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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
NG
Northstar Group
New York
$6.89M +$44.8K 6 5.25% Increased
2002
HIM
Harbour Investment Management
Washington
$6.87M +$651K 2 5.28% Increased
2003
GCMG
Gyroscope Capital Management Group
Florida
$6.85M +$339K 5 5.27% Increased
2004
City Holding Co
City Holding Co
West Virginia
$6.82M -$139K 8 3.41% Reduced
2005
PC
Permit Capital
Pennsylvania
$6.8M -$1.48M 3 5.13% Reduced
2006
BIM
Bogle Investment Management
Massachusetts
$6.79M -$3.11M 1 0.45% Reduced
2007
GLG Partners
GLG Partners
United Kingdom
$6.78M -$2.26M 3 0.19% Reduced
2008
MAA
Mraz Amerine & Associates
California
$6.77M -$109K 2 2.49% Reduced
2009
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$6.74M +$184K 5 6% Increased
2010
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$6.74M +$2.77M 6 5.19% Increased
2011
BFA
Benedict Financial Advisors
Georgia
$6.73M -$752K 1 4.09% Reduced
2012
LCM
Leisure Capital Management
California
$6.7M -$131K 5 6.66% Reduced
2013
RAM
Roanoke Asset Management
New Jersey
$6.7M +$1.38M 2 3.1% Increased
2014
BancorpSouth
BancorpSouth
Mississippi
$6.69M -$1.73M 5 0.8% Reduced
2015
Wealth Architects
Wealth Architects
California
$6.68M -$419K 9 3.34% Reduced
2016
CK
Carnick & Kubik
Colorado
$6.66M +$303K 5 2% Increased
2017
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$6.66M -$1.25M 5 3.18% Reduced
2018
GRQ
Gardner Russo & Quinn
Pennsylvania
$6.64M +$435K 5 0.06% Increased
2019
Goodman Financial
Goodman Financial
Texas
$6.62M -$138K 1 4.04% Reduced
2020
Consolidated Investment Group
Consolidated Investment Group
Colorado
$6.62M $0 2 3.06% Maintained
2021
SIM
Spark Investment Management
New York
$6.61M +$2.6M 4 0.67% Increased
2022
Naples Global Advisors
Naples Global Advisors
Florida
$6.6M +$2.08M 5 2.76% Increased
2023
CS
Credential Securities
$6.58M +$394K 5 3.8% Increased
2024
FC
Farley Capital
New York
$6.58M +$640K 2 9.32% Increased
2025
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$6.57M +$6.15M 4 4.52% New