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SaaS 與企業軟體

軟體即服務透過訂閱方式銷售商用應用程式,以可預期的經常性收入取代高額的一次性授權費。對投資論點而言,維繫既有客戶並拓展與他們的業務往來,比爭取新客戶更重要。

266檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
626
Chicago Capital
Chicago Capital
Illinois
US$4.23億 -US$8215萬 32 10.18% 減碼
627
Mission Wealth Management
Mission Wealth Management
California
US$4.21億 +US$1.93億 38 5.15% 增持
628
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
US$4.21億 -US$1208萬 13 11.66% 減碼
629
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
US$4.21億 -US$344萬 14 7.37% 減碼
630
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$4.19億 -US$1.29億 3 9.27% 減碼
631
Vaughan David Investments
Vaughan David Investments
Illinois
US$4.17億 -US$28.3萬 8 8.31% 減碼
632
BNP Paribas
BNP Paribas
France
US$4.17億 -US$1219萬 18 11.31% 減碼
633
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
US$4.16億 -US$1645萬 44 6.17% 減碼
634
WhitTier Trust Company
WhitTier Trust Company
Nevada
US$4.16億 -US$4100萬 55 7.78% 減碼
635
Apollon Wealth Management
Apollon Wealth Management
South Carolina
US$4.16億 +US$6204萬 48 5.05% 增持
636
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
US$4.13億 +US$1.49億 7 7.12% 增持
637
Country Trust Bank
Country Trust Bank
Illinois
US$4.11億 +US$1.02億 24 7.2% 增持
638
Horizon Investments
Horizon Investments
North Carolina
US$4.11億 +US$483萬 49 4.5% 增持
639
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
US$4.06億 +US$5660萬 38 10.09% 增持
640
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
US$4.02億 -US$2.11億 14 8.74% 減碼
641
Strategy Capital
Strategy Capital
California
US$4.02億 -US$860萬 2 24.75% 減碼
642
Exor N.V.
Exor N.V.
Netherlands
US$4.02億 US$0 2 7.36% 維持不變
643
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$4億 +US$2659萬 24 5.29% 增持
644
First Foundation Advisors
First Foundation Advisors
California
US$4億 -US$106萬 12 14.36% 減碼
645
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
US$3.99億 -US$1695萬 59 3.06% 減碼
646
Americana Partners
Americana Partners
Texas
US$3.97億 +US$2396萬 19 8.94% 增持
647
Capital Counsel
Capital Counsel
New York
US$3.95億 +US$6083萬 5 15.43% 增持
648
Eventide Asset Management
Eventide Asset Management
Massachusetts
US$3.94億 +US$1722萬 27 5.27% 增持
649
Stephens Inc
Stephens Inc
Arkansas
US$3.93億 -US$770萬 39 4.41% 減碼
650
NMO
Newlands Management Operations
Texas
US$3.92億 US$0 1 2.36% 維持不變