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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
351
LBP AM
LBP AM
France
$11.4億 +$1.03億 27 11.42% 買い増し
352
Mediolanum International Funds
Mediolanum International Funds
Ireland
$11.3億 +$5158万 26 9.62% 買い増し
353
Penserra Capital Management
Penserra Capital Management
California
$11.2億 +$2.83億 52 8.59% 買い増し
354
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$11.1億 -$1.47億 63 5.11% 減少
355
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$11億 +$7055万 34 14.46% 買い増し
356
QRG Capital Management
QRG Capital Management
Illinois
$10.9億 +$8608万 45 8.96% 買い増し
357
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$10.9億 -$1.03億 21 11.77% 減少
358
AGF Management
AGF Management
Ontario, Canada
$10.9億 -$1.25億 31 4.22% 減少
359
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$10.8億 +$2723万 109 8.85% 買い増し
360
Zacks Investment Management
Zacks Investment Management
Illinois
$10.8億 +$3492万 38 7.67% 買い増し
361
GQG Partners
GQG Partners
Florida
$10.8億 +$11.4億 8 2% 新規
362
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$10.6億 -$1158万 137 7.98% 減少
363
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.6億 +$2839万 56 2.38% 買い増し
364
Greylock XIV
Greylock XIV
California
$10.6億 $0 1 100% 維持
365
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$10.5億 +$4895万 21 6.6% 買い増し
366
OFI Invest Asset Management
OFI Invest Asset Management
France
$10.5億 +$1.61億 23 10.48% 買い増し
367
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$10.5億 -$1.01億 41 8.31% 減少
368
Nomura Holdings
Nomura Holdings
Japan
$10.3億 +$2.8億 51 1.21% 買い増し
369
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$10.3億 +$1612万 3 10.44% 買い増し
370
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$10.2億 -$2.31億 10 7.1% 減少
371
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$10.2億 +$6092万 20 11.52% 買い増し
372
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$10.1億 +$1512万 10 7.75% 買い増し
373
Sarasin & Partners
Sarasin & Partners
United Kingdom
$10億 +$202万 3 11.75% 買い増し
374
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$10億 -$1億 44 8.66% 減少
375
Index Venture Associates VI
Index Venture Associates VI
Jersey
$9.9億 -$5735万 1 47.4% 減少