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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
Court Place Advisors
Court Place Advisors
Maryland
$16.8M -$43.9K 5 6.8% Reduced
2002
HIM
Hotaling Investment Management
Pennsylvania
$16.8M +$159K 4 11.38% Increased
2003
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$16.8M -$2M 8 6.02% Reduced
2004
Argus Investors Counsel
Argus Investors Counsel
New York
$16.8M -$618K 4 8.04% Reduced
2005
CL
CIM LLC
New York
$16.8M +$130K 4 6.17% Increased
2006
Wellington Shields & Co
Wellington Shields & Co
New York
$16.8M +$497K 7 8.54% Increased
2007
Rice Partnership
Rice Partnership
Hawaii
$16.8M +$257K 4 12.14% Increased
2008
NTV Asset Management
NTV Asset Management
West Virginia
$16.7M -$39.7K 7 4.78% Reduced
2009
SHCM
Stokes & Hubbell Capital Management
Louisiana
$16.7M +$300K 6 3.51% Increased
2010
Flossbach von Storch AG Zurich
Flossbach von Storch AG Zurich
Switzerland
$16.7M -$7.95M 4 20.38% Reduced
2011
WA
WealthTrust Axiom
Pennsylvania
$16.7M +$376K 6 5.94% Increased
2012
IndexIQ Advisors
IndexIQ Advisors
New York
$16.7M +$3.16M 5 0.49% Increased
2013
OCMI
Oaktop Capital Management II
New Jersey
$16.7M $0 1 3.49% Maintained
2014
CRB
Chad R. Baker
$16.7M +$4.42M 3 6.04% Increased
2015
Signet Financial Management
Signet Financial Management
New Jersey
$16.7M -$1.13M 7 3.26% Reduced
2016
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$16.7M +$910K 6 7.31% Increased
2017
LCM
Lucha Capital Management
California
$16.6M +$15.7M 1 4.6% New
2018
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$16.6M +$26K 5 17.05% Increased
2019
Global Financial Private Capital
Global Financial Private Capital
Florida
$16.6M -$650K 7 0.79% Reduced
2020
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$16.6M +$159K 9 1.69% Increased
2021
Corrado Advisors
Corrado Advisors
New Jersey
$16.6M +$1.81M 4 15.17% Increased
2022
Altium Wealth Management
Altium Wealth Management
New York
$16.5M +$856K 6 2.64% Increased
2023
Brightworth
Brightworth
Georgia
$16.5M +$152K 5 3.46% Increased
2024
WEO
William E. Oberndorf
$16.5M +$1.72M 1 9% Increased
2025
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$16.5M -$1.68M 7 2.38% Reduced