← 모든 테마

SaaS 및 기업용 소프트웨어

서비스형 소프트웨어(SaaS)는 기업용 애플리케이션을 구독 방식으로 판매해 큰 초기 라이선스 비용 대신 예측 가능한 반복 매출을 얻어요. 투자 관점에서는 신규 고객 확보보다 기존 고객을 유지하고 성장시키는 것이 더 중요해요.

266개 종목

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