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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
CL
CIM LLC
New York
$36.8M -$3.21M 5 6.88% Reduced
2002
Empyrean Capital Partners
Empyrean Capital Partners
California
$36.8M -$155M 1 1.67% Reduced
2003
Apriem Advisors
Apriem Advisors
California
$36.8M -$255K 5 5.51% Reduced
2004
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
$36.8M -$5.75M 4 4.29% Reduced
2005
Mirador Capital Partners
Mirador Capital Partners
California
$36.7M -$4.48M 7 8.71% Reduced
2006
Duncker Streett & Co
Duncker Streett & Co
Missouri
$36.7M +$951K 10 8.2% Increased
2007
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$36.6M -$1.04M 7 11.7% Reduced
2008
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$36.5M +$49.6K 6 7.36% Increased
2009
NG
Northstar Group
New York
$36.5M -$34.1K 6 8.56% Reduced
2010
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$36.5M +$841K 5 4.59% Increased
2011
Winch Advisory Services
Winch Advisory Services
Wisconsin
$36.5M -$1.24M 10 13.1% Reduced
2012
Family Management
Family Management
New York
$36.5M +$457K 5 7.98% Increased
2013
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.5M -$1.93M 13 2.52% Reduced
2014
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$36.3M -$40.3K 5 5.49% Reduced
2015
Roberts Wealth Advisors
Roberts Wealth Advisors
California
$36.2M -$1.32M 7 15.94% Reduced
2016
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$36.2M -$2.21M 5 0.94% Reduced
2017
Delta Investment Management
Delta Investment Management
California
$36.2M -$4.88M 5 9.93% Reduced
2018
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$36.2M +$26.7M 6 7.29% Increased
2019
Koshinski Asset Management
Koshinski Asset Management
Illinois
$36.1M -$8.94M 10 3.86% Reduced
2020
Weik Capital Management
Weik Capital Management
Pennsylvania
$36M -$4.21M 5 17.02% Reduced
2021
SSI
Scott & Selber Inc
Texas
$35.9M -$81.3K 4 14.03% Reduced
2022
Wellington Shields & Co
Wellington Shields & Co
New York
$35.8M -$1.88M 7 8.42% Reduced
2023
Beverly Hills Private Wealth
Beverly Hills Private Wealth
California
$35.8M +$11.7M 9 5.89% Increased
2024
Great Lakes Retirement
Great Lakes Retirement
Ohio
$35.8M +$459K 3 6.33% Increased
2025
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$35.8M +$68.5K 6 10.73% Increased