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 | |
|---|---|---|---|---|---|---|---|
| 376 |
Local Pensions Partnership Investment
London,
United Kingdom
| USD 991 M | -USD 260 M | 8 | 20.8% | Reducidas |
|
| 377 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 990 M | -USD 73.9 M | 62 | 9.42% | Reducidas |
|
| 378 |
New York Life Investment Management
New York
| USD 979 M | +USD 12.3 M | 45 | 6.84% | Aumentadas |
|
| 379 |
MAI Capital Management
Independence,
Ohio
| USD 976 M | +USD 154 M | 55 | 3.67% | Aumentadas |
|
| 380 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 971 M | -USD 5.87 M | 20 | 5.14% | Reducidas |
|
| 381 |
Empowered Funds
Havertown,
Pennsylvania
| USD 969 M | +USD 23.1 M | 71 | 5.1% | Aumentadas |
|
| 382 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 967 M | -USD 100 M | 39 | 6.05% | Reducidas |
|
| 383 |
Brandes Investment Partners
La Jolla,
California
| USD 966 M | +USD 121 M | 5 | 6.77% | Aumentadas |
|
| 384 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 966 M | -USD 12.1 M | 41 | 9.54% | Reducidas |
|
| 385 |
PineStone Asset Management
Montreal,
Quebec, Canada
| USD 966 M | -USD 198 M | 2 | 5.97% | Reducidas |
|
| 386 |
ValueAct Holdings
San Francisco,
California
| USD 965 M | -USD 229 M | 4 | 17.13% | Reducidas |
|
| 387 |
EP Wealth Advisors
Torrance,
California
| USD 961 M | +USD 186 M | 45 | 3.67% | Aumentadas |
|
| 388 |
Lightspeed Management Company
Menlo Park,
California
| USD 954 M | -USD 353 M | 3 | 39.67% | Reducidas |
|
| 389 |
Mirova US
Boston,
Massachusetts
| USD 953 M | -USD 152 M | 6 | 10.25% | Reducidas |
|
| 390 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 953 M | +USD 13.1 M | 17 | 70.5% | Aumentadas |
|
| 391 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 944 M | -USD 69.5 M | 86 | 8.66% | Reducidas |
|
| 392 |
Vident Advisory
Alpharetta,
Georgia
| USD 934 M | -USD 16 M | 87 | 6.74% | Reducidas |
|
| 393 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 927 M | -USD 21.2 M | 33 | 16.96% | Reducidas |
|
| 394 |
Meritage Group
San Francisco,
California
| USD 925 M | -USD 76.5 M | 4 | 35.65% | Reducidas |
|
| 395 |
Stephens Investment Management Group
Houston,
Texas
| USD 924 M | +USD 84.2 M | 23 | 9.91% | Aumentadas |
|
| 396 |
OP Asset Management
Helsinki,
| USD 918 M | -USD 368 M | 54 | 9.79% | Reducidas |
|
| 397 |
ABN AMRO Bank
Amsterdam,
Netherlands
| USD 917 M | -USD 333 M | 17 | 11.84% | Reducidas |
|
| 398 |
MUFG Securities EMEA
London,
United Kingdom
| USD 913 M | +USD 165 M | 34 | 9.58% | Aumentadas |
|
| 399 |
Raiffeisen Bank International
Vienna,
Austria
| USD 910 M | +USD 1.84 M | 35 | 10.67% | Aumentadas |
|
| 400 |
Empower Advisory Group
Greenwood Village,
Colorado
| USD 906 M | +USD 73.4 M | 21 | 2.16% | Aumentadas |
|