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 | |
|---|---|---|---|---|---|---|---|
| 201 |
Polen Capital Management
Boca Raton,
Florida
| USD 2866 M | -USD 1487 M | 13 | 24.68% | Reducidas |
|
| 202 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 2818 M | +USD 102 M | 47 | 8.48% | Aumentadas |
|
| 203 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2764 M | +USD 63.4 M | 54 | 8.48% | Aumentadas |
|
| 204 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 2715 M | -USD 458 M | 60 | 7.02% | Reducidas |
|
| 205 |
SEB Asset Management
Stockholm,
| USD 2643 M | -USD 75.7 M | 46 | 9.95% | Reducidas |
|
| 206 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 2602 M | -USD 198 M | 95 | 8.99% | Reducidas |
|
| 207 |
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 2598 M | +USD 135 M | 93 | 2.37% | Aumentadas |
|
| 208 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 2586 M | +USD 406 M | 74 | 4.9% | Aumentadas |
|
| 209 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 2559 M | -USD 234 M | 99 | 7.52% | Reducidas |
|
| 210 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 2548 M | +USD 62 M | 40 | 11.47% | Aumentadas |
|
| 211 |
Swiss Life Asset Management
Zurich,
| USD 2536 M | +USD 175 M | 80 | 10.5% | Aumentadas |
|
| 212 |
Generation Investment Management
London,
United Kingdom
| USD 2530 M | -USD 799 M | 7 | 24.59% | Reducidas |
|
| 213 |
NEOS Investment Management
Westport,
Connecticut
| USD 2461 M | +USD 230 M | 31 | 9.07% | Aumentadas |
|
| 214 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 2431 M | +USD 330 M | 48 | 10.76% | Aumentadas |
|
| 215 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 2415 M | -USD 293 M | 32 | 9.89% | Reducidas |
|
| 216 |
Jupiter Asset Management
London,
United Kingdom
| USD 2411 M | +USD 33.1 M | 34 | 11.97% | Aumentadas |
|
| 217 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 2408 M | -USD 173 M | 59 | 5.28% | Reducidas |
|
| 218 |
Rathbones Group
Liverpool,
United Kingdom
| USD 2380 M | -USD 144 M | 23 | 8.77% | Reducidas |
|
| 219 |
WorldQuant Millennium Advisors
New York
| USD 2368 M | -USD 495 M | 44 | 8.13% | Reducidas |
|
| 220 |
Osaic Holdings
Scottsdale,
Arizona
| USD 2358 M | +USD 205 M | 157 | 2.77% | Aumentadas |
|
| 221 |
Lansforsakringar Fondforvaltning
Stockholm,
Sweden
| USD 2357 M | +USD 78.4 M | 41 | 10.55% | Aumentadas |
|
| 222 |
Viking Global Investors
Stamford,
Connecticut
| USD 2348 M | -USD 629 M | 4 | 6.69% | Reducidas |
|
| 223 |
Edgewood Management
Greenwich,
Connecticut
| USD 2332 M | -USD 2483 M | 8 | 24.06% | Reducidas |
|
| 224 |
Nykredit A/S
Nordhavn,
Denmark
| USD 2325 M | +USD 2462 M | 95 | 8.86% | Nuevas |
|
| 225 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 2324 M | +USD 42.9 M | 9 | 9.07% | Aumentadas |
|