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 | |
|---|---|---|---|---|---|---|---|
| 4476 |
Gemmer Asset Management
Walnut Creek,
California
| USD 7.81 M | -USD 187 k | 5 | 0.52% | Reducidas |
|
| 4477 |
T
TrustBank
Olney,
Illinois
| USD 7.8 M | -USD 400 k | 5 | 2.65% | Reducidas |
|
| 4478 |
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 7.78 M | -USD 4.98 M | 5 | 0.64% | Reducidas |
|
| 4479 |
CG
Clarus Group
Houston,
Texas
| USD 7.78 M | -USD 183 k | 7 | 2.64% | Reducidas |
|
| 4480 |
BWM
BigSur Wealth Management
Miami,
Florida
| USD 7.78 M | -USD 264 k | 3 | 1.87% | Reducidas |
|
| 4481 |
BCG
BayBridge Capital Group
Pleasanton,
California
| USD 7.78 M | +USD 1.67 M | 5 | 4.05% | Aumentadas |
|
| 4482 |
PCS
Private Client Services
Louisville,
Kentucky
| USD 7.77 M | +USD 1.54 M | 7 | 2.04% | Aumentadas |
|
| 4483 |
CI
Cherokee Insurance
Sterling Heights,
Michigan
| USD 7.77 M | USD 0 | 1 | 3% | Mantenido |
|
| 4484 |
BFS
BridgePort Financial Solutions
Fairfield,
Iowa
| USD 7.77 M | +USD 999 k | 5 | 1.98% | Aumentadas |
|
| 4485 |
WH
Willner & Heller
Encino,
California
| USD 7.75 M | -USD 1.38 M | 7 | 4.85% | Reducidas |
|
| 4486 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 7.75 M | -USD 1.62 M | 3 | 7.96% | Reducidas |
|
| 4487 |
PAW
Plan A Wealth
Lincoln,
Nebraska
| USD 7.75 M | +USD 1.1 M | 10 | 3.3% | Aumentadas |
|
| 4488 |
PIP
Palisades Investment Partners
Santa Monica,
California
| USD 7.74 M | +USD 159 k | 2 | 2.2% | Aumentadas |
|
| 4489 |
MFG
Mainsail Financial Group
Bellevue,
Washington
| USD 7.74 M | +USD 1.05 M | 4 | 2.63% | Aumentadas |
|
| 4490 |
SRM
Shelter Rock Management
Jericho,
New York
| USD 7.74 M | +USD 2.52 M | 3 | 7.51% | Aumentadas |
|
| 4491 |
GenTrust
Miami,
Florida
| USD 7.74 M | -USD 3.42 M | 4 | 0.3% | Reducidas |
|
| 4492 |
ECA
Elevate Capital Advisors
Eagle,
Colorado
| USD 7.73 M | +USD 2.01 M | 4 | 4.25% | Aumentadas |
|
| 4493 |
HC
Headland Capital
Mt. Pleasant,
South Carolina
| USD 7.73 M | +USD 131 k | 3 | 1.91% | Aumentadas |
|
| 4494 |
LWM
LeConte Wealth Management
Maryville,
Tennessee
| USD 7.72 M | +USD 15.9 k | 5 | 4.21% | Aumentadas |
|
| 4495 |
BWM
Bernard Wealth Management
Royal Oak,
Michigan
| USD 7.72 M | -USD 158 k | 7 | 2.85% | Reducidas |
|
| 4496 |
Topsail Wealth Management
Charlotte,
North Carolina
| USD 7.71 M | -USD 230 k | 4 | 0.98% | Reducidas |
|
| 4497 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 7.71 M | +USD 1.55 M | 5 | 3.3% | Aumentadas |
|
| 4498 |
NC
Naman Capital
Sao Paulo,
Brazil
| USD 7.71 M | USD 0 | 1 | 2.39% | Mantenido |
|
| 4499 |
GHA
Granite Harbor Advisors
Houston,
Texas
| USD 7.71 M | -USD 115 k | 5 | 3.05% | Reducidas |
|
| 4500 |
TWPM
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| USD 7.71 M | -USD 993 k | 7 | 5.21% | Reducidas |
|