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 | |
|---|---|---|---|---|---|---|---|
| 1751 |
Legacy Private Trust
Neenah,
Wisconsin
| USD 62.5 M | -USD 4.77 M | 5 | 3.46% | Reducidas |
|
| 1752 |
SummitTX Capital
Fort Worth,
Texas
| USD 62.5 M | +USD 14.3 M | 24 | 1.61% | Aumentadas |
|
| 1753 |
Nordwand Advisors
Radnor,
Pennsylvania
| USD 62.4 M | -USD 477 k | 4 | 9.56% | Reducidas |
|
| 1754 |
Cooper Financial Group
Irvine,
California
| USD 62.3 M | -USD 256 k | 16 | 5.17% | Reducidas |
|
| 1755 |
Fiduciary Alliance
Greenville,
South Carolina
| USD 62.3 M | -USD 20.4 M | 13 | 4.21% | Reducidas |
|
| 1756 |
Checchi Capital Advisers
Beverly Hills,
California
| USD 62.3 M | -USD 2.09 M | 23 | 2.81% | Reducidas |
|
| 1757 |
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 62.2 M | +USD 7.6 M | 5 | 3.94% | Aumentadas |
|
| 1758 |
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 62 M | -USD 25.3 M | 3 | 11.53% | Reducidas |
|
| 1759 |
Jay A. Fishman Ltd
Troy,
Michigan
| USD 62 M | +USD 2.14 M | 3 | 4.93% | Aumentadas |
|
| 1760 |
Jamison Private Wealth Management
Milton,
Georgia
| USD 61.9 M | +USD 1.77 M | 12 | 6.25% | Aumentadas |
|
| 1761 |
Jackson Square Capital
San Francisco,
California
| USD 61.8 M | +USD 17.7 M | 8 | 8.59% | Aumentadas |
|
| 1762 |
Bell Asset Management
Melbourne,
Australia
| USD 61.7 M | -USD 6.82 M | 9 | 16.48% | Reducidas |
|
| 1763 |
Procyon Advisors
Shelton,
Connecticut
| USD 61.7 M | -USD 11.5 M | 20 | 2.66% | Reducidas |
|
| 1764 |
PFG Advisors
Phoenix,
Arizona
| USD 61.7 M | -USD 3.16 M | 16 | 3.11% | Reducidas |
|
| 1765 |
Bank of Hawaii
Honolulu,
Hawaii
| USD 61.6 M | -USD 368 k | 11 | 3.04% | Reducidas |
|
| 1766 |
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| USD 61.6 M | -USD 3.08 M | 35 | 2.03% | Reducidas |
|
| 1767 |
Novo Holdings A/S
Hellerup,
Denmark
| USD 61.6 M | USD 0 | 1 | 3.59% | Mantenido |
|
| 1768 |
SFE Investment Counsel
Los Angeles,
California
| USD 61.3 M | -USD 547 k | 6 | 8.26% | Reducidas |
|
| 1769 |
Senator Investment Group
New York
| USD 61.2 M | -USD 54.6 M | 1 | 2.24% | Reducidas |
|
| 1770 |
De Burlo Group
Boston,
Massachusetts
| USD 61.2 M | -USD 8.9 M | 10 | 11.19% | Reducidas |
|
| 1771 |
Bienville Capital Management
New York
| USD 61 M | -USD 47.3 M | 9 | 8.13% | Reducidas |
|
| 1772 |
Hudson Valley Investment Advisors
Goshen,
New York
| USD 60.7 M | -USD 2.46 M | 9 | 7.38% | Reducidas |
|
| 1773 |
Bensler
Bellevue,
Washington
| USD 60.7 M | +USD 2.34 M | 5 | 5.37% | Aumentadas |
|
| 1774 |
Sivia Capital Partners
Mill Valley,
California
| USD 60.7 M | +USD 12.6 M | 33 | 7.39% | Aumentadas |
|
| 1775 |
Burkehill Global Management
New York
| USD 60.7 M | -USD 24 M | 2 | 2.19% | Reducidas |
|