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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
Formidable Asset Management
Formidable Asset Management
Ohio
$3.78M +$431K 6 2.54% Increased
2002
LC
Lakeshore Capital
Alabama
$3.75M -$213K 1 3.67% Reduced
2003
CSUI
Cincinnati Specialty Underwriters Insurance
Ohio
$3.75M $0 2 5.09% Maintained
2004
PI
Pettee Investors
Connecticut
$3.74M +$3.61M 2 3.52% New
2005
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$3.74M +$313K 1 0.95% Increased
2006
Forward Management
Forward Management
California
$3.72M -$950K 3 0.23% Reduced
2007
HCA
Harbour Capital Advisors
Virginia
$3.72M +$536K 5 3.28% Increased
2008
PTCG
Pring Turner Capital Group
California
$3.68M +$3.56M 6 3.63% New
2009
BIM
Beach Investment Management
Pennsylvania
$3.68M $0 1 5.1% Maintained
2010
TF
Trutina Financial
Washington
$3.66M -$34.7K 2 3.15% Reduced
2011
SCM
Stuyvesant Capital Management
New York
$3.65M -$285K 1 6.68% Reduced
2012
SBWM
Sunflower Bank Wealth Management
Arizona
$3.65M +$65.3K 3 1.84% Increased
2013
AAA
Adams Asset Advisors
Texas
$3.65M $0 1 0.62% Maintained
2014
Consolidated Investment Group
Consolidated Investment Group
Colorado
$3.63M $0 1 2.21% Maintained
2015
Vantage Investment Partners
Vantage Investment Partners
Missouri
$3.63M +$49K 2 1.19% Increased
2016
MAA
Mraz Amerine & Associates
California
$3.62M -$73.3K 2 1.61% Reduced
2017
M Holdings Securities
M Holdings Securities
Oregon
$3.61M +$3.4M 3 2.57% New
2018
ACM
Argentus Capital Management
Texas
$3.61M +$422K 2 0.77% Increased
2019
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$3.6M -$21.9M 10 0.6% Reduced
2020
VIA
Vantage Investment Advisors
Pennsylvania
$3.6M +$3.41M 8 2.46% New
2021
Homrich & Berg
Homrich & Berg
Georgia
$3.59M +$1.89M 3 0.5% Increased
2022
MS
Marshall & Sullivan
Washington
$3.59M -$23.4K 3 6.59% Reduced
2023
OIM
Orca Investment Management
Oregon
$3.59M +$3.26M 3 2.92% New
2024
GCM
Glaxis Capital Management
Florida
$3.58M -$281K 1 7.71% Reduced
2025
WCM
Wunderlich Capital Managemnt
Tennessee
$3.58M +$3.37M 3 3.43% New