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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
Premier Fund Managers
Premier Fund Managers
United Kingdom
$41.5M +$5.76M 4 1.79% Increased
2002
Capital City Trust
Capital City Trust
Florida
$41.5M +$1.43K 6 12.33% Increased
2003
Soditic Asset Management
Soditic Asset Management
United Kingdom
$41.4M -$1.56M 2 30.09% Reduced
2004
Wellington Shields & Co
Wellington Shields & Co
New York
$41.4M -$889K 6 15.27% Reduced
2005
Foyston, Gordon, & Payne
Foyston, Gordon, & Payne
Ontario, Canada
$41.4M -$7.89M 2 10.4% Reduced
2006
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$41.4M +$10.4M 3 27.53% Increased
2007
Merriman Wealth Management
Merriman Wealth Management
Washington
$41.4M +$35.3K 6 2.01% Increased
2008
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$41.3M +$13.9M 5 5.88% Increased
2009
Centaurus Financial
Centaurus Financial
California
$41.3M +$2.99M 15 3.14% Increased
2010
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.2M +$242K 19 2.25% Increased
2011
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$41.2M -$2.15M 5 4.29% Reduced
2012
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$41.1M +$27M 3 1.88% Increased
2013
Georgetown University
Georgetown University
District of Columbia
$41M +$2.85K 4 14.03% Increased
2014
Northwest Capital Management
Northwest Capital Management
Oregon
$41M -$843K 12 13.75% Reduced
2015
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$41M +$5.17M 2 4.24% Increased
2016
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$40.9M -$980K 6 3.62% Reduced
2017
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$40.8M -$642K 7 6.76% Reduced
2018
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$40.8M -$48.6K 6 8.93% Reduced
2019
Edgar Lomax Company
Edgar Lomax Company
Virginia
$40.8M -$1.51M 1 2.67% Reduced
2020
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$40.7M -$379K 5 5.81% Reduced
2021
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$40.7M -$2.01M 6 2.32% Reduced
2022
Marietta Wealth Management
Marietta Wealth Management
Georgia
$40.7M +$706K 4 7.24% Increased
2023
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$40.7M +$13.1K 13 7.61% Increased
2024
VST
Van Strum & Towne
California
$40.6M -$1.54M 5 15.93% Reduced
2025
Cadinha & Co
Cadinha & Co
Hawaii
$40.6M +$20.3M 4 6.48% Increased