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 | |
|---|---|---|---|---|---|---|---|
| 3751 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
| USD 12.9 M | -USD 158 k | 5 | 2.21% | Reducidas |
|
| 3752 |
Richmond Brothers
Jackson,
Michigan
| USD 12.9 M | +USD 13.1 M | 7 | 6.69% | Aumentadas |
|
| 3753 |
Strategic Financial Services
Utica,
New York
| USD 12.9 M | -USD 173 k | 5 | 0.56% | Reducidas |
|
| 3754 |
Operose Advisors
Milwaukee,
Wisconsin
| USD 12.8 M | +USD 160 k | 14 | 2.48% | Aumentadas |
|
| 3755 |
Byrne Financial Freedom
Franklin,
Massachusetts
| USD 12.8 M | +USD 1.4 M | 7 | 5.01% | Aumentadas |
|
| 3756 |
Core Wealth Partners
Santa Rosa,
California
| USD 12.8 M | -USD 978 k | 5 | 5.47% | Reducidas |
|
| 3757 |
Commonwealth Financial Services
Vienna,
West Virginia
| USD 12.8 M | +USD 2 M | 11 | 1.72% | Aumentadas |
|
| 3758 |
Clearwave Capital
Upland,
California
| USD 12.8 M | +USD 1.71 M | 7 | 7.06% | Aumentadas |
|
| 3759 |
TrueWealth Financial Partners
Bellevue,
Washington
| USD 12.8 M | -USD 3.7 M | 1 | 5.29% | Reducidas |
|
| 3760 |
Proactive Wealth Strategies
Marietta,
Georgia
| USD 12.8 M | +USD 1.19 M | 4 | 2.05% | Aumentadas |
|
| 3761 |
Consilium Wealth Advisory
Richardson,
Texas
| USD 12.8 M | -USD 421 k | 4 | 3.79% | Reducidas |
|
| 3762 |
Beaumont Asset Management
Beaumont,
Texas
| USD 12.8 M | +USD 253 k | 5 | 4.96% | Aumentadas |
|
| 3763 |
FNWM
Financial Network Wealth Management
Draper,
Utah
| USD 12.8 M | -USD 25.2 k | 4 | 3.62% | Reducidas |
|
| 3764 |
Northern Lights Advisors
Seattle,
Washington
| USD 12.7 M | +USD 3.12 M | 3 | 6.94% | Aumentadas |
|
| 3765 |
Sonata Capital Group
Seattle,
Washington
| USD 12.7 M | -USD 159 k | 4 | 4.11% | Reducidas |
|
| 3766 |
Green Alpha Advisors
Niwot,
Colorado
| USD 12.7 M | +USD 120 k | 12 | 8.54% | Aumentadas |
|
| 3767 |
Ballast Advisors
Woodbury,
Minnesota
| USD 12.7 M | -USD 518 k | 7 | 3.03% | Reducidas |
|
| 3768 |
Dorsey Wright & Associates
Pasadena,
California
| USD 12.7 M | -USD 8.4 M | 2 | 2.15% | Reducidas |
|
| 3769 |
Vision Retirement
Ridgewood,
New Jersey
| USD 12.7 M | -USD 834 k | 16 | 3.07% | Reducidas |
|
| 3770 |
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 12.7 M | -USD 137 k | 5 | 1.74% | Reducidas |
|
| 3771 |
Joseph Group Capital Management
Columbus,
Ohio
| USD 12.7 M | -USD 136 k | 19 | 2.66% | Reducidas |
|
| 3772 |
Balentine LLC
Atlanta,
Georgia
| USD 12.7 M | +USD 3.13 M | 7 | 0.45% | Aumentadas |
|
| 3773 |
Madison Wealth Partners
Madison,
Wisconsin
| USD 12.7 M | +USD 3.41 M | 4 | 1.61% | Aumentadas |
|
| 3774 |
Eagle Wealth Advisors
Westport,
Connecticut
| USD 12.6 M | -USD 1.18 M | 7 | 9.64% | Reducidas |
|
| 3775 |
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 12.6 M | -USD 493 k | 4 | 5.87% | Reducidas |
|