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 |
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $58.9M | +$9.9M | 9 | 9.12% | Increased |
|
| 2002 |
Royal Fund Management
Lady Lake,
Florida
| $58.8M | +$5.04M | 9 | 5.58% | Increased |
|
| 2003 |
RKL Wealth Management
Lancaster,
Pennsylvania
| $58.8M | -$3.03M | 6 | 5.29% | Reduced |
|
| 2004 |
Torray Investment Partners
Bethesda,
Maryland
| $58.8M | +$17.9M | 4 | 8.62% | Increased |
|
| 2005 |
Meridian Wealth Advisors
Austin,
Texas
| $58.8M | +$3.84M | 7 | 7.77% | Increased |
|
| 2006 |
Montaka Global
Sydney,
| $58.7M | -$6.5M | 4 | 35.09% | Reduced |
|
| 2007 |
Two Creeks Capital Management
New York
| $58.7M | -$11.2M | 1 | 6.03% | Reduced |
|
| 2008 |
BTG Pactual Asset Management US
New York
| $58.7M | +$5.09M | 5 | 5.08% | Increased |
|
| 2009 |
New Hampshire Trust
Concord,
New Hampshire
| $58.7M | -$157K | 5 | 11.84% | Reduced |
|
| 2010 |
Blume Capital Management
Berkeley,
California
| $58.6M | +$18.9M | 7 | 9.97% | Increased |
|
| 2011 |
Advisory Alpha
Holland,
Michigan
| $58.6M | +$4.42M | 6 | 1.6% | Increased |
|
| 2012 |
Guardian Partners
Toronto,
Canada
| $58.6M | -$3.5M | 7 | 4.88% | Reduced |
|
| 2013 |
Portside Wealth Group
Provo,
Utah
| $58.6M | -$9.9M | 9 | 7.93% | Reduced |
|
| 2014 |
HORAN Wealth
Cincinnati,
Ohio
| $58.5M | +$19.5M | 5 | 5.56% | Increased |
|
| 2015 |
Westerkirk Capital
Victoria,
| $58.5M | -$2.26M | 8 | 6.3% | Reduced |
|
| 2016 |
XML Financial
Bethesda,
Maryland
| $58.4M | +$1.55M | 6 | 4.71% | Increased |
|
| 2017 |
Titleist Asset Management
San Antonio,
Texas
| $58.4M | +$15M | 11 | 4.41% | Increased |
|
| 2018 |
McDonough Capital Management
Orlando,
Florida
| $58.2M | -$4.06M | 4 | 31.83% | Reduced |
|
| 2019 |
SeaBridge Investment Advisors
Summit,
New Jersey
| $58.2M | +$3.65M | 8 | 9.85% | Increased |
|
| 2020 |
RMR Wealth Builders
Montclair,
New Jersey
| $58.2M | +$3.34M | 9 | 4.58% | Increased |
|
| 2021 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $58.2M | +$850K | 6 | 2.27% | Increased |
|
| 2022 |
StoneX Group
New York
| $58.1M | -$34.1M | 10 | 3.13% | Reduced |
|
| 2023 |
EdenTree Asset Management
London,
United Kingdom
| $58.1M | -$806K | 3 | 17.51% | Reduced |
|
| 2024 |
Draper Asset Management
Smithtown,
New York
| $58.1M | -$351K | 3 | 33.01% | Reduced |
|
| 2025 |
GPM Growth Investors
Bloomfield Hills,
Michigan
| $58.1M | -$577K | 5 | 24.41% | Reduced |
|