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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
SAM
Security Asset Management
New York
$7M -$21.6K 5 6.71% Reduced
2002
WA
WFG Advisors
Texas
$6.99M +$898K 13 1.87% Increased
2003
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$6.97M +$154K 1 1.94% Increased
2004
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$6.97M +$2.33M 11 2.31% Increased
2005
HHC
Hutchin Hill Capital
New York
$6.97M -$9.8M 4 0.23% Reduced
2006
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$6.94M -$259K 4 4.21% Reduced
2007
FCM
Forester Capital Management
Illinois
$6.91M +$67.1K 2 6.42% Increased
2008
Choreo LLC
Choreo LLC
Illinois
$6.9M +$1.05M 6 1.33% Increased
2009
Mirador Capital Partners
Mirador Capital Partners
California
$6.9M +$472K 5 6.92% Increased
2010
PIM
Profit Investment Management
Maryland
$6.89M -$12.4M 4 5.58% Reduced
2011
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$6.86M +$3.14M 5 4.29% Increased
2012
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$6.86M -$77.9K 2 6.38% Reduced
2013
GVT
Genesee Valley Trust
New York
$6.86M -$286K 5 4.45% Reduced
2014
MWP
MYCIO Wealth Partners
Pennsylvania
$6.84M -$39.8K 10 1.17% Reduced
2015
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$6.83M +$290K 2 2.44% Increased
2016
Sentinel Trust
Sentinel Trust
Texas
$6.82M -$2.55M 3 0.97% Reduced
2017
CS
Credential Securities
$6.79M +$544K 5 3.53% Increased
2018
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$6.78M +$394K 5 5.89% Increased
2019
GRQ
Gardner Russo & Quinn
Pennsylvania
$6.78M +$510K 5 0.06% Increased
2020
HIM
Harbour Investment Management
Washington
$6.77M -$36.1K 2 5.18% Reduced
2021
NG
Northstar Group
New York
$6.77M -$42.6K 6 5.04% Reduced
2022
BMC
Benin Management Corp
Connecticut
$6.77M +$53.8K 5 3.5% Increased
2023
CNC
Citizens & Northern Corp
Pennsylvania
$6.75M -$24.2K 4 5.27% Reduced
2024
QI
Qualcomm Inc
California
$6.74M $0 1 0.91% Maintained
2025
BIM
BRC Investment Management
Colorado
$6.72M +$5.22M 1 1.17% Increased