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 | |
|---|---|---|---|---|---|---|---|
| 6451 |
KFP
Keener Financial Planning
Keller,
Texas
| USD 1.21 M | -USD 687 k | 2 | 0.43% | Reducidas |
|
| 6452 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 1.21 M | +USD 921 k | 2 | 0.44% | Aumentadas |
|
| 6453 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
| USD 1.21 M | +USD 462 k | 9 | 1.37% | Aumentadas |
|
| 6454 |
MSA
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| USD 1.2 M | -USD 3.24 k | 2 | 0.68% | Reducidas |
|
| 6455 |
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 1.2 M | -USD 10.1 k | 2 | 0.17% | Reducidas |
|
| 6456 |
DC
Dorval Corp
Maple Grove,
Minnesota
| USD 1.2 M | +USD 270 k | 2 | 0.35% | Aumentadas |
|
| 6457 |
Nottingham Advisors
Amherst,
New York
| USD 1.2 M | +USD 25.4 k | 3 | 0.14% | Aumentadas |
|
| 6458 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
| USD 1.2 M | -USD 73.1 k | 2 | 0.28% | Reducidas |
|
| 6459 |
CPA
Clear Point Advisors
Melville,
New York
| USD 1.2 M | +USD 421 k | 3 | 1.06% | Aumentadas |
|
| 6460 |
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| USD 1.2 M | USD 0 | 1 | 0.11% | Mantenido |
|
| 6461 |
KPP
Kings Path Partners
Sugar Land,
Texas
| USD 1.19 M | -USD 416 k | 11 | 0.32% | Reducidas |
|
| 6462 |
TWM
Tumwater Wealth Management
Boise,
Idaho
| USD 1.19 M | USD 0 | 2 | 0.43% | Mantenido |
|
| 6463 |
SS
Sound Stewardship
Overland Park,
Kansas
| USD 1.19 M | +USD 483 k | 2 | 0.49% | Aumentadas |
|
| 6464 |
AIP
Alexis Investment Partners
Montgomery,
Texas
| USD 1.18 M | -USD 845 k | 1 | 0.69% | Reducidas |
|
| 6465 |
Family Investment Center
Saint Joseph,
Missouri
| USD 1.18 M | +USD 11.3 k | 3 | 0.2% | Aumentadas |
|
| 6466 |
MFG
Mustico Financial Group
Elmira,
New York
| USD 1.17 M | -USD 262 k | 2 | 0.76% | Reducidas |
|
| 6467 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
| USD 1.17 M | -USD 3.72 M | 24 | 0.45% | Reducidas |
|
| 6468 |
PWM
PMG Wealth Management
Hawthorn Woods,
Illinois
| USD 1.17 M | -USD 1.21 k | 1 | 0.72% | Reducidas |
|
| 6469 |
MVF
Markin Volterra Fund
Rye,
New York
| USD 1.17 M | +USD 686 k | 3 | 0.8% | Aumentadas |
|
| 6470 |
WCP
Welch Capital Partners
Harrison,
New York
| USD 1.17 M | USD 0 | 1 | 0.23% | Mantenido |
|
| 6471 |
SM
Sensible Money
Scottsdale,
Arizona
| USD 1.17 M | +USD 186 k | 2 | 0.31% | Aumentadas |
|
| 6472 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
| USD 1.17 M | +USD 248 k | 2 | 0.3% | Aumentadas |
|
| 6473 |
MIM
Meixler Investment Management
Show Low,
Arizona
| USD 1.17 M | +USD 24.9 k | 2 | 0.65% | Aumentadas |
|
| 6474 |
WMWM
Wilkins Miller Wealth Management
Mobile,
Alabama
| USD 1.16 M | -USD 98.3 k | 2 | 0.64% | Reducidas |
|
| 6475 |
BWM
Boyd Wealth Management
Sacramento,
California
| USD 1.16 M | +USD 2.96 k | 2 | 0.44% | Aumentadas |
|