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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
MCM
Matarin Capital Management
New York
$3.82M +$1.2M 4 1.75% Increased
2002
WCM
Wunderlich Capital Managemnt
Tennessee
$3.8M -$10.1K 3 3.58% Reduced
2003
BOS
Bank of Stockton
California
$3.79M -$202K 4 2.31% Reduced
2004
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers
Idaho
$3.79M -$413K 4 0.47% Reduced
2005
SG
Somerset Group
Minnesota
$3.79M +$407K 3 3.62% Increased
2006
Alpha Capital Management
Alpha Capital Management
Texas
$3.78M +$688K 2 2.95% Increased
2007
RIM
Reliant Investment Management
Tennessee
$3.76M -$311K 2 3.54% Reduced
2008
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$3.76M +$67K 2 1.87% Increased
2009
CS
Credential Securities
$3.76M +$3.55M 4 2.8% New
2010
KT
Kanaly Trust
Texas
$3.76M +$89.4K 6 0.73% Increased
2011
BC
Banced Corp
Illinois
$3.74M -$144K 6 3.89% Reduced
2012
Bellecapital
Bellecapital
Switzerland
$3.74M +$1.18M 4 3.24% Increased
2013
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$3.71M +$323K 3 2.32% Increased
2014
JAM
Jolley Asset Management
North Carolina
$3.69M -$4.59M 3 2.75% Reduced
2015
TAM
Telluride Asset Management
Minnesota
$3.69M +$2.27M 4 3.09% Increased
2016
ACM
Avalon Capital Management
California
$3.68M -$462K 3 2.98% Reduced
2017
ALPS Advisors
ALPS Advisors
Colorado
$3.67M +$235K 6 0.04% Increased
2018
SFE Investment Counsel
SFE Investment Counsel
California
$3.66M -$386K 3 1.59% Reduced
2019
Accredited Investors
Accredited Investors
Minnesota
$3.66M +$335K 4 1.22% Increased
2020
NES
New England Securities
New York
$3.65M -$895K 10 1.4% Reduced
2021
FMB
Field & Main Bank
Kentucky
$3.63M +$40.7K 4 3.51% Increased
2022
KAM
Kokusai Asset Management
Japan
$3.62M -$128K 1 5.02% Reduced
2023
Consolidated Investment Group
Consolidated Investment Group
Colorado
$3.62M $0 1 2.03% Maintained
2024
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$3.62M +$56.3K 2 0.14% Increased
2025
CD
Carl Domino
Florida
$3.61M -$975K 2 1.92% Reduced