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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
Addison Capital
Addison Capital
Pennsylvania
$4.78M -$467K 2 4.35% Reduced
2002
WP
WealthPLAN Partners
Nebraska
$4.77M +$411K 7 2.09% Increased
2003
HA
Hamel Associates
New Jersey
$4.75M -$82.4K 2 3.13% Reduced
2004
MWP
MYCIO Wealth Partners
Pennsylvania
$4.74M -$1.5M 8 0.92% Reduced
2005
TCP
TAMRO Capital Partners
Virginia
$4.74M -$2.07M 2 0.4% Reduced
2006
WBH Advisory
WBH Advisory
Maryland
$4.74M -$181K 5 1.86% Reduced
2007
WA
Wheatland Advisors
Pennsylvania
$4.74M +$112K 3 4.55% Increased
2008
CC
Cipher Capital
New York
$4.72M +$1.71M 3 0.65% Increased
2009
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors
California
$4.72M -$113K 6 1.15% Reduced
2010
TWMP
Taylor Wealth Management Partners
Massachusetts
$4.71M -$6.38M 5 1.5% Reduced
2011
Wexford Capital
Wexford Capital
Florida
$4.7M +$3.87M 1 1.25% Increased
2012
RIG
Renaissance Investment Group
Massachusetts
$4.69M -$45.6K 3 2.2% Reduced
2013
American National Bank & Trust
American National Bank & Trust
Texas
$4.68M -$6.7M 4 1.87% Reduced
2014
TIA
Trust Investment Advisors
Indiana
$4.67M +$71K 2 4.75% Increased
2015
Consolidated Investment Group
Consolidated Investment Group
Colorado
$4.66M -$7.53K 1 2.2% Reduced
2016
Homrich & Berg
Homrich & Berg
Georgia
$4.66M +$390K 4 0.46% Increased
2017
DVM
Dreman Value Management
Florida
$4.65M +$82K 4 0.38% Increased
2018
LC
Lincoln Capital
Nebraska
$4.65M -$260K 2 3.92% Reduced
2019
BCM
Breithorn Capital Management
New York
$4.65M +$817K 1 2.96% Increased
2020
Stockman Wealth Management
Stockman Wealth Management
Montana
$4.64M -$919 2 3.95% Reduced
2021
CFMC
Curbstone Financial Management Corp
New Hampshire
$4.64M -$213K 5 3.08% Reduced
2022
DCMM
DG Capital Management (Massachusetts)
Massachusetts
$4.64M -$1.04M 2 2.79% Reduced
2023
RHFI
Reilly Herbert Faulkner III
$4.62M +$103K 2 3.93% Increased
2024
Acropolis Investment Management
Acropolis Investment Management
Missouri
$4.61M -$4.7K 4 0.9% Reduced
2025
AIM
AMI Investment Management
Indiana
$4.61M -$9.9K 2 3.81% Reduced