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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 715 M | +USD 14 M | 46 | 3.32% | Aumentadas |
|
| 477 |
Fernbridge Capital Management
Los Angeles,
California
| USD 714 M | -USD 69.3 M | 5 | 52.23% | Reducidas |
|
| 478 |
Capital International Sarl
Los Angeles,
California
| USD 709 M | -USD 6.62 M | 11 | 10.04% | Reducidas |
|
| 479 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 698 M | -USD 23 M | 35 | 16.22% | Reducidas |
|
| 480 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| USD 695 M | -USD 11.3 M | 39 | 6.95% | Reducidas |
|
| 481 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 694 M | +USD 65.7 M | 46 | 8.93% | Aumentadas |
|
| 482 |
Yacktman Asset Management
Austin,
Texas
| USD 689 M | +USD 310 M | 6 | 8.52% | Aumentadas |
|
| 483 |
Yousif Capital Management
Bloomfield Hills,
Michigan
| USD 687 M | -USD 54.1 M | 71 | 7.69% | Reducidas |
|
| 484 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 687 M | -USD 137 M | 23 | 19.17% | Reducidas |
|
| 485 |
AIM
Allen Investment Management
New York
| USD 684 M | +USD 51.8 M | 8 | 8.11% | Aumentadas |
|
| 486 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 679 M | +USD 381 M | 13 | 4.57% | Aumentadas |
|
| 487 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 677 M | -USD 12.2 M | 12 | 5.84% | Reducidas |
|
| 488 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 675 M | +USD 13.4 M | 11 | 8.24% | Aumentadas |
|
| 489 |
Veritas Asset Management
London,
United Kingdom
| USD 674 M | -USD 479 M | 3 | 12.13% | Reducidas |
|
| 490 |
Munich Reinsurance
Munich,
| USD 671 M | +USD 131 M | 17 | 14.67% | Aumentadas |
|
| 491 |
SCGE Management
Menlo Park,
California
| USD 671 M | -USD 238 M | 5 | 11.38% | Reducidas |
|
| 492 |
Welch & Forbes
Boston,
Massachusetts
| USD 663 M | +USD 4.36 k | 21 | 8.06% | Aumentadas |
|
| 493 |
Walleye Trading
New York
| USD 659 M | +USD 422 M | 50 | 0.75% | Aumentadas |
|
| 494 |
J. Safra Sarasin Holding
| USD 652 M | +USD 113 M | 44 | 9.35% | Aumentadas |
|
| 495 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 649 M | -USD 112 M | 37 | 8.07% | Reducidas |
|
| 496 |
Vest Financial
Mclean,
Virginia
| USD 646 M | +USD 100 M | 27 | 6.78% | Aumentadas |
|
| 497 |
Starboard Value
New York
| USD 643 M | +USD 216 M | 2 | 14.22% | Aumentadas |
|
| 498 |
Oppenheimer Asset Management
New York
| USD 641 M | -USD 49.1 M | 57 | 6.66% | Reducidas |
|
| 499 |
ASK Capital Management
San Francisco,
California
| USD 640 M | USD 0 | 1 | 88.81% | Mantenido |
|
| 500 |
PBU - The Pension Fund of Early Childhood & Youth Educators
Copenhagen,
| USD 635 M | -USD 68 M | 9 | 14.36% | Reducidas |
|