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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
Capital Wealth Planning
Capital Wealth Planning
Florida
$7.1M -$73.9K 3 6.52% Reduced
2002
QI
Qualcomm Inc
California
$7.1M -$2.22M 1 0.92% Reduced
2003
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$7.1M +$6.65M 3 3.17% New
2004
OAM
Origin Asset Management
United Kingdom
$7.1M +$6.62M 1 0.57% New
2005
DA
DSC Advisors
Illinois
$7.08M +$1.16M 6 3.7% Increased
2006
LCP
Lombardia Capital Partners
California
$7.08M $0 1 0.35% Maintained
2007
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$7.08M +$11.5K 3 0.25% Increased
2008
CCM
CrestPoint Capital Management
Missouri
$7.03M -$280K 5 3.98% Reduced
2009
Next Financial Group
Next Financial Group
Texas
$7.03M +$88.8K 12 2.62% Increased
2010
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$7.01M +$6.74M 6 3.62% New
2011
WA
Westport Advisers
Connecticut
$7M -$221K 1 1.01% Reduced
2012
DCM
Dialectic Capital Management
Connecticut
$6.99M +$596K 3 2.01% Increased
2013
BKA
Brick & Kyle Associates
Pennsylvania
$6.98M +$3.74M 9 6.15% Increased
2014
Grassi Investment Management
Grassi Investment Management
California
$6.97M +$582K 5 1.43% Increased
2015
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$6.97M +$412K 11 0.06% Increased
2016
First Heartland Consultants
First Heartland Consultants
Missouri
$6.95M +$2.19M 7 2.64% Increased
2017
Quantbot Technologies
Quantbot Technologies
New York
$6.95M +$2.09M 7 1.19% Increased
2018
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$6.95M +$663K 6 1.35% Increased
2019
Needham Investment Management
Needham Investment Management
New York
$6.95M +$1.51M 1 1.73% Increased
2020
Sky Investment Group
Sky Investment Group
Connecticut
$6.94M -$149K 4 3.57% Reduced
2021
NG
Northstar Group
New York
$6.93M -$78.1K 6 5.5% Reduced
2022
BAM
Bruderman Asset Management
New York
$6.9M +$2.61M 8 2.6% Increased
2023
LVW Advisors
LVW Advisors
New York
$6.9M -$308K 7 2.7% Reduced
2024
Scion Asset Management
Scion Asset Management
California
$6.88M +$7.03M 1 8.61% New
2025
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$6.88M +$123K 6 4.36% Increased