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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
201
Polen Capital Management
Polen Capital Management
Florida
US$28.7억 -US$14.9억 13 24.69% 축소
202
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$28.2억 +US$1.02억 47 8.48% 증가
203
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$27.6억 +US$6344만 54 8.48% 증가
204
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$27.2억 -US$4.58억 60 7.02% 축소
205
SEB Asset Management
SEB Asset Management
US$26.4억 -US$7570만 46 9.95% 축소
206
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$26억 -US$1.98억 95 8.99% 축소
207
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$26억 +US$1.35억 93 2.37% 증가
208
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$25.9억 +US$4.06억 74 4.9% 증가
209
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$25.6억 -US$2.34억 99 7.52% 축소
210
Candriam SCA
Candriam SCA
Luxembourg
US$25.5억 +US$6198만 40 11.47% 증가
211
Swiss Life Asset Management
Swiss Life Asset Management
US$25.4억 +US$1.75억 80 10.5% 증가
212
Generation Investment Management
Generation Investment Management
United Kingdom
US$25.3억 -US$7.99억 7 24.59% 축소
213
NEOS Investment Management
NEOS Investment Management
Connecticut
US$24.6억 +US$2.3억 31 9.07% 증가
214
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$24.3억 +US$3.3억 48 10.76% 증가
215
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$24.1억 -US$2.93억 32 9.89% 축소
216
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
US$24.1억 +US$3314만 34 11.97% 증가
217
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$24.1억 -US$1.73억 59 5.28% 축소
218
Rathbones Group
Rathbones Group
United Kingdom
US$23.8억 -US$1.44억 23 8.77% 축소
219
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
US$23.7억 -US$4.95억 44 8.13% 축소
220
Osaic Holdings
Osaic Holdings
Arizona
US$23.6억 +US$2.05억 157 2.77% 증가
221
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
US$23.6억 +US$7835만 41 10.55% 증가
222
Viking Global Investors
Viking Global Investors
Connecticut
US$23.5억 -US$6.29억 4 6.69% 축소
223
Edgewood Management
Edgewood Management
Connecticut
US$23.3억 -US$24.8억 8 24.06% 축소
224
Nykredit A/S
Nykredit A/S
Denmark
US$23.3억 +US$24.6억 95 8.86% 신규
225
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$23.2억 +US$4290만 9 9.07% 증가