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 | |
|---|---|---|---|---|---|---|---|
| 151 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 4031 M | -USD 183 M | 122 | 6.54% | Reducidas |
|
| 152 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 3995 M | +USD 450 M | 52 | 4.62% | Aumentadas |
|
| 153 |
Man Group
London,
United Kingdom
| USD 3992 M | -USD 320 M | 93 | 6.37% | Reducidas |
|
| 154 |
Cerity Partners
New York
| USD 3966 M | +USD 119 M | 114 | 4.79% | Aumentadas |
|
| 155 |
HighTower Advisors
Chicago,
Illinois
| USD 3950 M | +USD 12.8 M | 75 | 3.79% | Aumentadas |
|
| 156 |
First Manhattan
New York
| USD 3941 M | -USD 187 M | 21 | 10.04% | Reducidas |
|
| 157 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 3892 M | +USD 283 M | 76 | 5.74% | Aumentadas |
|
| 158 |
Storebrand Asset Management
Lysaker,
Norway
| USD 3787 M | +USD 24.4 M | 44 | 9.32% | Aumentadas |
|
| 159 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 3782 M | +USD 38.8 M | 49 | 5.2% | Aumentadas |
|
| 160 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3774 M | -USD 75.8 M | 33 | 9.69% | Reducidas |
|
| 161 |
Rockefeller Capital Management
New York
| USD 3767 M | -USD 102 M | 126 | 5.78% | Reducidas |
|
| 162 |
Westfield Capital Management
Boston,
Massachusetts
| USD 3727 M | +USD 621 M | 19 | 12.17% | Aumentadas |
|
| 163 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 3724 M | +USD 197 M | 85 | 8.15% | Aumentadas |
|
| 164 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 3689 M | +USD 556 M | 37 | 9.56% | Aumentadas |
|
| 165 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 3647 M | +USD 495 M | 86 | 9.28% | Aumentadas |
|
| 166 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 3637 M | +USD 581 M | 7 | 20.87% | Aumentadas |
|
| 167 |
Flossbach Von Storch
Cologne,
Germany
| USD 3601 M | +USD 61.8 M | 12 | 16.28% | Aumentadas |
|
| 168 |
Eurizon Capital SGR SpA
Milan,
| USD 3599 M | -USD 44.2 M | 65 | 9.65% | Reducidas |
|
| 169 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 3598 M | +USD 665 M | 2 | 35.58% | Aumentadas |
|
| 170 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 3558 M | -USD 58.8 M | 86 | 10.14% | Reducidas |
|
| 171 |
Creative Planning
Overland Park,
Kansas
| USD 3553 M | +USD 287 M | 130 | 2.08% | Aumentadas |
|
| 172 |
Truist Financial
Charlotte,
North Carolina
| USD 3543 M | -USD 16.4 M | 69 | 4.23% | Reducidas |
|
| 173 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 3530 M | -USD 84.5 M | 103 | 7.12% | Reducidas |
|
| 174 |
US Bancorp
Minneapolis,
Minnesota
| USD 3488 M | -USD 24.8 M | 122 | 3.81% | Reducidas |
|
| 175 |
Coatue Management
New York
| USD 3483 M | +USD 110 M | 5 | 7.16% | Aumentadas |
|