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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
2001
Valmark Advisers
Valmark Advisers
Ohio
$49.7M +$826K 8 0.78% Increased
2002
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$49.7M -$334K 6 8.3% Reduced
2003
Madrona Venture Group
Madrona Venture Group
Washington
$49.6M -$12.3M 1 66.45% Reduced
2004
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$49.4M +$2.91M 7 10.31% Increased
2005
L2 Asset Management
L2 Asset Management
Massachusetts
$49.3M +$1.74M 8 13.41% Increased
2006
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$49.3M +$208K 10 6.89% Increased
2007
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$49.1M +$1.24M 12 7.47% Increased
2008
Westover Capital Advisors
Westover Capital Advisors
Delaware
$49.1M +$3.7M 6 9.43% Increased
2009
Sage Mountain Advisors
Sage Mountain Advisors
Georgia
$49.1M +$2.48M 6 4.18% Increased
2010
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$49M +$5.4M 5 4.83% Increased
2011
Koshinski Asset Management
Koshinski Asset Management
Illinois
$48.9M -$694K 9 4.23% Reduced
2012
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$48.9M +$497K 6 7.57% Increased
2013
Intellectus Partners
Intellectus Partners
California
$48.9M +$709K 9 12.49% Increased
2014
BNC Wealth Management
BNC Wealth Management
Oregon
$48.7M +$3.17M 5 17.95% Increased
2015
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$48.7M +$1.08M 8 11.91% Increased
2016
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$48.6M +$749K 5 13.62% Increased
2017
Segment Wealth Management
Segment Wealth Management
Texas
$48.6M +$37.7K 7 3.34% Increased
2018
CNBTD
Citizens National Bank Trust Department
Mississippi
$48.6M +$409K 6 10.23% Increased
2019
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$48.6M +$166K 8 10.95% Increased
2020
Executive Wealth Management
Executive Wealth Management
Michigan
$48.5M +$34.8M 6 3.81% Increased
2021
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$48.4M -$3.75M 5 11.57% Reduced
2022
SF
Symphony Financial
Texas
$48.1M +$3.58M 5 7.96% Increased
2023
West Coast Financial
West Coast Financial
California
$48.1M +$168K 6 5.29% Increased
2024
Decatur Capital Management
Decatur Capital Management
Georgia
$48.1M +$3.11M 3 22.14% Increased
2025
StoneX Group
StoneX Group
New York
$48.1M +$945K 7 3.5% Increased