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 | |
|---|---|---|---|---|---|---|---|
| 4726 |
Drake & Associates
Waukesha,
Wisconsin
| USD 6.51 M | -USD 1.27 M | 7 | 1.1% | Reducidas |
|
| 4727 |
Montis Financial
Waltham,
Massachusetts
| USD 6.51 M | +USD 69.7 k | 4 | 1.33% | Aumentadas |
|
| 4728 |
IMT
Investment Management Trust
Fitchburg,
Massachusetts
| USD 6.51 M | -USD 83.9 k | 2 | 5.83% | Reducidas |
|
| 4729 |
GRWP
Green Ridge Wealth Planning
Montville,
New Jersey
| USD 6.5 M | -USD 212 k | 6 | 2.74% | Reducidas |
|
| 4730 |
Caitlin John
Brighton,
Michigan
| USD 6.5 M | +USD 1.61 M | 37 | 3.55% | Aumentadas |
|
| 4731 |
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 6.5 M | +USD 464 k | 4 | 4.9% | Aumentadas |
|
| 4732 |
Towle & Co
Denver,
Colorado
| USD 6.49 M | +USD 6.01 M | 1 | 2.2% | Nuevas |
|
| 4733 |
Peck Wealth Management
White Plains,
New York
| USD 6.49 M | -USD 83.7 k | 7 | 5.47% | Reducidas |
|
| 4734 |
WinCap Financial
Boston,
Massachusetts
| USD 6.49 M | -USD 912 k | 5 | 3.5% | Reducidas |
|
| 4735 |
Gould Capital
Tacoma,
Washington
| USD 6.48 M | +USD 1.27 M | 7 | 3.61% | Aumentadas |
|
| 4736 |
Elevation Wealth Partners
Santa Rosa,
California
| USD 6.48 M | +USD 1.04 M | 59 | 1.94% | Aumentadas |
|
| 4737 |
Elmwood Wealth Management
Berkeley,
California
| USD 6.47 M | +USD 175 k | 5 | 1.62% | Aumentadas |
|
| 4738 |
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 6.47 M | +USD 78.5 k | 7 | 2.06% | Aumentadas |
|
| 4739 |
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 6.46 M | +USD 95.3 k | 12 | 5.55% | Aumentadas |
|
| 4740 |
Greenland Capital Management
New York
| USD 6.46 M | -USD 1.4 M | 7 | 0.8% | Reducidas |
|
| 4741 |
Rialto Wealth Management
Syracuse,
New York
| USD 6.45 M | +USD 252 k | 80 | 1.28% | Aumentadas |
|
| 4742 |
Cloud Capital Management
Seattle,
Washington
| USD 6.44 M | -USD 2.46 M | 3 | 2.35% | Reducidas |
|
| 4743 |
TFB Advisors
Overland Park,
Kansas
| USD 6.44 M | -USD 358 k | 6 | 2.84% | Reducidas |
|
| 4744 |
One Day In July LLC
Burlington,
Vermont
| USD 6.44 M | +USD 249 k | 4 | 0.45% | Aumentadas |
|
| 4745 |
Power Wealth Management
Alpharetta,
Georgia
| USD 6.4 M | -USD 3.13 M | 7 | 2.2% | Reducidas |
|
| 4746 |
TKG Advisors
Valparaiso,
Indiana
| USD 6.4 M | +USD 1.27 M | 2 | 2.22% | Aumentadas |
|
| 4747 |
Eagle Bay Advisors
New York
| USD 6.39 M | +USD 293 k | 7 | 4.79% | Aumentadas |
|
| 4748 |
Regal Partners
Sydney, NSW,
Australia
| USD 6.38 M | -USD 2.25 M | 6 | 0.35% | Reducidas |
|
| 4749 |
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 6.38 M | +USD 375 k | 13 | 0.69% | Aumentadas |
|
| 4750 |
SBK Financial
Richmond,
Virginia
| USD 6.37 M | +USD 234 k | 8 | 4.2% | Aumentadas |
|