SaaS y software empresarial
El software como servicio vende aplicaciones empresariales mediante suscripción, a cambio de una licencia inicial de alto costo por ingresos recurrentes predecibles. Retener y hacer crecer a los clientes actuales es más importante para la tesis de inversión que captar clientes nuevos.
266 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 2876 |
Impact Partnership Wealth
Marietta,
Georgia
| USD 23 M | +USD 5.03 M | 23 | 2.23% | Aumentadas |
|
| 2877 |
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 23 M | +USD 1.47 M | 3 | 3.27% | Aumentadas |
|
| 2878 |
CFG
Cambridge Financial Group
Columbus,
Ohio
| USD 23 M | +USD 2.36 M | 2 | 7.99% | Aumentadas |
|
| 2879 |
BCM
Birch Capital Management
Dallas,
Texas
| USD 23 M | +USD 3.56 M | 5 | 11.22% | Aumentadas |
|
| 2880 |
FWC
First Washington Corp
Seattle,
Washington
| USD 23 M | -USD 5.39 M | 4 | 5.59% | Reducidas |
|
| 2881 |
KA
Kerrisdale Advisers
Miami,
Florida
| USD 22.9 M | -USD 1.74 M | 12 | 5.75% | Reducidas |
|
| 2882 |
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| USD 22.9 M | -USD 248 k | 5 | 1.74% | Reducidas |
|
| 2883 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
| USD 22.9 M | -USD 429 k | 7 | 8.03% | Reducidas |
|
| 2884 |
BE
Bonness Enterprises
Washington,
District of Columbia
| USD 22.9 M | -USD 202 k | 3 | 7.38% | Reducidas |
|
| 2885 |
SONA Asset Management (US)
New York
| USD 22.9 M | +USD 15.3 M | 3 | 0.48% | Aumentadas |
|
| 2886 |
American Trust
Lexington,
Kentucky
| USD 22.9 M | +USD 3.63 M | 10 | 1.76% | Aumentadas |
|
| 2887 |
Ellsworth Advisors
Hudson,
Ohio
| USD 22.9 M | +USD 10.3 M | 4 | 3.76% | Aumentadas |
|
| 2888 |
MFS
Mattson Financial Services
Kentwood,
Michigan
| USD 22.8 M | +USD 297 k | 6 | 4.78% | Aumentadas |
|
| 2889 |
Thames Capital Management
Roseland,
New Jersey
| USD 22.8 M | +USD 24.2 M | 1 | 1.88% | Nuevas |
|
| 2890 |
IAM
Infusive Asset Management
New York
| USD 22.8 M | +USD 9.8 M | 3 | 10.36% | Aumentadas |
|
| 2891 |
ACM
Altai Capital Management
West Hollywood,
California
| USD 22.8 M | USD 0 | 1 | 46.41% | Mantenido |
|
| 2892 |
CCT
Chemung Canal Trust
Elmira,
New York
| USD 22.8 M | -USD 2.93 M | 5 | 4.21% | Reducidas |
|
| 2893 |
KIG
Kessler Investment Group
Columbus,
Indiana
| USD 22.7 M | +USD 5.72 M | 4 | 9.71% | Aumentadas |
|
| 2894 |
BRG
Bay Rivers Group
Williamsburg,
Virginia
| USD 22.7 M | -USD 3.44 M | 2 | 7.76% | Reducidas |
|
| 2895 |
WMA
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 22.7 M | +USD 6.03 M | 10 | 6.27% | Aumentadas |
|
| 2896 |
1CM
1492 Capital Management
Milwaukee,
Wisconsin
| USD 22.7 M | -USD 136 k | 8 | 6.7% | Reducidas |
|
| 2897 |
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 22.7 M | +USD 14.9 M | 3 | 1.36% | Aumentadas |
|
| 2898 |
RFA
ROI Financial Advisors
Beaverton,
Oregon
| USD 22.7 M | -USD 793 k | 7 | 11.74% | Reducidas |
|
| 2899 |
MUFG Securities (Canada)
New York
| USD 22.7 M | -USD 1.51 M | 2 | 0.61% | Reducidas |
|
| 2900 |
CPIM
Coalescence Partners Investment Management
New York
| USD 22.7 M | -USD 23.8 M | 1 | 6.66% | Reducidas |
|