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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
WC
Whitnell & Co
Illinois
$9.33M +$11.4K 6 4.18% Increased
2002
WI
Wintrust Investments
Illinois
$9.33M +$5.16M 9 2.66% Increased
2003
Azzad Asset Management
Azzad Asset Management
Virginia
$9.33M +$486K 5 3.52% Increased
2004
ARMT
Amica Retiree Medical Trust
Rhode Island
$9.32M -$447K 8 7.54% Reduced
2005
PDT Partners
PDT Partners
New York
$9.32M -$7.28M 2 0.49% Reduced
2006
CFIC
City Financial Investment Company
United Kingdom
$9.32M -$5.19M 3 1.46% Reduced
2007
MCM
Monarch Capital Management
Indiana
$9.32M -$227K 5 3.41% Reduced
2008
MC
Marcus Capital
Illinois
$9.32M +$452K 3 8.69% Increased
2009
Amarillo National Bank
Amarillo National Bank
Texas
$9.31M +$25K 6 3.32% Increased
2010
BCA
Bray Capital Advisors
Florida
$9.31M +$263K 5 5.27% Increased
2011
Quadrant Capital Group
Quadrant Capital Group
Ohio
$9.3M +$786K 14 4.08% Increased
2012
NewEdge Advisors
NewEdge Advisors
Louisiana
$9.27M +$1.07M 6 2.11% Increased
2013
ITIM
Indiana Trust & Investment Management
Indiana
$9.26M -$68.9K 6 4.63% Reduced
2014
FWM
Frontier Wealth Management
Missouri
$9.24M -$152K 5 1.41% Reduced
2015
IMOV
Investment Management of Virginia
Virginia
$9.24M -$395K 2 2.27% Reduced
2016
KSCM
Kamunting Street Capital Management
Florida
$9.21M -$4.58M 1 6.64% Reduced
2017
CWM
Concentric Wealth Management
California
$9.18M -$193K 5 7.46% Reduced
2018
Homrich & Berg
Homrich & Berg
Georgia
$9.17M +$1.26M 6 0.79% Increased
2019
WAS
Winch Advisory Services
Wisconsin
$9.17M +$2.58M 7 5.82% Increased
2020
IWMPD
Integrated Wealth Management (Palm Desert)
California
$9.16M -$39.7K 7 3.07% Reduced
2021
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$9.14M +$444K 6 1.85% Increased
2022
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$9.13M +$755K 3 5.03% Increased
2023
Stockman Wealth Management
Stockman Wealth Management
Montana
$9.12M +$338K 3 5.18% Increased
2024
Cowen Inc
Cowen Inc
New York
$9.11M -$88.6K 4 0.44% Reduced
2025
PAS
Partnervest Advisory Services
California
$9.1M -$2.69M 7 4.11% Reduced