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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1951
CCM
Condor Capital Management
New Jersey
$71.8M -$1.2M 5 5.39% Reduced
1952
RSS
Rosenblum Silverman Sutton
California
$71.8M -$3.04M 4 17.25% Reduced
1953
MNBTD
Moody National Bank Trust Division
Texas
$71.7M -$976K 11 5.94% Reduced
1954
NCM
Nelson Capital Management
California
$71.6M -$309K 7 7.85% Reduced
1955
CSNH
Crow's Nest Holdings
Virginia
$71.6M -$39.5M 2 21.64% Reduced
1956
RWB
RMR Wealth Builders
New Jersey
$71.6M +$5.98M 9 4.44% Increased
1957
SWM
Sendero Wealth Management
Texas
$71.6M -$11.9M 7 7.12% Reduced
1958
Aspiriant LLC
Aspiriant LLC
California
$71.4M +$6.36M 9 1.76% Increased
1959
TFA
Toth Financial Advisory
Virginia
$71.2M -$1.56M 14 6.95% Reduced
1960
ITC
Inspire Trust Company
Nevada
$71.1M +$8.42M 6 9.78% Increased
1961
GPC
Guardian Point Capital
Virginia
$71.1M +$6.28M 2 21.89% Increased
1962
DLCIG
D.L. Carlson Investment Group
New Hampshire
$71M -$10.5M 6 11.31% Reduced
1963
S
SimplyRich
California
$71M +$1.61M 7 16.63% Increased
1964
SFM
Stack Financial Management
Montana
$71M +$1.04M 3 5.54% Increased
1965
SWM
Stockman Wealth Management
Montana
$70.9M -$4.16M 6 7.33% Reduced
1966
T2I
Turim 21 Investimentos
Brazil
$70.9M -$5.57M 7 11.56% Reduced
1967
Advisory Alpha
Advisory Alpha
Michigan
$70.8M +$4.61M 8 1.74% Increased
1968
OWA
Octavia Wealth Advisors
Ohio
$70.8M -$2.82M 5 6.11% Reduced
1969
CFSG
Community Financial Services Group
Vermont
$70.6M -$3.21M 10 10.29% Reduced
1970
SSA
Sierra Summit Advisors
Nevada
$70.6M +$13.1M 7 7.89% Increased
1971
MKC
M. Kraus & Co
Vermont
$70.6M -$327K 6 18.73% Reduced
1972
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$70.4M +$73.5M 6 5.73% New
1973
BCM
Bond Capital Management
California
$70.3M $0 1 23.05% Maintained
1974
PCS
Personal CFO Solutions
New Jersey
$70.3M -$698K 12 10.16% Reduced
1975
VIS
Vega Investment Solutions
France
$70.2M -$3.17M 10 9.96% Reduced