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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
Rikoon Group
Rikoon Group
New Mexico
$13.4M +$940K 7 5.43% Increased
2002
Cornercap Investment Counsel
Cornercap Investment Counsel
Georgia
$13.4M -$4.21M 7 1.9% Reduced
2003
Caldera Capital
Caldera Capital
Texas
$13.3M -$916K 1 11.91% Reduced
2004
BCA
Bray Capital Advisors
Florida
$13.3M +$203K 8 6.2% Increased
2005
IFG Advisory
IFG Advisory
Georgia
$13.3M +$853K 7 2.95% Increased
2006
RCM
Red Cedar Management
Utah
$13.3M +$6.11M 2 11.23% Increased
2007
Greenline Partners
Greenline Partners
New York
$13.2M -$546K 3 4.37% Reduced
2008
6 Meridian
6 Meridian
Kansas
$13.1M -$11.2M 2 1.47% Reduced
2009
Gradient Investments
Gradient Investments
Minnesota
$13.1M +$1.85M 11 0.71% Increased
2010
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$13.1M -$6.65M 2 8.52% Reduced
2011
KWMG
King Wealth Management Group
Florida
$13M +$201K 6 4.62% Increased
2012
RCA
Rex Capital Advisors
Rhode Island
$13M $0 1 11.19% Maintained
2013
LSCM
LaSalle Street Capital Management
Illinois
$13M -$2.44M 6 10.27% Reduced
2014
Horan Capital Advisors
Horan Capital Advisors
Ohio
$13M +$256K 6 8.5% Increased
2015
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$13M +$86.2K 6 2.53% Increased
2016
Cider Mill Investments
Cider Mill Investments
Connecticut
$12.9M +$7.02M 2 6.15% Increased
2017
Clearstead Trust
Clearstead Trust
Maine
$12.9M -$318K 5 11.09% Reduced
2018
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$12.9M +$441K 6 5.94% Increased
2019
CIM
CIM Investment Management
Pennsylvania
$12.9M +$429K 6 4.4% Increased
2020
III
Independent Investors Inc
New York
$12.9M -$33.4K 5 5.15% Reduced
2021
Azzad Asset Management
Azzad Asset Management
Virginia
$12.9M +$224K 5 3.91% Increased
2022
Edgestream Partners
Edgestream Partners
New Jersey
$12.8M +$11.8M 4 2.52% Increased
2023
Brasada Capital Management
Brasada Capital Management
Texas
$12.8M +$1.13M 4 3.97% Increased
2024
Beddow Capital Management
Beddow Capital Management
Wyoming
$12.7M +$1.09M 2 5.13% Increased
2025
Westbourne Investment Advisors
Westbourne Investment Advisors
Maryland
$12.7M -$551K 5 10.18% Reduced