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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
ALPS Advisors
ALPS Advisors
Colorado
$3.7M +$122K 6 0.03% Increased
2002
Vantage Investment Partners
Vantage Investment Partners
Missouri
$3.7M +$51.6K 2 1.08% Increased
2003
LI
Longer Investments
Arkansas
$3.68M -$140K 2 2.78% Reduced
2004
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$3.68M +$2.43K 1 0.49% Increased
2005
IberiaBank
IberiaBank
Louisiana
$3.67M +$402K 4 2.05% Increased
2006
CP
Camelot Portfolios
Ohio
$3.66M +$1.02M 4 2.36% Increased
2007
Accredited Investors
Accredited Investors
Minnesota
$3.65M +$52.2K 4 1.19% Increased
2008
SAM
Selway Asset Management
$3.65M -$1.92M 1 1.77% Reduced
2009
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$3.65M -$320K 3 1.55% Reduced
2010
BOS
Bank of Stockton
California
$3.64M -$135K 4 2.08% Reduced
2011
RIM
Reliant Investment Management
Tennessee
$3.64M -$223K 2 3.32% Reduced
2012
SVA Wealth Management
SVA Wealth Management
Wisconsin
$3.63M +$87.7K 4 1.55% Increased
2013
PTCG
Pring Turner Capital Group
California
$3.63M -$15.1K 1 3.14% Reduced
2014
IFC Holdings
IFC Holdings
Florida
$3.63M +$674K 5 0.66% Increased
2015
CAM
Cypress Asset Management
Texas
$3.62M -$265K 3 0.62% Reduced
2016
PVWM
Point View Wealth Management
New Jersey
$3.62M +$13.9K 3 3.13% Increased
2017
LC
Lakeshore Capital
Alabama
$3.6M +$34.4K 1 3.38% Increased
2018
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$3.58M +$329K 4 4.33% Increased
2019
Edge Wealth Management
Edge Wealth Management
New York
$3.58M +$248K 5 1.49% Increased
2020
SFE Investment Counsel
SFE Investment Counsel
California
$3.58M -$129K 3 1.46% Reduced
2021
Constellation Wealth Advisors
Constellation Wealth Advisors
New York
$3.57M -$31.4M 3 0.4% Reduced
2022
Prospera Financial Services
Prospera Financial Services
Texas
$3.57M +$851K 4 0.96% Increased
2023
RP
Raiff Partners
New York
$3.56M +$3.07M 1 2.58% New
2024
BMM
Buffington Mohr McNeal
Idaho
$3.56M -$30.4K 2 1.97% Reduced
2025
FMB
Field & Main Bank
Kentucky
$3.55M -$77.8K 4 3.31% Reduced