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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
201
Polen Capital Management
Polen Capital Management
Florida
$28.7億 -$14.9億 13 24.68% 減少
202
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$28.2億 +$1.02億 47 8.48% 買い増し
203
Panagora Asset Management
Panagora Asset Management
Massachusetts
$27.6億 +$6344万 54 8.48% 買い増し
204
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.2億 -$4.58億 60 7.02% 減少
205
SEB Asset Management
SEB Asset Management
$26.4億 -$7570万 46 9.95% 減少
206
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$26億 -$1.98億 95 8.99% 減少
207
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$26億 +$1.35億 93 2.37% 買い増し
208
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.9億 +$4.06億 74 4.9% 買い増し
209
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.6億 -$2.34億 99 7.52% 減少
210
Candriam SCA
Candriam SCA
Luxembourg
$25.5億 +$6198万 40 11.47% 買い増し
211
Swiss Life Asset Management
Swiss Life Asset Management
$25.4億 +$1.75億 80 10.5% 買い増し
212
Generation Investment Management
Generation Investment Management
United Kingdom
$25.3億 -$7.99億 7 24.59% 減少
213
NEOS Investment Management
NEOS Investment Management
Connecticut
$24.6億 +$2.3億 31 9.07% 買い増し
214
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$24.3億 +$3.3億 48 10.76% 買い増し
215
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$24.1億 -$2.93億 32 9.89% 減少
216
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$24.1億 +$3314万 34 11.97% 買い増し
217
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$24.1億 -$1.73億 59 5.28% 減少
218
Rathbones Group
Rathbones Group
United Kingdom
$23.8億 -$1.44億 23 8.77% 減少
219
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$23.7億 -$4.95億 44 8.13% 減少
220
Osaic Holdings
Osaic Holdings
Arizona
$23.6億 +$2.05億 157 2.77% 買い増し
221
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$23.6億 +$7835万 41 10.55% 買い増し
222
Viking Global Investors
Viking Global Investors
Connecticut
$23.5億 -$6.29億 4 6.69% 減少
223
Edgewood Management
Edgewood Management
Connecticut
$23.3億 -$24.8億 8 24.06% 減少
224
Nykredit A/S
Nykredit A/S
Denmark
$23.3億 +$24.6億 95 8.86% 新規
225
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$23.2億 +$4290万 9 9.07% 買い増し