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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
HA
Hamel Associates
New Jersey
$4.66M -$65.4K 2 3.08% Reduced
2002
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$4.66M -$723K 4 1.29% Reduced
2003
CFMC
Curbstone Financial Management Corp
New Hampshire
$4.63M +$144K 5 3.12% Increased
2004
LAIC
Lederer & Associates Investment Counsel
California
$4.62M +$530K 3 4.51% Increased
2005
M Holdings Securities
M Holdings Securities
Oregon
$4.62M +$333K 5 3.02% Increased
2006
IIM
Ironwood Investment Management
Massachusetts
$4.62M -$258K 2 0.86% Reduced
2007
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$4.62M +$3.51M 13 0.57% Increased
2008
AIM
AMI Investment Management
Indiana
$4.6M -$130K 2 3.66% Reduced
2009
MBT
Monroe Bank & Trust
Michigan
$4.6M +$169K 5 1.59% Increased
2010
Regents of the University of California
Regents of the University of California
California
$4.6M +$1.97M 3 4.63% Increased
2011
KFP
Keystone Financial Planning
Ohio
$4.6M -$7.71K 1 3.49% Reduced
2012
JCM
JS Capital Management
New York
$4.57M -$2.71M 1 1.16% Reduced
2013
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$4.57M +$198K 10 3.19% Increased
2014
Roundview Capital
Roundview Capital
New Jersey
$4.56M -$4.33M 4 1.8% Reduced
2015
Braver Wealth Management
Braver Wealth Management
Massachusetts
$4.55M -$26.9K 2 0.93% Reduced
2016
RWM
Rench Wealth Management
Texas
$4.54M -$122K 2 3.89% Reduced
2017
LOT
Lombard Odier Transatlantic
Quebec, Canada
$4.54M +$2.23M 4 3.53% Increased
2018
Portland Global Advisors
Portland Global Advisors
Maine
$4.52M +$133K 4 2.34% Increased
2019
DVM
Dreman Value Management
Florida
$4.52M +$718K 4 0.39% Increased
2020
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$4.52M +$4.2M 1 4.33% Increased
2021
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$4.51M +$1.13M 3 2.3% Increased
2022
Acropolis Investment Management
Acropolis Investment Management
Missouri
$4.51M +$163K 4 0.84% Increased
2023
WIS
Wright Investors Service
Connecticut
$4.5M -$293K 4 2.16% Reduced
2024
Rockland Trust
Rockland Trust
Massachusetts
$4.5M -$243K 3 0.95% Reduced
2025
TBNY
Trustco Bank (New York)
New York
$4.48M -$205K 3 4.28% Reduced