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 | |
|---|---|---|---|---|---|---|---|
| 1876 |
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| USD 54.8 M | +USD 8.06 M | 13 | 10.12% | Aumentadas |
|
| 1877 |
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 54.8 M | -USD 4.37 M | 23 | 7.06% | Reducidas |
|
| 1878 |
CANC
Culbertson A N & Co
Charlottesville,
Virginia
| USD 54.8 M | +USD 337 k | 6 | 6.38% | Aumentadas |
|
| 1879 |
Mitchell Capital Management
Leawood,
Kansas
| USD 54.8 M | -USD 4.07 M | 5 | 8.33% | Reducidas |
|
| 1880 |
Tejara Capital
London,
United Kingdom
| USD 54.7 M | -USD 2.15 M | 16 | 22.5% | Reducidas |
|
| 1881 |
Foresight Group
London,
United Kingdom
| USD 54.7 M | -USD 7.97 M | 4 | 9.85% | Reducidas |
|
| 1882 |
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 54.7 M | -USD 2.87 M | 7 | 11.72% | Reducidas |
|
| 1883 |
Auxano Advisors
Bellevue,
Washington
| USD 54.7 M | +USD 5.81 M | 7 | 10.36% | Aumentadas |
|
| 1884 |
Citizens Business Bank
Ontario,
California
| USD 54.5 M | +USD 3.21 M | 8 | 8.21% | Aumentadas |
|
| 1885 |
Zhang Financial
Portage,
Michigan
| USD 54.5 M | +USD 1.41 M | 12 | 1.59% | Aumentadas |
|
| 1886 |
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 54.5 M | +USD 662 k | 30 | 4.05% | Aumentadas |
|
| 1887 |
AXQ Capital
Jersey City,
New Jersey
| USD 54.4 M | +USD 24.7 M | 50 | 5.91% | Aumentadas |
|
| 1888 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 54.4 M | +USD 2.8 M | 22 | 4.7% | Aumentadas |
|
| 1889 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 54.2 M | -USD 2.49 M | 17 | 1.8% | Reducidas |
|
| 1890 |
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 54.2 M | -USD 42.5 M | 2 | 7.36% | Reducidas |
|
| 1891 |
Advisory Research
Chicago,
Illinois
| USD 54.2 M | +USD 1.42 M | 7 | 5.41% | Aumentadas |
|
| 1892 |
Carmel Capital Management
Carmel,
California
| USD 54.2 M | -USD 261 k | 2 | 11.87% | Reducidas |
|
| 1893 |
CM
Conifer Management
New York
| USD 54.1 M | USD 0 | 2 | 8.93% | Mantenido |
|
| 1894 |
Wilson Asset Management
Sydney,
Australia
| USD 54.1 M | -USD 11.1 M | 6 | 14.87% | Reducidas |
|
| 1895 |
Weatherly Asset Management
Del Mar,
California
| USD 54.1 M | -USD 1.78 M | 9 | 3.85% | Reducidas |
|
| 1896 |
Cozad Asset Management
Champaign,
Illinois
| USD 54.1 M | -USD 2.65 M | 8 | 3.5% | Reducidas |
|
| 1897 |
Asset One Wealth Management
Bellevue,
Washington
| USD 54.1 M | +USD 702 k | 7 | 5.71% | Aumentadas |
|
| 1898 |
Proem Advisors
Dallas,
Texas
| USD 54 M | -USD 43.7 M | 4 | 2.89% | Reducidas |
|
| 1899 |
Kopion Asset Management
Mckinney,
Texas
| USD 53.9 M | +USD 11.6 M | 6 | 34.1% | Aumentadas |
|
| 1900 |
Fiduciary Group
Savannah,
Georgia
| USD 53.9 M | -USD 670 k | 12 | 4.23% | Reducidas |
|