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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
476
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$7.15億 +$1397万 46 3.32% 買い増し
477
Fernbridge Capital Management
Fernbridge Capital Management
California
$7.14億 -$6928万 5 52.23% 減少
478
Capital International Sarl
Capital International Sarl
California
$7.09億 -$662万 11 10.04% 減少
479
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$6.98億 -$2297万 35 16.22% 減少
480
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$6.95億 -$1132万 39 6.95% 減少
481
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$6.94億 +$6574万 46 8.93% 買い増し
482
Yacktman Asset Management
Yacktman Asset Management
Texas
$6.89億 +$3.1億 6 8.52% 買い増し
483
Yousif Capital Management
Yousif Capital Management
Michigan
$6.87億 -$5415万 71 7.69% 減少
484
Riverbridge Partners
Riverbridge Partners
Minnesota
$6.87億 -$1.37億 23 19.17% 減少
485
AIM
Allen Investment Management
New York
$6.84億 +$5180万 8 8.11% 買い増し
486
Meitav Investment House
Meitav Investment House
Israel
$6.79億 +$3.81億 13 4.57% 買い増し
487
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$6.77億 -$1225万 12 5.84% 減少
488
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$6.75億 +$1344万 11 8.24% 買い増し
489
Veritas Asset Management
Veritas Asset Management
United Kingdom
$6.74億 -$4.79億 3 12.13% 減少
490
Munich Reinsurance
Munich Reinsurance
$6.71億 +$1.31億 17 14.67% 買い増し
491
SCGE Management
SCGE Management
California
$6.71億 -$2.38億 5 11.38% 減少
492
Welch & Forbes
Welch & Forbes
Massachusetts
$6.63億 +$4,355 21 8.06% 買い増し
493
Walleye Trading
Walleye Trading
New York
$6.59億 +$4.22億 50 0.75% 買い増し
494
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$6.52億 +$1.13億 44 9.35% 買い増し
495
Altshuler Shaham
Altshuler Shaham
Israel
$6.49億 -$1.12億 37 8.07% 減少
496
Vest Financial
Vest Financial
Virginia
$6.46億 +$1億 27 6.78% 買い増し
497
Starboard Value
Starboard Value
New York
$6.43億 +$2.16億 2 14.22% 買い増し
498
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$6.41億 -$4914万 57 6.66% 減少
499
ASK Capital Management
ASK Capital Management
California
$6.4億 $0 1 88.81% 維持
500
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$6.35億 -$6803万 9 14.36% 減少