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 | |
|---|---|---|---|---|---|---|---|
| 2001 |
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $26.7M | -$788K | 6 | 6.33% | Reduced |
|
| 2002 |
Tenere Capital
New York
| $26.7M | +$2.52M | 2 | 11.8% | Increased |
|
| 2003 |
Graypoint LLC
Albany,
New York
| $26.6M | -$909K | 8 | 3.18% | Reduced |
|
| 2004 |
Hedeker Wealth
Lincolnshire,
Illinois
| $26.6M | -$2.74M | 5 | 9.95% | Reduced |
|
| 2005 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $26.6M | +$27.8M | 6 | 6.81% | New |
|
| 2006 |
Continuum Advisory
Eagle,
Idaho
| $26.6M | -$799K | 6 | 4.79% | Reduced |
|
| 2007 |
Sentry Investment Management
Stevens Point,
Wisconsin
| $26.6M | -$416K | 8 | 11.72% | Reduced |
|
| 2008 |
SQN Investors
Menlo Park,
California
| $26.6M | -$14.7M | 2 | 10.29% | Reduced |
|
| 2009 |
Bell Bank
Fargo,
North Dakota
| $26.6M | +$441K | 7 | 3.09% | Increased |
|
| 2010 |
Summit Financial
Parsippany,
New Jersey
| $26.5M | -$4.09M | 7 | 2.49% | Reduced |
|
| 2011 |
Greatmark Investment Partners
Columbus,
Georgia
| $26.5M | +$2.2M | 5 | 4.85% | Increased |
|
| 2012 |
Lindbrook Capital
Calabasas,
California
| $26.4M | +$1.55M | 28 | 3.26% | Increased |
|
| 2013 |
Daily Journal Corp
Los Angeles,
California
| $26.4M | $0 | 1 | 15.15% | Maintained |
|
| 2014 |
Bright Rock Capital Management
Hanover,
Massachusetts
| $26.4M | +$2.85M | 2 | 6.85% | Increased |
|
| 2015 |
Winch Advisory Services
Appleton,
Wisconsin
| $26.4M | -$1.03M | 9 | 11.26% | Reduced |
|
| 2016 |
Bridgewater Advisors
New York
| $26.4M | -$9.9M | 6 | 6.38% | Reduced |
|
| 2017 |
Wellington Shields & Co
New York
| $26.3M | -$1.46M | 7 | 5.98% | Reduced |
|
| 2018 |
Financial Architects (New Jersey)
Marlton,
New Jersey
| $26.3M | -$434K | 9 | 4.37% | Reduced |
|
| 2019 |
Fiduciary Alliance
Greenville,
South Carolina
| $26.3M | +$27.4M | 16 | 6.8% | New |
|
| 2020 |
Valliance Asset Management
Central,
Hong Kong
| $26.3M | +$15.9M | 1 | 37.24% | Increased |
|
| 2021 |
Zions Bancorporation
Salt Lake City,
Utah
| $26.2M | -$313K | 20 | 2.07% | Reduced |
|
| 2022 |
RFG Advisory
Birmingham,
Alabama
| $26.2M | -$1.37M | 7 | 1.32% | Reduced |
|
| 2023 |
CCM
Consolidated Capital Management
Burbank,
California
| $26.2M | +$244K | 3 | 15.62% | Increased |
|
| 2024 |
Procyon Advisors
Shelton,
Connecticut
| $26.2M | +$7.01M | 8 | 4.79% | Increased |
|
| 2025 |
GFG Capital
Miami,
Florida
| $26.2M | -$1.74M | 5 | 4.14% | Reduced |
|