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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
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$32M +$1.68M 7 5.59% Increased
2002
Brian C. Broderick
Brian C. Broderick
$31.9M -$251K 4 9.17% Reduced
2003
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$31.8M -$210K 9 10.29% Reduced
2004
Granger Management
Granger Management
New York
$31.8M +$106K 4 4.91% Increased
2005
SSI
Scott & Selber Inc
Texas
$31.8M -$2.15M 4 13.01% Reduced
2006
Riverstone Advisors
Riverstone Advisors
Texas
$31.8M -$2.25M 2 16.61% Reduced
2007
HIM
Hotaling Investment Management
Pennsylvania
$31.7M +$511K 5 14.25% Increased
2008
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$31.7M +$61.4K 3 12.43% Increased
2009
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$31.7M +$5.85M 7 2.64% Increased
2010
Minot Wealth Management
Minot Wealth Management
Massachusetts
$31.7M +$2.1M 7 8.08% Increased
2011
ECM
EagleClaw Capital Management
Massachusetts
$31.7M +$2.31M 7 9.1% Increased
2012
Optas LLC
Optas LLC
Texas
$31.6M -$1.06M 5 9.92% Reduced
2013
BCA
Bray Capital Advisors
Florida
$31.6M +$761K 6 8.71% Increased
2014
VST
Van Strum & Towne
California
$31.6M -$277K 5 15.97% Reduced
2015
HCR Wealth Advisors
HCR Wealth Advisors
California
$31.6M -$9.02M 7 6.25% Reduced
2016
Stonnington Group
Stonnington Group
California
$31.6M +$30.6M 7 7.65% New
2017
Vicus Capital
Vicus Capital
Pennsylvania
$31.6M -$146K 7 3.76% Reduced
2018
QV Investors
QV Investors
Alberta, Canada
$31.6M -$1.3M 2 1.94% Reduced
2019
Premier Fund Managers
Premier Fund Managers
United Kingdom
$31.5M -$6.56M 3 1.22% Reduced
2020
Hutchinson Capital Management
Hutchinson Capital Management
California
$31.5M -$894K 5 7.87% Reduced
2021
Freedom Investment Management
Freedom Investment Management
Connecticut
$31.5M +$5.37M 13 2.45% Increased
2022
CCM
Consolidated Capital Management
California
$31.5M -$5.94M 3 15.69% Reduced
2023
Camden National Bank
Camden National Bank
Maine
$31.5M +$3.49M 7 6.27% Increased
2024
Camden National Corporation
Camden National Corporation
Maine
$31.5M +$31.3M 7 6.27% New
2025
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$31.5M -$349K 5 14.17% Reduced