SaaS y software empresarial
El software como servicio vende aplicaciones empresariales mediante suscripción, a cambio de 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 |
Fondos con posición | Crecimiento | Crecimiento % |
Valor del fondo |
|
|---|---|---|---|---|---|
1
Microsoft
MSFT
USD 3.93 B
| 6,256 | +17 | +0.3% | USD 2.05 B |
|
2
Broadcom
AVGO
USD 1.57 B
| 4,864 | +153 | +3% | USD 1.4 B |
|
3
IBM
IBM
USD 219 mil M
| 3,647 | +150 | +4% | USD 172 mil M |
|
4
Oracle
ORCL
USD 389 mil M
| 3,540 | +31 | +0.9% | USD 189 mil M |
|
5
Salesforce
CRM
USD 198 mil M
| 2,497 | -201 | -7% | USD 109 mil M |
|
6
Automatic Data Processing
ADP
USD 114 mil M
| 2,296 | +12 | +0.5% | USD 79.3 mil M |
|
7
ServiceNow
NOW
USD 147 mil M
| 2,246 | +33 | +1% | USD 83.7 mil M |
|
8
Adobe
ADBE
USD 95.4 mil M
| 2,010 | -194 | -9% | USD 68.2 mil M |
|
9
Intuit
INTU
USD 86.9 mil M
| 1,755 | -267 | -13% | USD 63.6 mil M |
|
10
Intercontinental Exchange
ICE
USD 90.7 mil M
| 1,668 | -65 | -4% | USD 64.3 mil M |
|
11
Paychex
PAYX
USD 39.7 mil M
| 1,537 | +22 | +1% | USD 29.1 mil M |
|
12
Cadence Design Systems
CDNS
USD 88 mil M
| 1,511 | +100 | +7% | USD 90.6 mil M |
|
13
Snowflake
SNOW
USD 108 mil M
| 1,466 | +178 | +14% | USD 70.1 mil M |
|
14
Synopsys
SNPS
USD 87.1 mil M
| 1,452 | +49 | +3% | USD 78.8 mil M |
|
15
Datadog
DDOG
USD 88.7 mil M
| 1,285 | +226 | +21% | USD 78.8 mil M |
|
16
Autodesk
ADSK
USD 50.1 mil M
| 1,201 | -123 | -9% | USD 39.5 mil M |
|
17
Axon Enterprise
AXON
USD 31.7 mil M
| 1,131 | +75 | +7% | USD 40.4 mil M |
|
18
Nasdaq
NDAQ
USD 52.5 mil M
| 1,090 | -10 | -0.9% | USD 37.2 mil M |
|
19
Roper Technologies
ROP
USD 37.9 mil M
| 1,084 | -66 | -6% | USD 34.6 mil M |
|
20
Veeva Systems
VEEV
USD 50.3 mil M
| 1,067 | +44 | +4% | USD 25.7 mil M |
|
21
Broadridge
BR
USD 19.8 mil M
| 1,022 | -42 | -4% | USD 14.9 mil M |
|
22
Verisk Analytics
VRSK
USD 24.8 mil M
| 959 | -1 | -0.1% | USD 23.1 mil M |
|
23
Workday
WDAY
USD 46 mil M
| 918 | -24 | -3% | USD 25.5 mil M |
|
24
MongoDB
MDB
USD 27.2 mil M
| 875 | +57 | +7% | USD 25 mil M |
|
25
Zoom
ZM
USD 27.5 mil M
| 874 | +53 | +6% | USD 17.5 mil M |
|