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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
Hilltop Holdings
Hilltop Holdings
Texas
$14.6M +$2.62M 7 3.09% Increased
2002
New England Asset Management
New England Asset Management
Connecticut
$14.6M -$2.03M 5 0.26% Reduced
2003
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$14.5M +$6.96M 8 3.47% Increased
2004
RG
Rikoon Group
New Mexico
$14.5M -$53K 7 5.54% Reduced
2005
AAM
Augustine Asset Management
Florida
$14.5M +$15.5K 3 8.45% Increased
2006
CT
Chicago Trust
Illinois
$14.5M -$519K 6 6.15% Reduced
2007
Azzad Asset Management
Azzad Asset Management
Virginia
$14.4M +$188K 5 4.13% Increased
2008
1M
13D Management
New York
$14.4M $0 1 3.68% Maintained
2009
S
SimplyRich
California
$14.3M -$240K 5 8.22% Reduced
2010
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$14.3M +$1.64M 6 6.74% Increased
2011
CIM
CIM Investment Management
Pennsylvania
$14.3M +$519K 7 4.93% Increased
2012
Ionic Capital Management
Ionic Capital Management
New York
$14.3M -$11.6M 2 0.85% Reduced
2013
WSC
Wellington Shields & Co
New York
$14.2M +$255K 6 7.38% Increased
2014
TCM
Teza Capital Management
Illinois
$14.2M +$4.69M 7 2.12% Increased
2015
CPA
Court Place Advisors
Maryland
$14.2M -$138K 5 5.88% Reduced
2016
M Holdings Securities
M Holdings Securities
Oregon
$14.2M +$2.51M 8 3.9% Increased
2017
HI
Handelsinvest Investeringsforvaltning
Denmark
$14.2M -$3.27M 3 3.12% Reduced
2018
Venturi Wealth Management
Venturi Wealth Management
Texas
$14.2M -$231K 7 2.64% Reduced
2019
PCM
Pennant Capital Management
New Jersey
$14.1M +$13.4M 2 6.68% New
2020
GCM
GoodHaven Capital Management
New Jersey
$14.1M -$30.7K 2 9.31% Reduced
2021
HT
HAP Trading
New York
$14.1M +$3.64M 4 0.7% Increased
2022
SI
SCP Investment
California
$14M +$2.68M 2 6.93% Increased
2023
WA
WealthTrust Axiom
Pennsylvania
$14M +$387K 5 4.95% Increased
2024
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$14M +$195K 6 1.43% Increased
2025
IndexIQ Advisors
IndexIQ Advisors
New York
$14M +$4.32M 3 0.43% Increased