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SaaS・エンタープライズソフトウェア

Software as a Service（SaaS）は、業務用アプリケーションをサブスクリプションで提供し、高額な初期ライセンス料に代えて、予測しやすい継続収益を得るビジネスモデルです。投資判断では、新規顧客の獲得よりも、既存顧客の維持と利用拡大が重要です。

266銘柄

#	名前	保有額	取引額	テーマ銘柄	ポートフォリオに占める割合	ステータス
3476	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$1531万	-$3.9万	7	10.29%	減少
3477	RCM Rockbridge Capital Management Alexandria, Virginia	$1531万	-$187万	4	9.87%	減少
3478	TC Triavera Capital Larkspur, California	$1530万	+$754万	2	8.32%	買い増し
3479	HWP Highline Wealth Partners Sherman Oaks, California	$1530万	+$77万	59	3.1%	買い増し
3480	RIA Realta Investment Advisors Wilmington, Delaware	$1529万	+$147万	6	4.75%	買い増し
3481	WIM Wittenberg Investment Management Carlisle, Massachusetts	$1529万	+$51.9万	4	5.23%	買い増し
3482	TC Tsai Capital New York	$1525万	+$339万	2	11.27%	買い増し
3483	EFMC Empire Financial Management Company New York	$1524万	-$1764万	5	6.04%	減少
3484	IP Interval Partners New York	$1523万	+$154万	2	0.39%	買い増し
3485	HIC Harbor Island Capital Topsfield, Massachusetts	$1523万	+$93.1万	1	4.05%	買い増し
3486	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$1521万	+$390万	3	3.12%	買い増し
3487	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$1521万	+$7.63万	2	4.06%	買い増し
3488	VIA Virtus Investment Advisers Hartford, Connecticut	$1518万	+$48.9万	8	3.54%	買い増し
3489	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1518万	-$203万	9	7.01%	減少
3490	AIM Aspen Investment Management Grand Rapids, Michigan	$1518万	-$12.8万	6	4.08%	減少
3491	MA MSA Advisors Santa Monica, California	$1517万	+$82.7万	1	3.9%	買い増し
3492	Onyx Bridge Wealth Group Tarrytown, New York	$1516万	-$65.2万	6	1.36%	減少
3493	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$1516万	+$57.3万	7	6.37%	買い増し
3494	LIM Longfellow Investment Management Boston, Massachusetts	$1515万	-$115万	11	3.1%	減少
3495	PP Pacifica Partners Surrey, Canada	$1514万	+$266万	16	4.57%	買い増し
3496	CIM Contravisory Investment Management Norwell, Massachusetts	$1512万	-$817万	7	2.67%	減少
3497	Sheets Smith Wealth Management Winston-Salem, North Carolina	$1509万	+$12.7万	9	1.51%	買い増し
3498	Martin & Co Knoxville, Tennessee	$1508万	+$146万	3	2.36%	買い増し
3499	ACM Adalta Capital Management New York	$1502万	-$6.54万	3	6.6%	減少
3500	PWM Palacios Wealth Management Ormond Beach, Florida	$1502万	-$16.7万	6	8.88%	減少