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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
ICM
Ionic Capital Management
New York
$2.52M +$2.39M 1 0.08% New
2002
WC
Wexford Capital
Florida
$2.51M +$2.42M 1 0.22% New
2003
WCM
Washington Capital Management
Washington
$2.49M +$2.41M 1 0.65% New
2004
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$2.49M +$2.62M 2 0.04% New
2005
BO
Bank OZK
Arkansas
$2.49M +$2.56M 3 1.83% New
2006
CCIA
Campbell & Co Investment Adviser
Maryland
$2.43M +$2.49M 2 0.47% New
2007
HCA
Harbour Capital Advisors
Virginia
$2.42M +$2.48M 5 3.06% New
2008
ACM
Avalon Capital Management
California
$2.42M +$2.43M 2 2.38% New
2009
CFA
Camarda Financial Advisors
Florida
$2.41M +$2.32M 6 2.21% New
2010
SFM
Systematic Financial Management
New Jersey
$2.4M +$2.3M 2 0.02% New
2011
TT
Tower Trust
Indiana
$2.39M +$2.42M 2 1.72% New
2012
HH
Hilltop Holdings
Texas
$2.37M +$2.36M 5 1.6% New
2013
BBNB
Baker Boyer National Bank
Washington
$2.36M +$2.45M 2 5.09% New
2014
WIC
Wood Investment Counsel
Colorado
$2.34M +$2.33M 3 0.43% New
2015
EML
Eos Management LP
New York
$2.34M +$2.29M 3 1.22% New
2016
BL
BCWM LLC
Kansas
$2.33M +$2.21M 1 1.41% New
2017
VWM
Vector Wealth Management
Minnesota
$2.31M +$2.29M 3 1.69% New
2018
UAM
UAS Asset Management
New York
$2.29M +$2.44M 1 1.6% New
2019
OA
Outfitter Advisors
Virginia
$2.29M +$2.38M 2 1.06% New
2020
AFC
AFT Forsyth & Company
Florida
$2.27M +$2.28M 4 3.25% New
2021
BIG
Blackthorn Investment Group
Kansas
$2.26M +$2.28M 4 0.69% New
2022
NBC
Neuberger Berman Canada
Ontario, Canada
$2.24M +$2.14M 2 0.43% New
2023
Ronald Blue & Co
Ronald Blue & Co
Georgia
$2.23M +$2.3M 5 0.18% New
2024
JFA
JNBA Financial Advisors
Minnesota
$2.23M +$2.2M 4 1.53% New
2025
Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance
Massachusetts
$2.23M +$2.19M 3 9.06% New