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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
HCR Wealth Advisors
HCR Wealth Advisors
California
$28.4M -$651K 5 6.03% Reduced
2002
Spectrum Management Group
Spectrum Management Group
Indiana
$28.4M +$5.95M 6 6.16% Increased
2003
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$28.3M +$21.7M 9 4.95% Increased
2004
GWSG
GPS Wealth Strategies Group
Colorado
$28.3M -$373K 20 7.14% Reduced
2005
Selective Wealth Management
Selective Wealth Management
Virginia
$28.2M -$1.67M 13 12.1% Reduced
2006
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$28.2M +$145K 7 7.31% Increased
2007
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$28.2M +$1.43M 5 9.04% Increased
2008
Carlson Capital
Carlson Capital
Texas
$28.1M +$9.6M 2 2.12% Increased
2009
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$28.1M +$61.8K 6 9.98% Increased
2010
Wellington Shields & Co
Wellington Shields & Co
New York
$28M +$556K 7 12.21% Increased
2011
NorthRock Partners
NorthRock Partners
Minnesota
$28M -$1.07M 6 3.25% Reduced
2012
Financial Avengers
Financial Avengers
California
$27.9M -$61K 7 22.83% Reduced
2013
Towle & Co
Towle & Co
Colorado
$27.9M +$574K 1 4.56% Increased
2014
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$27.8M +$22.4M 3 12.41% Increased
2015
Patient Capital Management
Patient Capital Management
Maryland
$27.8M -$4.45M 4 13.89% Reduced
2016
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$27.8M +$85.7K 6 6.59% Increased
2017
GPM Growth Investors
GPM Growth Investors
Michigan
$27.8M +$728K 5 18.55% Increased
2018
Tenere Capital
Tenere Capital
New York
$27.7M +$1.47M 2 13.46% Increased
2019
Bank of New Hampshire
Bank of New Hampshire
New Hampshire
$27.7M -$561K 14 8.66% Reduced
2020
CI
Carroll Investors
South Carolina
$27.7M +$1.87M 5 22.28% Increased
2021
VST
Van Strum & Towne
California
$27.6M -$183K 5 12.76% Reduced
2022
Centric Wealth Management
Centric Wealth Management
Illinois
$27.6M +$3.2M 7 10.98% Increased
2023
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$27.6M +$32.9M 1 1.32% New
2024
Lakeside Advisors
Lakeside Advisors
Washington
$27.5M -$47.6K 2 24.62% Reduced
2025
West Coast Financial
West Coast Financial
California
$27.5M +$601K 5 5.06% Increased