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 | |
|---|---|---|---|---|---|---|---|
| 176 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 3464 M | -USD 206 M | 83 | 5.82% | Reducidas |
|
| 177 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 3448 M | +USD 75.1 M | 61 | 8.89% | Aumentadas |
|
| 178 |
Fred Alger Management
New York
| USD 3437 M | +USD 83.7 M | 31 | 11.45% | Aumentadas |
|
| 179 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 3416 M | -USD 125 k | 12 | 14.37% | Reducidas |
|
| 180 |
Allspring Global Investments
Charlotte,
North Carolina
| USD 3353 M | -USD 315 M | 61 | 5.14% | Reducidas |
|
| 181 |
Temasek Holdings
Singapore
| USD 3264 M | -USD 402 M | 8 | 8.76% | Reducidas |
|
| 182 |
Vanguard Investments Australia
Victoria,
Australia
| USD 3244 M | +USD 52.1 M | 108 | 8.08% | Aumentadas |
|
| 183 |
Squarepoint
New York
| USD 3200 M | -USD 206 M | 110 | 3.54% | Reducidas |
|
| 184 |
Rafferty Asset Management
New York
| USD 3163 M | +USD 1099 M | 39 | 7.2% | Aumentadas |
|
| 185 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 3135 M | -USD 1628 M | 6 | 10.79% | Reducidas |
|
| 186 |
William Blair & Company
Chicago,
Illinois
| USD 3115 M | -USD 289 M | 68 | 8.11% | Reducidas |
|
| 187 |
Aristotle Capital Management
Los Angeles,
California
| USD 3064 M | +USD 641 M | 5 | 6.43% | Aumentadas |
|
| 188 |
Point72 Asset Management
Stamford,
Connecticut
| USD 3057 M | -USD 27.9 M | 74 | 3.37% | Reducidas |
|
| 189 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 3053 M | +USD 15.5 M | 51 | 4.29% | Aumentadas |
|
| 190 |
Renaissance Technologies
New York
| USD 3051 M | -USD 593 M | 105 | 4.2% | Reducidas |
|
| 191 |
Asset Management One
Tokyo,
Japan
| USD 3045 M | +USD 31.4 M | 48 | 7.81% | Aumentadas |
|
| 192 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 3015 M | +USD 263 M | 109 | 4.61% | Aumentadas |
|
| 193 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2977 M | +USD 685 M | 10 | 8.68% | Aumentadas |
|
| 194 |
KLP Kapitalforvaltning
Oslo,
Norway
| USD 2919 M | +USD 247 M | 105 | 9.42% | Aumentadas |
|
| 195 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 2908 M | +USD 570 M | 75 | 5.03% | Aumentadas |
|
| 196 |
Vontobel Holding
Zurich,
Switzerland
| USD 2906 M | -USD 721 M | 52 | 9.24% | Reducidas |
|
| 197 |
Alyeska Investment Group
Chicago,
Illinois
| USD 2891 M | +USD 1492 M | 26 | 7.44% | Aumentadas |
|
| 198 |
Sands Capital Management
Arlington,
Virginia
| USD 2879 M | -USD 509 M | 8 | 10.69% | Reducidas |
|
| 199 |
Los Angeles Capital Management
Los Angeles,
California
| USD 2875 M | -USD 71.8 M | 106 | 10.57% | Reducidas |
|
| 200 |
William Blair Investment Management
Chicago,
Illinois
| USD 2867 M | -USD 702 M | 20 | 8.62% | Reducidas |
|