SaaS y software empresarial
El software como servicio vende aplicaciones empresariales mediante suscripción, y sustituye 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 | |
|---|---|---|---|---|---|---|---|
| 3551 |
BCS Private Wealth Management
Rumson,
New Jersey
| USD 14.5 M | -USD 2.65 M | 5 | 4.37% | Reducidas |
|
| 3552 |
Forefront Wealth Partners
Austin,
Texas
| USD 14.5 M | -USD 144 k | 12 | 4.5% | Reducidas |
|
| 3553 |
Armstrong Advisory Group
Needham,
Massachusetts
| USD 14.5 M | -USD 312 k | 29 | 0.88% | Reducidas |
|
| 3554 |
Prosperity Financial Group
San Ramon,
California
| USD 14.5 M | +USD 286 k | 8 | 4.49% | Aumentadas |
|
| 3555 |
CloudAlpha Capital Management
Hong Kong
| USD 14.5 M | -USD 57.3 M | 1 | 0.41% | Reducidas |
|
| 3556 |
Founders Capital Management (Texas)
Houston,
Texas
| USD 14.4 M | -USD 224 k | 12 | 6.24% | Reducidas |
|
| 3557 |
Lazari Capital Management
Woodland Hills,
California
| USD 14.4 M | +USD 431 k | 7 | 4.44% | Aumentadas |
|
| 3558 |
Crescent Park Management
East Palo Alto,
California
| USD 14.4 M | +USD 6.05 M | 3 | 35.63% | Aumentadas |
|
| 3559 |
NERM
New England Research & Management
Chicago,
Illinois
| USD 14.4 M | -USD 906 k | 5 | 5.6% | Reducidas |
|
| 3560 |
Talaria Asset Management
Melbourne,
Australia
| USD 14.4 M | -USD 3.54 M | 2 | 3.08% | Reducidas |
|
| 3561 |
WHGC
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 14.4 M | +USD 989 k | 1 | 4.3% | Aumentadas |
|
| 3562 |
Aviso Wealth Management
Bellevue,
Washington
| USD 14.4 M | -USD 114 k | 6 | 4.89% | Reducidas |
|
| 3563 |
NED
Nancy E. Dempze
| USD 14.4 M | +USD 563 k | 4 | 6.87% | Aumentadas |
|
| 3564 |
Legacy Financial Strategies
Overland Park,
Kansas
| USD 14.3 M | -USD 547 k | 7 | 2.22% | Reducidas |
|
| 3565 |
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 14.3 M | +USD 181 k | 5 | 6.42% | Aumentadas |
|
| 3566 |
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 14.3 M | -USD 85.1 k | 4 | 3.68% | Reducidas |
|
| 3567 |
NWF Advisory Services
Los Angeles,
California
| USD 14.3 M | +USD 414 k | 6 | 1.35% | Aumentadas |
|
| 3568 |
Councilmark Asset Management
Knoxville,
Tennessee
| USD 14.3 M | +USD 17.4 k | 3 | 7.58% | Aumentadas |
|
| 3569 |
Ridgewood Investments
Springfield,
New Jersey
| USD 14.3 M | +USD 2.34 M | 14 | 5.36% | Aumentadas |
|
| 3570 |
Chickasaw Capital Management
Memphis,
Tennessee
| USD 14.3 M | +USD 119 k | 3 | 0.51% | Aumentadas |
|
| 3571 |
Trust Company of the South
Greensboro,
North Carolina
| USD 14.3 M | +USD 252 k | 7 | 2.01% | Aumentadas |
|
| 3572 |
Trueblood Wealth Management
Lima,
Ohio
| USD 14.3 M | +USD 69.4 k | 10 | 4.98% | Aumentadas |
|
| 3573 |
CWWM
Clear Wave Wealth Management
Red Bank,
New Jersey
| USD 14.2 M | -USD 648 k | 6 | 2.63% | Reducidas |
|
| 3574 |
Keating Financial Advisory Services
Manhattan,
Kansas
| USD 14.2 M | +USD 1.13 M | 90 | 1.87% | Aumentadas |
|
| 3575 |
EFH
Eaton Financial Holdings
Coral Springs,
Florida
| USD 14.2 M | +USD 2.21 M | 6 | 3.91% | Aumentadas |
|