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 | |
|---|---|---|---|---|---|---|---|
| 2401 |
Nelson Capital Management
Menlo Park,
California
| USD 33.4 M | -USD 129 k | 8 | 3.67% | Reducidas |
|
| 2402 |
Wedgewood Partners
St Louis,
Missouri
| USD 33.4 M | +USD 6.31 M | 1 | 6.89% | Aumentadas |
|
| 2403 |
Patten Group
Chattanooga,
Tennessee
| USD 33.4 M | -USD 1.22 M | 6 | 5.19% | Reducidas |
|
| 2404 |
AMCA
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 33.4 M | -USD 14.6 k | 10 | 5.22% | Reducidas |
|
| 2405 |
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 33.4 M | -USD 2.21 M | 108 | 3.18% | Reducidas |
|
| 2406 |
Robertson Opportunity Capital
Dallas,
Texas
| USD 33.3 M | -USD 2.41 M | 5 | 12.94% | Reducidas |
|
| 2407 |
Paulson & Co
New York
| USD 33.3 M | USD 0 | 1 | 1.29% | Mantenido |
|
| 2408 |
Intellus Advisors
Naples,
Florida
| USD 33.2 M | -USD 324 k | 4 | 4.04% | Reducidas |
|
| 2409 |
JKA
Jones Kertz & Associates
Blaine,
Minnesota
| USD 33.2 M | -USD 2.14 M | 6 | 15.31% | Reducidas |
|
| 2410 |
Advisor OS
Chicago,
Illinois
| USD 33.2 M | -USD 657 k | 16 | 2.21% | Reducidas |
|
| 2411 |
Kera Capital Partners
San Jose,
California
| USD 33.1 M | +USD 4.54 M | 36 | 3.18% | Aumentadas |
|
| 2412 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 33.1 M | +USD 871 k | 9 | 4.79% | Aumentadas |
|
| 2413 |
Arjuna Capital
Durham,
North Carolina
| USD 33.1 M | -USD 2.11 M | 5 | 7.46% | Reducidas |
|
| 2414 |
IFS
Integrated Financial Solutions
Reston,
Virginia
| USD 33.1 M | +USD 390 k | 2 | 17.89% | Aumentadas |
|
| 2415 |
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 33.1 M | +USD 8.21 M | 6 | 2.45% | Aumentadas |
|
| 2416 |
SA
Strategic Advisors
New York
| USD 33 M | -USD 21.2 M | 7 | 7.14% | Reducidas |
|
| 2417 |
Arista Wealth Management
Las Vegas,
Nevada
| USD 33 M | -USD 1.11 M | 15 | 3.57% | Reducidas |
|
| 2418 |
HeadInvest LLC
Portland,
Maine
| USD 33 M | -USD 1.02 M | 11 | 6.16% | Reducidas |
|
| 2419 |
Claar Advisors
New York
| USD 33 M | +USD 5 M | 4 | 10.63% | Aumentadas |
|
| 2420 |
Ravenswood Partners
Mclean,
Virginia
| USD 33 M | -USD 10.4 M | 5 | 10.55% | Reducidas |
|
| 2421 |
Greatmark Investment Partners
Columbus,
Georgia
| USD 32.9 M | +USD 3.42 M | 7 | 3.63% | Aumentadas |
|
| 2422 |
RWC Asset Management
London,
United Kingdom
| USD 32.9 M | +USD 592 k | 2 | 1.25% | Aumentadas |
|
| 2423 |
Ashton Thomas Securities
Rochester,
New York
| USD 32.9 M | +USD 734 k | 13 | 4.85% | Aumentadas |
|
| 2424 |
G2 Investment Partners Management
New York
| USD 32.8 M | +USD 8.29 M | 5 | 5.97% | Aumentadas |
|
| 2425 |
Ipswich Investment Management
Beverly,
Massachusetts
| USD 32.8 M | +USD 385 k | 11 | 6.92% | Aumentadas |
|