capital Management
Orinda,
California
| USD 1118 M | +USD 283 M | 52 | 8.59% | Aumentadas |
|
| 354 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 1109 M | -USD 147 M | 63 | 5.11% | Reducidas |
|
| 355 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 1096 M | +USD 70.6 M | 34 | 14.46% | Aumentadas |
|
| 356 |
QRG Capital Management
Chicago,
Illinois
| USD 1093 M | +USD 86.1 M | 45 | 8.96% | Aumentadas |
|
| 357 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 1089 M | -USD 103 M | 21 | 11.77% | Reducidas |
|
| 358 |
AGF Management
Toronto,
Ontario, Canada
| USD 1087 M | -USD 125 M | 31 | 4.22% | Reducidas |
|
| 359 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 1079 M | +USD 27.2 M | 109 | 8.85% | Aumentadas |
|
| 360 |
Zacks Investment Management
Chicago,
Illinois
| USD 1079 M | +USD 34.9 M | 38 | 7.67% | Aumentadas |
|
| 361 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 1076 M | +USD 1142 M | 8 | 2% | Nuevas |
|
| 362 |
Police & Firemen's Retirement System of New Jersey
Trenton,
New Jersey
| USD 1063 M | -USD 11.6 M | 137 | 7.98% | Reducidas |
|
| 363 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1061 M | +USD 28.4 M | 56 | 2.38% | Aumentadas |
|
| 364 |
Greylock XIV
Menlo Park,
California
| USD 1057 M | USD 0 | 1 | 100% | Mantenido |
|
| 365 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1054 M | +USD 48.9 M | 21 | 6.6% | Aumentadas |
|
| 366 |
OFI Invest Asset Management
Paris,
France
| USD 1050 M | +USD 161 M | 23 | 10.48% | Aumentadas |
|
| 367 |
Employees Retirement System of Texas
Austin,
Texas
| USD 1046 M | -USD 101 M | 41 | 8.31% | Reducidas |
|
| 368 |
Nomura Holdings
Tokyo,
Japan
| USD 1031 M | +USD 280 M | 51 | 1.21% | Aumentadas |
|
| 369 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 1026 M | +USD 16.1 M | 3 | 10.44% | Aumentadas |
|
| 370 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 1023 M | -USD 231 M | 10 | 7.1% | Reducidas |
|
| 371 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 1017 M | +USD 60.9 M | 20 | 11.52% | Aumentadas |
|
| 372 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1014 M | +USD 15.1 M | 10 | 7.75% | Aumentadas |
|
| 373 |
Sarasin & Partners
London,
United Kingdom
| USD 1003 M | +USD 2.02 M | 3 | 11.75% | Aumentadas |
|
| 374 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 1003 M | -USD 100 M | 44 | 8.66% | Reducidas |
|
| 375 |
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| USD 991 M | -USD 57.3 M | 1 | 47.4% | Reducidas |
|