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 | |
|---|---|---|---|---|---|---|---|
| 51 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 15.2 mil M | +USD 971 M | 102 | 8.43% | Aumentadas |
|
| 52 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 15 mil M | +USD 565 M | 94 | 4.93% | Aumentadas |
|
| 53 |
American Century Companies
Kansas City,
Missouri
| USD 14.6 mil M | -USD 662 M | 108 | 6.45% | Reducidas |
|
| 54 |
California Public Employees Retirement System
Sacramento,
California
| USD 14.2 mil M | -USD 3438 M | 59 | 8.03% | Reducidas |
|
| 55 |
Victory Capital Management
San Antonio,
Texas
| USD 14 mil M | +USD 1320 M | 106 | 7.86% | Aumentadas |
|
| 56 |
Vanguard Global Advisers
Malvern,
Pennsylvania
| USD 13.9 mil M | -USD 203 M | 146 | 6.49% | Reducidas |
|
| 57 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 13.8 mil M | -USD 226 M | 31 | 9.04% | Reducidas |
|
| 58 |
Schroder Investment Management Group
London,
United Kingdom
| USD 13.8 mil M | +USD 224 M | 52 | 9.78% | Aumentadas |
|
| 59 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 13.5 mil M | +USD 258 M | 35 | 8.7% | Aumentadas |
|
| 60 |
First Trust Advisors
Wheaton,
Illinois
| USD 13.5 mil M | +USD 1310 M | 101 | 7.91% | Aumentadas |
|
| 61 |
Pictet Asset Management
Carouge,
Switzerland
| USD 13.3 mil M | -USD 262 M | 96 | 12.7% | Reducidas |
|
| 62 |
Fidelity International
Hamilton,
Bermuda
| USD 13.2 mil M | +USD 2307 M | 59 | 9.44% | Aumentadas |
|
| 63 |
Vanguard Asset Management
London, Ec4n 8af,
| USD 12.8 mil M | +USD 1465 M | 115 | 8.64% | Aumentadas |
|
| 64 |
Nordea Investment Management
Stockholm,
Sweden
| USD 12.1 mil M | -USD 155 M | 60 | 9.83% | Reducidas |
|
| 65 |
VanEck Associates
New York
| USD 11.7 mil M | +USD 714 M | 45 | 7.11% | Aumentadas |
|
| 66 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 11.6 mil M | -USD 294 M | 148 | 8.77% | Reducidas |
|
| 67 |
Envestnet Asset Management
Chicago,
Illinois
| USD 11.5 mil M | -USD 223 M | 101 | 2.7% | Reducidas |
|
| 68 |
BNP Paribas Financial Markets
Paris,
France
| USD 11.4 mil M | -USD 2965 M | 155 | 3.96% | Reducidas |
|
| 69 |
BNP Paribas Asset Management
Paris,
France
| USD 10.8 mil M | +USD 583 M | 107 | 10.82% | Aumentadas |
|
| 70 |
Dodge & Cox
San Francisco,
California
| USD 10.6 mil M | +USD 1818 M | 9 | 5.56% | Aumentadas |
|
| 71 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 10.5 mil M | +USD 311 M | 113 | 8.17% | Aumentadas |
|
| 72 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 9711 M | -USD 83.4 M | 132 | 8.88% | Reducidas |
|
| 73 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 9651 M | +USD 146 M | 38 | 7.4% | Aumentadas |
|
| 74 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 9543 M | +USD 581 M | 88 | 6.82% | Aumentadas |
|
| 75 |
LPL Financial
San Diego,
California
| USD 9476 M | +USD 323 M | 112 | 2.13% | Aumentadas |
|