SaaS y software empresarial
El software como servicio vende aplicaciones empresariales mediante suscripción, y sustituye 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 | |
|---|---|---|---|---|---|---|---|
| 26 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 38.5 mil M | -USD 490 M | 150 | 8.48% | Reducidas |
|
| 27 |
Franklin Resources
San Mateo,
California
| USD 36.9 mil M | +USD 1190 M | 111 | 7.98% | Aumentadas |
|
| 28 |
Ameriprise
Minneapolis,
Minnesota
| USD 32.9 mil M | +USD 339 M | 121 | 6.65% | Aumentadas |
|
| 29 |
Wells Fargo
San Francisco,
California
| USD 31.1 mil M | -USD 329 M | 157 | 5.04% | Reducidas |
|
| 30 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 30.7 mil M | -USD 3278 M | 156 | 4.57% | Reducidas |
|
| 31 |
Dimensional Fund Advisors
Austin,
Texas
| USD 28.4 mil M | +USD 1146 M | 132 | 5.14% | Aumentadas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 28.3 mil M | +USD 567 M | 139 | 8.21% | Aumentadas |
|
| 33 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 27.5 mil M | -USD 354 M | 115 | 12.21% | Reducidas |
|
| 34 |
AllianceBernstein
Nashville,
Tennessee
| USD 26.3 mil M | -USD 4633 M | 135 | 8.69% | Reducidas |
|
| 35 |
TWC
The Woodbridge Company
Toronto,
Ontario, Canada
| USD 24.2 mil M | +USD 8.76 M | 4 | 95.92% | Aumentadas |
|
| 36 |
AQR Capital Management
Greenwich,
Connecticut
| USD 23.1 mil M | +USD 4229 M | 141 | 8.07% | Aumentadas |
|
| 37 |
Jupiter Topco
New York
| USD 23.1 mil M | +USD 24 mil M | 108 | 9.42% | Nuevas |
|
| 38 |
Barclays
London,
United Kingdom
| USD 22.4 mil M | -USD 1751 M | 158 | 4.3% | Reducidas |
|
| 39 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 22.3 mil M | -USD 1908 M | 52 | 7.07% | Reducidas |
|
| 40 |
Fisher Asset Management
Camas,
Washington
| USD 21.8 mil M | +USD 734 M | 33 | 6.48% | Aumentadas |
|
| 41 |
HSBC Holdings
London,
United Kingdom
| USD 21 mil M | +USD 2134 M | 102 | 8.76% | Aumentadas |
|
| 42 |
Jennison Associates
New York
| USD 20.7 mil M | -USD 2241 M | 26 | 12.41% | Reducidas |
|
| 43 |
Raymond James Financial
St Petersburg,
Florida
| USD 19.2 mil M | +USD 158 M | 113 | 5.21% | Aumentadas |
|
| 44 |
SG Americas Securities
New York
| USD 18.7 mil M | +USD 6876 M | 114 | 10.45% | Aumentadas |
|
| 45 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 17.7 mil M | +USD 866 M | 84 | 9.83% | Aumentadas |
|
| 46 |
Swiss National Bank
Zurich,
Switzerland
| USD 17.7 mil M | -USD 943 M | 106 | 9.26% | Reducidas |
|
| 47 |
Citigroup
New York
| USD 17.4 mil M | +USD 2846 M | 152 | 5.74% | Aumentadas |
|
| 48 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 16.4 mil M | -USD 219 M | 56 | 9.38% | Reducidas |
|
| 49 |
Swedbank
Stockholm,
Sweden
| USD 16 mil M | +USD 267 M | 47 | 13.81% | Aumentadas |
|
| 50 |
Principal Financial Group
Des Moines,
Iowa
| USD 15.9 mil M | -USD 1189 M | 92 | 7.8% | Reducidas |
|