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 | |
|---|---|---|---|---|---|---|---|
| 76 |
Sanders Capital
West Palm Beach,
Florida
| USD 9463 M | +USD 3585 M | 3 | 9.48% | Aumentadas |
|
| 77 |
Citadel Advisors
Miami,
Florida
| USD 9337 M | +USD 452 M | 151 | 1.07% | Aumentadas |
|
| 78 |
Neuberger Berman Group
New York
| USD 9140 M | -USD 858 M | 87 | 6.08% | Reducidas |
|
| 79 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 9070 M | +USD 1165 M | 43 | 11.37% | Aumentadas |
|
| 80 |
Russell Investments Group
London,
United Kingdom
| USD 8872 M | +USD 497 M | 150 | 7.78% | Aumentadas |
|
| 81 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 8837 M | +USD 3715 M | 143 | 0.69% | Aumentadas |
|
| 82 |
ClearBridge Investments
New York
| USD 8793 M | -USD 2244 M | 32 | 7.28% | Reducidas |
|
| 83 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 8448 M | -USD 161 M | 67 | 10.53% | Reducidas |
|
| 84 |
VOYA Investment Management
Atlanta,
Georgia
| USD 7971 M | -USD 1067 M | 111 | 6.89% | Reducidas |
|
| 85 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 7845 M | -USD 776 M | 24 | 7.12% | Reducidas |
|
| 86 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 7655 M | +USD 241 M | 60 | 9.4% | Aumentadas |
|
| 87 |
D.E. Shaw & Co
New York
| USD 7569 M | -USD 3261 M | 111 | 3.6% | Reducidas |
|
| 88 |
Jane Street
New York
| USD 7457 M | +USD 2486 M | 118 | 0.62% | Aumentadas |
|
| 89 |
Primecap Management
Pasadena,
California
| USD 7256 M | +USD 182 M | 22 | 4.29% | Aumentadas |
|
| 90 |
New York State Common Retirement Fund
Albany,
New York
| USD 7231 M | -USD 425 M | 140 | 9.12% | Reducidas |
|
| 91 |
Harris Associates
Chicago,
Illinois
| USD 7211 M | +USD 741 M | 11 | 9.56% | Aumentadas |
|
| 92 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 7204 M | -USD 1399 M | 54 | 6.24% | Reducidas |
|
| 93 |
Stifel Financial
St. Louis,
Missouri
| USD 7193 M | -USD 73.3 M | 87 | 5.98% | Reducidas |
|
| 94 |
Millennium Management
New York
| USD 7137 M | +USD 265 M | 127 | 2.58% | Aumentadas |
|
| 95 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 7074 M | +USD 119 M | 44 | 9.93% | Aumentadas |
|
| 96 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 6862 M | -USD 64.6 M | 141 | 3.4% | Reducidas |
|
| 97 |
CIBC Bancorp USA
Chicago,
Illinois
| USD 6817 M | -USD 432 M | 65 | 8.29% | Reducidas |
|
| 98 |
Allianz Asset Management
Munich,
Germany
| USD 6753 M | +USD 816 M | 61 | 5.48% | Aumentadas |
|
| 99 |
Two Sigma Investments
New York
| USD 6674 M | -USD 479 M | 132 | 4.83% | Reducidas |
|
| 100 |
Universal-Beteiligungs- und Servicegesellschaft
Frankfurt Am Main,
Germany
| USD 6415 M | +USD 57.6 M | 92 | 9.81% | Aumentadas |
|