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 | |
|---|---|---|---|---|---|---|---|
| 3476 |
PHIC
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 15.3 M | -USD 39 k | 7 | 10.29% | Reducidas |
|
| 3477 |
RCM
Rockbridge Capital Management
Alexandria,
Virginia
| USD 15.3 M | -USD 1.87 M | 4 | 9.87% | Reducidas |
|
| 3478 |
TC
Triavera Capital
Larkspur,
California
| USD 15.3 M | +USD 7.54 M | 2 | 8.32% | Aumentadas |
|
| 3479 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
| USD 15.3 M | +USD 770 k | 59 | 3.1% | Aumentadas |
|
| 3480 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
| USD 15.3 M | +USD 1.47 M | 6 | 4.75% | Aumentadas |
|
| 3481 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 15.3 M | +USD 519 k | 4 | 5.23% | Aumentadas |
|
| 3482 |
TC
Tsai Capital
New York
| USD 15.3 M | +USD 3.39 M | 2 | 11.27% | Aumentadas |
|
| 3483 |
EFMC
Empire Financial Management Company
New York
| USD 15.2 M | -USD 17.6 M | 5 | 6.04% | Reducidas |
|
| 3484 |
IP
Interval Partners
New York
| USD 15.2 M | +USD 1.54 M | 2 | 0.39% | Aumentadas |
|
| 3485 |
HIC
Harbor Island Capital
Topsfield,
Massachusetts
| USD 15.2 M | +USD 931 k | 1 | 4.05% | Aumentadas |
|
| 3486 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 15.2 M | +USD 3.9 M | 3 | 3.12% | Aumentadas |
|
| 3487 |
WIC
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 15.2 M | +USD 76.3 k | 2 | 4.06% | Aumentadas |
|
| 3488 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
| USD 15.2 M | +USD 489 k | 8 | 3.54% | Aumentadas |
|
| 3489 |
SNBOSD
Security National Bank of So Dak
Sioux City,
Iowa
| USD 15.2 M | -USD 2.03 M | 9 | 7.01% | Reducidas |
|
| 3490 |
AIM
Aspen Investment Management
Grand Rapids,
Michigan
| USD 15.2 M | -USD 128 k | 6 | 4.08% | Reducidas |
|
| 3491 |
MA
MSA Advisors
Santa Monica,
California
| USD 15.2 M | +USD 827 k | 1 | 3.9% | Aumentadas |
|
| 3492 |
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 15.2 M | -USD 652 k | 6 | 1.36% | Reducidas |
|
| 3493 |
TCM
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 15.2 M | +USD 573 k | 7 | 6.37% | Aumentadas |
|
| 3494 |
LIM
Longfellow Investment Management
Boston,
Massachusetts
| USD 15.2 M | -USD 1.15 M | 11 | 3.1% | Reducidas |
|
| 3495 |
PP
Pacifica Partners
Surrey,
Canada
| USD 15.1 M | +USD 2.66 M | 16 | 4.57% | Aumentadas |
|
| 3496 |
CIM
Contravisory Investment Management
Norwell,
Massachusetts
| USD 15.1 M | -USD 8.17 M | 7 | 2.67% | Reducidas |
|
| 3497 |
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 15.1 M | +USD 127 k | 9 | 1.51% | Aumentadas |
|
| 3498 |
Martin & Co
Knoxville,
Tennessee
| USD 15.1 M | +USD 1.46 M | 3 | 2.36% | Aumentadas |
|
| 3499 |
ACM
Adalta Capital Management
New York
| USD 15 M | -USD 65.4 k | 3 | 6.6% | Reducidas |
|
| 3500 |
PWM
Palacios Wealth Management
Ormond Beach,
Florida
| USD 15 M | -USD 167 k | 6 | 8.88% | Reducidas |
|