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