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SaaS・エンタープライズソフトウェア

Software as a Service(SaaS)は、業務用アプリケーションをサブスクリプションで提供し、高額な初期ライセンス料に代えて、予測しやすい継続収益を得るビジネスモデルです。投資判断では、新規顧客の獲得よりも、既存顧客の維持と利用拡大が重要です。

266銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
326
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$13億 +$2301万 2 7.06% 新規
327
Bridgewater Associates
Bridgewater Associates
Connecticut
$13億 -$2.54億 42 5.33% 減少
328
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.9億 -$7.13億 26 5.51% 減少
329
Epoch Investment Partners
Epoch Investment Partners
New York
$12.9億 +$2921万 11 7.33% 買い増し
330
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$12.8億 +$5061万 21 8.36% 買い増し
331
Congress Asset Management
Congress Asset Management
Massachusetts
$12.8億 -$7277万 26 7.88% 減少
332
Amalgamated Bank
Amalgamated Bank
New York
$12.8億 -$8593万 78 8.85% 減少
333
Trexquant Investment
Trexquant Investment
Connecticut
$12.6億 +$1.14億 67 7.43% 買い増し
334
NewEdge Advisors
NewEdge Advisors
Louisiana
$12.6億 +$3836万 92 3.75% 買い増し
335
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$12.6億 -$5101万 36 7.82% 減少
336
Scotia Capital
Scotia Capital
Ontario, Canada
$12.5億 +$2542万 28 4.67% 買い増し
337
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$12.5億 +$342万 40 8.62% 買い増し
338
PensionDanmark
PensionDanmark
Denmark
$12.4億 +$4484万 42 10.34% 買い増し
339
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$12.4億 +$3.8億 60 5.48% 買い増し
340
Farallon Capital Management
Farallon Capital Management
California
$12.3億 -$9.29億 4 5.65% 減少
341
Carmignac Gestion
Carmignac Gestion
France
$12.1億 +$1.86億 7 15.73% 買い増し
342
AE Wealth Management
AE Wealth Management
Kansas
$12億 +$1.51億 39 5.61% 買い増し
343
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.8億 +$1561万 74 8.04% 買い増し
344
Rakuten Investment Management
Rakuten Investment Management
Japan
$11.8億 +$1.49億 29 3.41% 買い増し
345
Guggenheim Capital
Guggenheim Capital
Illinois
$11.8億 +$8159万 58 7.41% 買い増し
346
DSM Capital Partners
DSM Capital Partners
Florida
$11.8億 -$5.47億 13 20.13% 減少
347
Soroban Capital Partners
Soroban Capital Partners
New York
$11.7億 -$1.77億 1 2.46% 減少
348
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$11.6億 -$5727万 10 7.89% 減少
349
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$11.6億 +$6.41億 100 4.16% 買い増し
350
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$11.4億 +$5705万 13 12.18% 買い増し