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 |
Cadence Bank
Tupelo,
Mississippi
| $17.8M | +$229K | 5 | 1.68% | Increased |
|
| 2002 |
Oakcliff Capital Partners
New York
| $17.8M | $0 | 1 | 12.04% | Maintained |
|
| 2003 |
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $17.8M | -$238K | 5 | 9.69% | Reduced |
|
| 2004 |
HeadInvest LLC
Portland,
Maine
| $17.7M | +$1.1M | 6 | 5.38% | Increased |
|
| 2005 |
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $17.7M | -$231K | 6 | 1.74% | Reduced |
|
| 2006 |
Darwin Wealth Management
Tampa,
Florida
| $17.7M | -$54.6K | 6 | 5.24% | Reduced |
|
| 2007 |
Affinity Investment Advisors
Newport Beach,
California
| $17.7M | -$1.82M | 3 | 5.54% | Reduced |
|
| 2008 |
Heartland Advisors
Milwaukee,
Wisconsin
| $17.7M | +$5.57M | 3 | 1.35% | Increased |
|
| 2009 |
Aspiriant LLC
Los Angeles,
California
| $17.6M | -$1.02M | 6 | 1.58% | Reduced |
|
| 2010 |
Cutler Investment Counsel
Jacksonville,
Oregon
| $17.6M | +$753K | 3 | 3.39% | Increased |
|
| 2011 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
| $17.5M | -$31.6K | 7 | 6.19% | Reduced |
|
| 2012 |
Beck Capital Management
Austin,
Texas
| $17.5M | -$909K | 4 | 9.51% | Reduced |
|
| 2013 |
Welch Capital Partners
Harrison,
New York
| $17.5M | +$313K | 4 | 5.81% | Increased |
|
| 2014 |
L.J. Altfest & Co
New York
| $17.4M | +$442K | 8 | 4.49% | Increased |
|
| 2015 |
Liberty Capital Management
Birmingham,
Michigan
| $17.4M | -$498K | 5 | 7.66% | Reduced |
|
| 2016 |
Islet Management
New York
| $17.4M | -$11.1M | 1 | 2.17% | Reduced |
|
| 2017 |
Old Second National Bank of Aurora
Aurora,
Illinois
| $17.4M | -$864K | 8 | 5.82% | Reduced |
|
| 2018 |
KC
KCL Capital
New York
| $17.4M | +$5M | 1 | 2.7% | Increased |
|
| 2019 |
MayTech Global Investments
New York
| $17.4M | -$20.6M | 4 | 8.56% | Reduced |
|
| 2020 |
Camden National Bank
Camden,
Maine
| $17.3M | -$56.6K | 4 | 3.77% | Reduced |
|
| 2021 |
Carlson Capital
Dallas,
Texas
| $17.3M | -$47.5M | 1 | 0.31% | Reduced |
|
| 2022 |
Credential Qtrade Securities
Vancouver,
| $17.3M | +$783K | 8 | 2.67% | Increased |
|
| 2023 |
WealthPLAN Partners
Omaha,
Nebraska
| $17.3M | +$395K | 4 | 2.36% | Increased |
|
| 2024 |
MA
Menlo Advisors
Menlo Park,
California
| $17.2M | -$7.83K | 3 | 12.06% | Reduced |
|
| 2025 |
Investure LLC
Charlottesville,
Virginia
| $17.2M | +$27.5K | 1 | 5.66% | Increased |
|