← すべてのテーマ

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
176
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.6億 -$2.06億 83 5.82% 減少
177
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$34.5億 +$7508万 61 8.89% 買い増し
178
Fred Alger Management
Fred Alger Management
New York
$34.4億 +$8371万 31 11.45% 買い増し
179
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$34.2億 -$12.5万 12 14.37% 減少
180
Allspring Global Investments
Allspring Global Investments
North Carolina
$33.5億 -$3.15億 61 5.14% 減少
181
Temasek Holdings
Temasek Holdings
Singapore
$32.6億 -$4.02億 8 8.76% 減少
182
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$32.4億 +$5213万 108 8.08% 買い増し
183
Squarepoint
Squarepoint
New York
$32億 -$2.06億 110 3.54% 減少
184
Rafferty Asset Management
Rafferty Asset Management
New York
$31.6億 +$11億 39 7.2% 買い増し
185
Winslow Capital Management
Winslow Capital Management
Minnesota
$31.3億 -$16.3億 6 10.79% 減少
186
William Blair & Company
William Blair & Company
Illinois
$31.2億 -$2.89億 68 8.11% 減少
187
Aristotle Capital Management
Aristotle Capital Management
California
$30.6億 +$6.41億 5 6.43% 買い増し
188
Point72 Asset Management
Point72 Asset Management
Connecticut
$30.6億 -$2795万 74 3.37% 減少
189
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.5億 +$1546万 51 4.29% 買い増し
190
Renaissance Technologies
Renaissance Technologies
New York
$30.5億 -$5.93億 105 4.2% 減少
191
Asset Management One
Asset Management One
Japan
$30.4億 +$3140万 48 7.81% 買い増し
192
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$30.2億 +$2.63億 109 4.61% 買い増し
193
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$29.8億 +$6.85億 10 8.68% 買い増し
194
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$29.2億 +$2.47億 105 9.42% 買い増し
195
Tidal Investments
Tidal Investments
Wisconsin
$29.1億 +$5.7億 75 5.03% 買い増し
196
Vontobel Holding
Vontobel Holding
Switzerland
$29.1億 -$7.21億 52 9.24% 減少
197
Alyeska Investment Group
Alyeska Investment Group
Illinois
$28.9億 +$14.9億 26 7.44% 買い増し
198
Sands Capital Management
Sands Capital Management
Virginia
$28.8億 -$5.09億 8 10.69% 減少
199
Los Angeles Capital Management
Los Angeles Capital Management
California
$28.7億 -$7181万 106 10.57% 減少
200
William Blair Investment Management
William Blair Investment Management
Illinois
$28.7億 -$7.02億 20 8.62% 減少