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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
Goodman Financial
Goodman Financial
Texas
$7.62M -$340K 1 4.55% Reduced
1952
Amarillo National Bank
Amarillo National Bank
Texas
$7.61M +$215K 6 3.41% Increased
1953
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$7.59M -$391K 5 1.35% Reduced
1954
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$7.58M -$4.17M 5 1.24% Reduced
1955
AA
Alta Advisers
United Kingdom
$7.57M +$4.82M 1 37.36% Increased
1956
BE
Bonness Enterprises
District of Columbia
$7.57M $0 3 6.36% Maintained
1957
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$7.57M +$32.9K 6 1.12% Increased
1958
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$7.57M +$2.31M 4 1.66% Increased
1959
NIC
Northwest Investment Counselors
Oregon
$7.56M -$57.7K 4 4.12% Reduced
1960
Isthmus Partners
Isthmus Partners
Wisconsin
$7.54M -$122K 6 2.48% Reduced
1961
RSVP
Ramsay Stattman Vela & Price
Colorado
$7.54M +$16.9K 4 3.72% Increased
1962
WIA
Westbourne Investment Advisors
Maryland
$7.54M +$546K 4 6.82% Increased
1963
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$7.51M +$63.6K 5 2.36% Increased
1964
WWM
Willingdon Wealth Management
North Carolina
$7.48M +$862K 5 3.84% Increased
1965
SNS Financial Group
SNS Financial Group
Minnesota
$7.48M +$344 5 1.88% Increased
1966
RAM
Roanoke Asset Management
New Jersey
$7.46M +$950K 2 3.46% Increased
1967
HW
Hedeker Wealth
Illinois
$7.46M +$4.18M 5 6.52% Increased
1968
UBWV
United Bank (West Virginia)
West Virginia
$7.46M +$204K 5 3.43% Increased
1969
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$7.45M +$7.53M 2 1.41% New
1970
JGGDR
JGP Global Gestao de Recursos
Brazil
$7.44M +$5.23M 1 1.43% Increased
1971
Transform Wealth
Transform Wealth
Colorado
$7.42M +$7.44M 5 3.12% New
1972
JCP
Jabre Capital Partners
Switzerland
$7.41M -$19.5M 3 2.24% Reduced
1973
CRB
Chad R. Baker
$7.4M $0 2 3.3% Maintained
1974
Simplex Trading
Simplex Trading
Illinois
$7.4M -$23.5M 7 0.49% Reduced
1975
LD
Lipe & Dalton
New York
$7.4M +$38.6K 4 5.11% Increased