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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
76
Sanders Capital
Sanders Capital
Florida
$94.6億 +$35.9億 3 9.48% 買い増し
77
Citadel Advisors
Citadel Advisors
Florida
$93.4億 +$4.52億 151 1.07% 買い増し
78
Neuberger Berman Group
Neuberger Berman Group
New York
$91.4億 -$8.58億 87 6.08% 減少
79
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$90.7億 +$11.6億 43 11.37% 買い増し
80
Russell Investments Group
Russell Investments Group
United Kingdom
$88.7億 +$4.97億 150 7.78% 買い増し
81
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88.4億 +$37.1億 143 0.69% 買い増し
82
ClearBridge Investments
ClearBridge Investments
New York
$87.9億 -$22.4億 32 7.28% 減少
83
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$84.5億 -$1.61億 67 10.53% 減少
84
VOYA Investment Management
VOYA Investment Management
Georgia
$79.7億 -$10.7億 111 6.89% 減少
85
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$78.4億 -$7.76億 24 7.12% 減少
86
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$76.5億 +$2.41億 60 9.4% 買い増し
87
D.E. Shaw & Co
D.E. Shaw & Co
New York
$75.7億 -$32.6億 111 3.6% 減少
88
Jane Street
Jane Street
New York
$74.6億 +$24.9億 118 0.62% 買い増し
89
Primecap Management
Primecap Management
California
$72.6億 +$1.82億 22 4.29% 買い増し
90
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$72.3億 -$4.25億 140 9.12% 減少
91
Harris Associates
Harris Associates
Illinois
$72.1億 +$7.41億 11 9.56% 買い増し
92
TD Asset Management
TD Asset Management
Ontario, Canada
$72億 -$14億 54 6.24% 減少
93
Stifel Financial
Stifel Financial
Missouri
$71.9億 -$7325万 87 5.98% 減少
94
Millennium Management
Millennium Management
New York
$71.4億 +$2.65億 127 2.58% 買い増し
95
Aberdeen Group
Aberdeen Group
United Kingdom
$70.7億 +$1.19億 44 9.93% 買い増し
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$68.6億 -$6462万 141 3.4% 減少
97
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$68.2億 -$4.32億 65 8.29% 減少
98
Allianz Asset Management
Allianz Asset Management
Germany
$67.5億 +$8.16億 61 5.48% 買い増し
99
Two Sigma Investments
Two Sigma Investments
New York
$66.7億 -$4.79億 132 4.83% 減少
100
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$64.2億 +$5756万 92 9.81% 買い増し