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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
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$4.44M -$480K 3 2.44% Reduced
2002
LPC
Loeb Partners Corp
New York
$4.42M -$690K 5 1.47% Reduced
2003
SAMT
Select Asset Management & Trust
Pennsylvania
$4.42M -$1.78M 1 2.98% Reduced
2004
GAAM
Guinness Atkinson Asset Management
California
$4.41M +$1.76M 2 2.49% Increased
2005
GMA
Goldstein Munger & Associates
California
$4.4M -$3.5K 2 1.82% Reduced
2006
BC
Balestra Capital
New York
$4.4M -$4.42M 1 5.83% Reduced
2007
K
Kemper
Illinois
$4.37M $0 1 1.38% Maintained
2008
Fagan Associates
Fagan Associates
New York
$4.36M +$87K 1 3.58% Increased
2009
FHC
First Houston Capital
Texas
$4.36M +$59.6K 3 4.08% Increased
2010
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$4.36M +$159K 5 2.82% Increased
2011
FMA
FNY Managed Accounts
New York
$4.35M +$4.39M 5 13.05% New
2012
ICOA
Investment Centers of America
North Dakota
$4.35M +$1.64M 6 0.77% Increased
2013
PCM
Princeton Capital Management
New Jersey
$4.35M -$333K 3 3.96% Reduced
2014
Formidable Asset Management
Formidable Asset Management
Ohio
$4.35M +$368K 6 2.87% Increased
2015
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$4.33M +$5.02M 1 0.53% New
2016
HPBT
High Point Bank & Trust
North Carolina
$4.32M +$64.1K 5 1.44% Increased
2017
Consolidated Investment Group
Consolidated Investment Group
Colorado
$4.32M $0 1 2.12% Maintained
2018
UPA
Union Point Advisors
California
$4.32M +$4.36M 1 1.71% New
2019
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$4.31M -$23.1K 5 1.77% Reduced
2020
CSUI
Cincinnati Specialty Underwriters Insurance
Ohio
$4.3M $0 2 5.38% Maintained
2021
Financial Engines Advisors
Financial Engines Advisors
California
$4.3M +$1.95M 1 3.32% Increased
2022
BL
BCWM LLC
Kansas
$4.29M +$908K 2 2.16% Increased
2023
Edge Wealth Management
Edge Wealth Management
New York
$4.29M +$603K 6 1.65% Increased
2024
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$4.29M -$32K 2 2.24% Reduced
2025
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$4.28M -$345K 10 3.74% Reduced