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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
Sirios Capital Management
Sirios Capital Management
Massachusetts
$30.3M +$7.53M 2 5.47% Increased
2002
West Coast Financial
West Coast Financial
California
$30.3M +$69K 4 5.37% Increased
2003
Wellington Shields & Co
Wellington Shields & Co
New York
$30.1M -$5.81M 7 7.3% Reduced
2004
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$30.1M -$303K 7 21.47% Reduced
2005
Nicholas Investment Partners
Nicholas Investment Partners
California
$30M +$160K 8 2.84% Increased
2006
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
$30M +$32.6M 6 4.16% New
2007
Bessemer Securities
Bessemer Securities
New York
$30M -$1.46M 3 10.47% Reduced
2008
Highside Global Management
Highside Global Management
Texas
$29.9M +$23.7M 2 17.26% Increased
2009
Sturgeon Ventures
Sturgeon Ventures
United Kingdom
$29.9M +$449K 4 20.07% Increased
2010
Capital City Trust
Capital City Trust
Florida
$29.9M +$574K 6 9.72% Increased
2011
Sands Capital Ventures
Sands Capital Ventures
Virginia
$29.8M $0 1 8.2% Maintained
2012
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$29.8M +$2.17M 2 8.05% Increased
2013
GWSG
GPS Wealth Strategies Group
Colorado
$29.8M +$8.64K 19 7.65% Increased
2014
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$29.7M $0 3 14.33% Maintained
2015
GPM Growth Investors
GPM Growth Investors
Michigan
$29.7M +$866K 5 19.34% Increased
2016
OFCM
One Fin Capital Management
California
$29.6M +$23.8M 2 10.29% Increased
2017
Oxler Private Wealth
Oxler Private Wealth
New York
$29.6M +$45.9K 7 14.25% Increased
2018
Fairfield, Bush & Co
Fairfield, Bush & Co
Connecticut
$29.6M -$1.07M 14 17.39% Reduced
2019
CCC
Chelsea Counsel Company
California
$29.5M -$2.05M 5 15.18% Reduced
2020
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$29.5M -$6.88M 2 25.74% Reduced
2021
Continuum Advisory
Continuum Advisory
Idaho
$29.3M -$769K 6 5.34% Reduced
2022
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$29.3M +$4.25M 6 2.39% Increased
2023
Iowa State Bank
Iowa State Bank
Iowa
$29.3M +$612K 5 7.77% Increased
2024
AXS Investments
AXS Investments
New York
$29.3M -$5.27M 7 10.39% Reduced
2025
Hodges Capital Management
Hodges Capital Management
Texas
$29.3M +$1.71M 6 2.95% Increased