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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
1876
Louisbourg Investments
Louisbourg Investments
New Brunswick, Canada
$5484万 +$806万 13 10.12% 買い増し
1877
Trifecta Capital Advisors
Trifecta Capital Advisors
Illinois
$5483万 -$437万 23 7.06% 減少
1878
CANC
Culbertson A N & Co
Virginia
$5482万 +$33.7万 6 6.38% 買い増し
1879
Mitchell Capital Management
Mitchell Capital Management
Kansas
$5475万 -$407万 5 8.33% 減少
1880
Tejara Capital
Tejara Capital
United Kingdom
$5475万 -$215万 16 22.5% 減少
1881
Foresight Group
Foresight Group
United Kingdom
$5473万 -$797万 4 9.85% 減少
1882
Stokes Capital Advisors
Stokes Capital Advisors
South Carolina
$5470万 -$287万 7 11.72% 減少
1883
Auxano Advisors
Auxano Advisors
Washington
$5465万 +$581万 7 10.36% 買い増し
1884
Citizens Business Bank
Citizens Business Bank
California
$5454万 +$321万 8 8.21% 買い増し
1885
Zhang Financial
Zhang Financial
Michigan
$5454万 +$141万 12 1.59% 買い増し
1886
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$5453万 +$66.2万 30 4.05% 買い増し
1887
AXQ Capital
AXQ Capital
New Jersey
$5439万 +$2466万 50 5.91% 買い増し
1888
PGCM
Prescott Group Capital Management
Oklahoma
$5436万 +$280万 22 4.7% 買い増し
1889
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$5425万 -$249万 17 1.8% 減少
1890
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$5423万 -$4249万 2 7.36% 減少
1891
Advisory Research
Advisory Research
Illinois
$5419万 +$142万 7 5.41% 買い増し
1892
Carmel Capital Management
Carmel Capital Management
California
$5416万 -$26.1万 2 11.87% 減少
1893
CM
Conifer Management
New York
$5415万 $0 2 8.93% 維持
1894
Wilson Asset Management
Wilson Asset Management
Australia
$5414万 -$1110万 6 14.87% 減少
1895
Weatherly Asset Management
Weatherly Asset Management
California
$5414万 -$178万 9 3.85% 減少
1896
Cozad Asset Management
Cozad Asset Management
Illinois
$5410万 -$265万 8 3.5% 減少
1897
Asset One Wealth Management
Asset One Wealth Management
Washington
$5410万 +$70.2万 7 5.71% 買い増し
1898
Proem Advisors
Proem Advisors
Texas
$5403万 -$4368万 4 2.89% 減少
1899
Kopion Asset Management
Kopion Asset Management
Texas
$5395万 +$1162万 6 34.1% 買い増し
1900
Fiduciary Group
Fiduciary Group
Georgia
$5390万 -$67万 12 4.23% 減少