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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
One Capital Management
One Capital Management
California
$19.6M +$2.66M 7 3.32% Increased
2002
GFG Capital
GFG Capital
Florida
$19.6M +$7.8M 5 9.95% Increased
2003
Naman Capital
Naman Capital
Brazil
$19.6M +$12.3M 2 19.97% Increased
2004
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$19.5M +$5.85M 6 14.91% Increased
2005
Vienna Insurance Group
Vienna Insurance Group
Poland
$19.5M +$15.8M 2 24.65% Increased
2006
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$19.5M +$3.63M 5 4.89% Increased
2007
Six Columns Capital
Six Columns Capital
Texas
$19.5M -$1.42M 2 6.03% Reduced
2008
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$19.5M +$1.05M 7 6.72% Increased
2009
PT
Plimoth Trust
Massachusetts
$19.5M +$343K 7 8.16% Increased
2010
FPFS
First Personal Financial Services
North Carolina
$19.4M -$201K 7 7.51% Reduced
2011
Beech Hill Advisors
Beech Hill Advisors
New York
$19.4M -$2.4M 6 13.26% Reduced
2012
Blume Capital Management
Blume Capital Management
California
$19.4M -$1.09M 7 12.44% Reduced
2013
SCP Investment
SCP Investment
California
$19.4M +$2.71M 2 14.24% Increased
2014
CFSG
Community Financial Services Group
Vermont
$19.4M +$522K 3 6.6% Increased
2015
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$19.4M +$524K 6 9.68% Increased
2016
Corda Investment Management
Corda Investment Management
Texas
$19.4M +$3.52M 3 2.42% Increased
2017
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$19.3M -$443K 5 4.65% Reduced
2018
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$19.3M -$81M 7 5.46% Reduced
2019
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$19.3M +$1.67M 8 14.21% Increased
2020
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$19.3M +$494K 2 3.74% Increased
2021
Cadence Bank
Cadence Bank
Mississippi
$19.3M +$505K 4 4.86% Increased
2022
Stokes Family Office
Stokes Family Office
Louisiana
$19.2M +$1.37M 7 5.13% Increased
2023
Sturgeon Ventures
Sturgeon Ventures
United Kingdom
$19.2M +$1.25M 3 24.26% Increased
2024
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$19.2M +$2.69M 7 2.97% Increased
2025
Chapman Investment Management
Chapman Investment Management
California
$19.2M -$673K 3 20.55% Reduced