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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
HS
HighVista Strategies
Massachusetts
$4.69M -$10M 1 0.61% Reduced
2002
Quantbot Technologies
Quantbot Technologies
New York
$4.67M -$2.29M 8 1.5% Reduced
2003
Telemus Capital
Telemus Capital
Michigan
$4.67M -$65.7K 4 1.12% Reduced
2004
Portland Global Advisors
Portland Global Advisors
Maine
$4.64M +$142K 3 2.39% Increased
2005
Consolidated Investment Group
Consolidated Investment Group
Colorado
$4.63M +$729K 1 2.31% Increased
2006
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$4.63M -$264K 4 5.01% Reduced
2007
TIA
Trust Investment Advisors
Indiana
$4.62M -$679K 2 4.72% Reduced
2008
SC
Searle & Co
Connecticut
$4.62M +$4.77M 4 3.91% New
2009
Rational Advisors
Rational Advisors
New York
$4.61M +$4.69M 9 0.91% New
2010
Signet Financial Management
Signet Financial Management
New Jersey
$4.61M +$4.65M 5 1.68% New
2011
CYG
Clean Yield Group
Vermont
$4.58M -$58.6K 3 2.06% Reduced
2012
OCM
Oakwood Capital Management
California
$4.58M +$1.57M 1 1.3% Increased
2013
Acropolis Investment Management
Acropolis Investment Management
Missouri
$4.57M -$36.2K 4 0.89% Reduced
2014
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$4.56M -$15.2M 2 0.16% Reduced
2015
BL
BCWM LLC
Kansas
$4.51M +$164K 2 2.18% Increased
2016
FIM
Freedom Investment Management
Connecticut
$4.5M +$807K 5 0.58% Increased
2017
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$4.5M +$574K 10 3.31% Increased
2018
Ballentine Partners
Ballentine Partners
Massachusetts
$4.5M -$356K 5 0.52% Reduced
2019
AO
Allen Operations
New York
$4.49M $0 1 4.61% Maintained
2020
Channing Capital Management
Channing Capital Management
Illinois
$4.48M -$662K 1 0.23% Reduced
2021
CFMC
Curbstone Financial Management Corp
New Hampshire
$4.48M +$194K 5 3.45% Increased
2022
Goodman Financial
Goodman Financial
Texas
$4.48M +$69.5K 1 3.03% Increased
2023
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$4.46M -$332K 4 2.15% Reduced
2024
FHC
First Houston Capital
Texas
$4.46M -$62.4K 3 3.95% Reduced
2025
HJA
Hugh Johnson Advisors
New York
$4.46M -$5.58M 2 1.55% Reduced