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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
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$7.59M -$1.68M 4 6.49% Reduced
2002
NI
Nepsis Inc
Minnesota
$7.58M +$7.75M 2 4.13% New
2003
American Money Management
American Money Management
California
$7.56M -$4.84K 3 6.04% Reduced
2004
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$7.54M +$7.38M 3 4.13% New
2005
Manchester Capital Management
Manchester Capital Management
Vermont
$7.51M -$1.6M 10 1.13% Reduced
2006
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$7.5M +$1.2M 5 3.57% Increased
2007
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$7.48M -$554K 5 1.63% Reduced
2008
BCM
Bayesian Capital Management
New York
$7.46M +$2.17M 8 4.89% Increased
2009
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$7.44M -$2M 13 2.14% Reduced
2010
Wealth Architects
Wealth Architects
California
$7.36M -$44.9K 9 3.41% Reduced
2011
IberiaBank
IberiaBank
Louisiana
$7.34M +$560K 5 3.13% Increased
2012
GVT
Genesee Valley Trust
New York
$7.34M -$46.5K 5 4.5% Reduced
2013
QCI
Quaker Capital Investments
Pennsylvania
$7.32M +$1.77M 3 2.6% Increased
2014
FWM
Frontier Wealth Management
Missouri
$7.31M -$1.42M 4 1.11% Reduced
2015
Tiedemann Advisors
Tiedemann Advisors
New York
$7.29M +$5.81M 6 1.52% Increased
2016
M Holdings Securities
M Holdings Securities
Oregon
$7.27M +$15.7K 7 3.31% Increased
2017
BancorpSouth
BancorpSouth
Mississippi
$7.26M +$17K 5 0.78% Increased
2018
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$7.26M +$5.21K 2 6.5% Increased
2019
FCT
Family Capital Trust
Massachusetts
$7.24M -$40.2K 3 4.1% Reduced
2020
Univest Financial
Univest Financial
Pennsylvania
$7.23M -$283K 3 3.27% Reduced
2021
Members Trust
Members Trust
Florida
$7.22M -$429K 2 0.46% Reduced
2022
GRQ
Gardner Russo & Quinn
Pennsylvania
$7.22M -$266K 4 0.06% Reduced
2023
North Star Investment Management
North Star Investment Management
Illinois
$7.2M -$165K 9 1.28% Reduced
2024
RG
Rikoon Group
New Mexico
$7.19M +$7.13M 6 5.69% New
2025
CNC
Citizens & Northern Corp
Pennsylvania
$7.19M -$58.3K 4 5.64% Reduced