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 | |
|---|---|---|---|---|---|---|---|
| 4326 |
LCWM
Legacy Capital Wealth Management
The Woodlands,
Texas
| USD 8.73 M | +USD 232 k | 2 | 4.01% | Aumentadas |
|
| 4327 |
MWM
MFG Wealth Management
Indianapolis,
Indiana
| USD 8.72 M | +USD 1.75 M | 3 | 6.24% | Aumentadas |
|
| 4328 |
SSCM
Spectrum Strategic Capital Management
Corvallis,
Oregon
| USD 8.71 M | +USD 2.69 M | 3 | 4.31% | Aumentadas |
|
| 4329 |
Goldstein Advisors
Madison,
Wisconsin
| USD 8.7 M | +USD 1.01 M | 6 | 0.8% | Aumentadas |
|
| 4330 |
CIS
Custom Index Systems
New York
| USD 8.7 M | -USD 1.63 M | 11 | 3.13% | Reducidas |
|
| 4331 |
PAR Capital Management
Boston,
Massachusetts
| USD 8.7 M | -USD 6.33 M | 2 | 0.22% | Reducidas |
|
| 4332 |
VPW
Vaquero Private Wealth
Dallas,
Texas
| USD 8.69 M | +USD 9.38 M | 6 | 1.79% | Nuevas |
|
| 4333 |
Catalyst Capital Advisors
Huntington,
New York
| USD 8.69 M | -USD 584 k | 22 | 0.14% | Reducidas |
|
| 4334 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
| USD 8.68 M | +USD 1.54 M | 4 | 1.75% | Aumentadas |
|
| 4335 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
| USD 8.68 M | -USD 594 k | 5 | 4.27% | Reducidas |
|
| 4336 |
CCM
Crew Capital Management
Cincinnati,
Ohio
| USD 8.67 M | +USD 48.1 k | 5 | 4.73% | Aumentadas |
|
| 4337 |
WAM
Wakefield Asset Management
Englewood,
Colorado
| USD 8.66 M | +USD 1.87 M | 13 | 1.95% | Aumentadas |
|
| 4338 |
CFG
Carr Financial Group
Worcester,
Massachusetts
| USD 8.66 M | +USD 25.9 k | 7 | 1.99% | Aumentadas |
|
| 4339 |
NXG Investment Management
Dallas,
Texas
| USD 8.65 M | +USD 920 k | 1 | 0.39% | Aumentadas |
|
| 4340 |
Polymer Capital Management (HK)
Hong Kong
| USD 8.65 M | -USD 1.37 M | 2 | 0.44% | Reducidas |
|
| 4341 |
LWP
LeClair Wealth Partners
Dublin,
Ohio
| USD 8.65 M | +USD 7.58 M | 5 | 4.48% | Aumentadas |
|
| 4342 |
SAM
Seelaus Asset Management
Chatham,
New Jersey
| USD 8.65 M | +USD 1.42 M | 15 | 6.07% | Aumentadas |
|
| 4343 |
Element Pointe Advisors
Miami,
Florida
| USD 8.64 M | +USD 2.24 M | 8 | 1.39% | Aumentadas |
|
| 4344 |
GCA
Gallagher Capital Advisors
Argyle,
Texas
| USD 8.64 M | -USD 1.96 M | 4 | 4.94% | Reducidas |
|
| 4345 |
RVM
Robinson Value Management
San Antonio,
Texas
| USD 8.64 M | +USD 3.26 M | 3 | 4.63% | Aumentadas |
|
| 4346 |
CCG
Coastwise Capital Group
La Jolla,
California
| USD 8.63 M | +USD 998 k | 6 | 5.01% | Aumentadas |
|
| 4347 |
ORC
O'Rourke & Company
Boston,
Massachusetts
| USD 8.61 M | -USD 33.8 k | 4 | 3% | Reducidas |
|
| 4348 |
ADMI
Albert D. Mason Inc
Boston,
Massachusetts
| USD 8.61 M | +USD 724 k | 7 | 4.89% | Aumentadas |
|
| 4349 |
DAS
DMKC Advisory Services
Des Moines,
Iowa
| USD 8.6 M | +USD 321 k | 3 | 1.62% | Aumentadas |
|
| 4350 |
PPA
Pacific Point Advisors
Rancho Santa Fe,
California
| USD 8.59 M | -USD 1.91 M | 5 | 3.92% | Reducidas |
|