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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
Telos Capital Management
Telos Capital Management
California
$15.9M +$1.15M 7 5.09% Increased
2002
Perella Weinberg Partners Capital Management
Perella Weinberg Partners Capital Management
New York
$15.9M +$5.71M 2 0.73% Increased
2003
Cortina Asset Management
Cortina Asset Management
Wisconsin
$15.8M -$7.54M 4 0.74% Reduced
2004
SimplyRich
SimplyRich
California
$15.8M +$152K 6 8.64% Increased
2005
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$15.8M +$4.19M 5 4.3% Increased
2006
Grace Capital
Grace Capital
Massachusetts
$15.8M +$950K 5 6.19% Increased
2007
Corient Capital Partners
Corient Capital Partners
California
$15.8M $0 6 2.62% Maintained
2008
Penbrook Management
Penbrook Management
New York
$15.8M -$8.67K 6 15.09% Reduced
2009
One Capital Management
One Capital Management
California
$15.7M +$1.72M 7 2.85% Increased
2010
Wellington Shields & Co
Wellington Shields & Co
New York
$15.7M -$375K 6 8.51% Reduced
2011
Old Dominion Capital Management
Old Dominion Capital Management
Virginia
$15.7M +$13.9M 7 4.77% Increased
2012
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$15.6M +$663K 4 4.39% Increased
2013
CFO4Life Group
CFO4Life Group
Texas
$15.6M +$417K 6 6.92% Increased
2014
KCM
Karp Capital Management
California
$15.6M +$1.53M 6 5.37% Increased
2015
Martin Investment Management
Martin Investment Management
Florida
$15.5M -$3.22M 2 4.17% Reduced
2016
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$15.5M -$2.24M 3 7.49% Reduced
2017
Clearstead Trust
Clearstead Trust
Maine
$15.5M -$236K 6 11.89% Reduced
2018
Rikoon Group
Rikoon Group
New Mexico
$15.5M -$863K 7 5.48% Reduced
2019
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$15.4M -$23.3K 14 2.17% Reduced
2020
Valley National Advisers
Valley National Advisers
Pennsylvania
$15.4M +$723K 11 5.34% Increased
2021
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$15.4M -$261K 6 1.54% Reduced
2022
NG
Northstar Group
New York
$15.4M +$440K 7 7.02% Increased
2023
HIS
Horizon Investment Services
Indiana
$15.3M +$4.42M 5 8.02% Increased
2024
Hendley & Co
Hendley & Co
Ohio
$15.3M +$3.05M 3 7.54% Increased
2025
13D Management
13D Management
New York
$15.3M +$967K 1 4.23% Increased