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 | |
|---|---|---|---|---|---|---|---|
| 2226 |
GWM
Graybill Wealth Management
Elmhurst,
Illinois
| USD 38.5 M | +USD 1.6 M | 5 | 10.36% | Aumentadas |
|
| 2227 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 38.5 M | +USD 730 k | 8 | 7.68% | Aumentadas |
|
| 2228 |
Colonial Trust
Spartanburg,
South Carolina
| USD 38.5 M | -USD 902 k | 42 | 4.87% | Reducidas |
|
| 2229 |
City Holding Co
Charleston,
West Virginia
| USD 38.4 M | +USD 302 k | 19 | 4.35% | Aumentadas |
|
| 2230 |
WA
Wealth Alliance
Mellville,
New York
| USD 38.4 M | -USD 2.31 M | 19 | 3.21% | Reducidas |
|
| 2231 |
WAOTB
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 38.4 M | +USD 1.64 M | 5 | 11.74% | Aumentadas |
|
| 2232 |
Claret Asset Management
Montreal,
Quebec, Canada
| USD 38.4 M | +USD 7.35 M | 45 | 4.13% | Aumentadas |
|
| 2233 |
Auxier Asset Management
Aurora,
Oregon
| USD 38.4 M | -USD 168 k | 5 | 5.15% | Reducidas |
|
| 2234 |
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 38.3 M | +USD 4.71 M | 6 | 5.89% | Aumentadas |
|
| 2235 |
TC
TwinBeech Capital
Purchase,
New York
| USD 38.3 M | -USD 40.1 M | 21 | 6.93% | Reducidas |
|
| 2236 |
Excelsior Advisor Network
Denver,
Colorado
| USD 38.3 M | +USD 31.4 M | 18 | 5.04% | Aumentadas |
|
| 2237 |
BFW
Brady Family Wealth
Saint Louis,
Missouri
| USD 38.3 M | -USD 1.4 M | 6 | 11.04% | Reducidas |
|
| 2238 |
Cassaday & Co Wealth Management
Mclean,
Virginia
| USD 38.2 M | +USD 44.5 k | 46 | 0.72% | Aumentadas |
|
| 2239 |
RAM
Rempart Asset Management
Montreal,
Canada
| USD 38.2 M | +USD 4.14 M | 3 | 7.82% | Aumentadas |
|
| 2240 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 38.1 M | +USD 24.2 M | 7 | 1.58% | Aumentadas |
|
| 2241 |
NM
NWI Management
New York
| USD 38 M | -USD 56.1 M | 2 | 1.76% | Reducidas |
|
| 2242 |
SW
Solidarity Wealth
Lehi,
Utah
| USD 38 M | -USD 2.79 M | 3 | 6.61% | Reducidas |
|
| 2243 |
Legacy Financial Advisors
Covington,
Kentucky
| USD 38 M | +USD 3.25 M | 21 | 4.63% | Aumentadas |
|
| 2244 |
EAM
EdenTree Asset Management
London,
United Kingdom
| USD 38 M | -USD 5.13 M | 7 | 11.56% | Reducidas |
|
| 2245 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 38 M | -USD 194 k | 5 | 6.31% | Reducidas |
|
| 2246 |
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 37.9 M | +USD 624 k | 41 | 10.69% | Aumentadas |
|
| 2247 |
Baker Ellis Asset Management
Vancouver,
Washington
| USD 37.9 M | +USD 58.4 k | 5 | 3.93% | Aumentadas |
|
| 2248 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 37.9 M | -USD 35.1 M | 14 | 12.9% | Reducidas |
|
| 2249 |
BAM
Bullseye Asset Management
Denver,
Colorado
| USD 37.9 M | -USD 3.23 M | 13 | 19.25% | Reducidas |
|
| 2250 |
MCF Advisors
Covington,
Kentucky
| USD 37.7 M | +USD 3.83 M | 48 | 1.35% | Aumentadas |
|