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 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $31.4M | +$3.3M | 5 | 6.99% | Increased |
|
| 1952 |
LMR Partners
London,
United Kingdom
| $31.4M | -$144M | 3 | 0.49% | Reduced |
|
| 1953 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
| $31.3M | +$1.09M | 6 | 9.72% | Increased |
|
| 1954 |
KLCM Advisors
Milwaukee,
Wisconsin
| $31.3M | -$637K | 5 | 7.77% | Reduced |
|
| 1955 |
Apriem Advisors
Irvine,
California
| $31.3M | -$3.97M | 6 | 5.58% | Reduced |
|
| 1956 |
Sound View Wealth Advisors Group
Savannah,
Georgia
| $31.3M | -$611K | 7 | 7.64% | Reduced |
|
| 1957 |
GFG Capital
Miami,
Florida
| $31.2M | +$2.45M | 5 | 10.09% | Increased |
|
| 1958 |
Jaffetilchin Investment Partners
Tampa,
Florida
| $31.2M | +$6.43M | 10 | 4.42% | Increased |
|
| 1959 |
Legacy Private Trust
Neenah,
Wisconsin
| $31.2M | +$224K | 5 | 2.94% | Increased |
|
| 1960 |
Wittenberg Investment Management
Carlisle,
Massachusetts
| $31.1M | -$281K | 3 | 15.17% | Reduced |
|
| 1961 |
Wellington Shields & Co
New York
| $31.1M | -$167K | 9 | 11.13% | Reduced |
|
| 1962 |
Lunia Capital
Dallas,
Texas
| $31M | +$10.7M | 3 | 11.91% | Increased |
|
| 1963 |
Hourglass Capital
Houston,
Texas
| $30.9M | +$1.93M | 7 | 9.19% | Increased |
|
| 1964 |
Stewart Asset Management
New York
| $30.9M | +$2.45M | 4 | 18.75% | Increased |
|
| 1965 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| $30.8M | -$691K | 6 | 9.62% | Reduced |
|
| 1966 |
SOA Wealth Advisors
New York
| $30.7M | +$28.2M | 12 | 8.36% | New |
|
| 1967 |
Altavista Wealth Management
Asheville,
North Carolina
| $30.7M | -$277K | 6 | 7.78% | Reduced |
|
| 1968 |
Icon Wealth Partners
Houston,
Texas
| $30.7M | +$2.67M | 7 | 4.84% | Increased |
|
| 1969 |
Perennial Advisors
New York
| $30.6M | +$253K | 9 | 10.79% | Increased |
|
| 1970 |
Farmers & Merchants Trust Company
Long Beach,
California
| $30.6M | -$654K | 6 | 11.34% | Reduced |
|
| 1971 |
SlateStone Wealth
Jupiter,
Florida
| $30.6M | -$10.2M | 9 | 7.63% | Reduced |
|
| 1972 |
Bruderman Asset Management
Locust Valley,
New York
| $30.6M | +$1.74M | 7 | 8.89% | Increased |
|
| 1973 |
UBS O'Connor
Chicago,
Illinois
| $30.6M | +$14M | 2 | 0.62% | Increased |
|
| 1974 |
SWK
Stephen W. Kidder
| $30.5M | -$1.55M | 4 | 10.16% | Reduced |
|
| 1975 |
Hohimer Wealth Management
Seattle,
Washington
| $30.5M | +$3.2M | 6 | 8.09% | Increased |
|