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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
Westwind Capital
Westwind Capital
New Mexico
$46.9M -$2.16M 4 11.87% Reduced
2002
Wilsey Asset Management
Wilsey Asset Management
California
$46.9M +$40.5K 1 9.56% Increased
2003
Executive Wealth Management
Executive Wealth Management
Michigan
$46.9M -$794K 6 4.11% Reduced
2004
Angeles Wealth Management
Angeles Wealth Management
California
$46.9M +$1.33M 6 4.69% Increased
2005
Merriman Wealth Management
Merriman Wealth Management
Washington
$46.8M +$94.4K 6 2.08% Increased
2006
L1 Capital International
L1 Capital International
Australia
$46.7M +$2.94M 3 20.8% Increased
2007
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$46.7M +$823K 12 7.89% Increased
2008
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$46.6M +$1.58M 4 1.99% Increased
2009
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$46.6M +$530K 6 8.75% Increased
2010
NG
Northstar Group
New York
$46.5M +$208K 6 9.14% Increased
2011
United Bank (Virginia)
United Bank (Virginia)
Virginia
$46.5M -$4.63M 5 5.55% Reduced
2012
BWCP LP
BWCP LP
Texas
$46.4M +$15.2M 2 11.89% Increased
2013
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$46.4M -$1.25M 6 7.81% Reduced
2014
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$46.3M +$2.64M 11 7.23% Increased
2015
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$46.3M -$2.8M 5 6.84% Reduced
2016
Capital City Trust
Capital City Trust
Florida
$46.2M -$735K 6 12.86% Reduced
2017
Segment Wealth Management
Segment Wealth Management
Texas
$46.2M +$644K 7 3.51% Increased
2018
Financial Avengers
Financial Avengers
California
$46.2M +$155K 7 24.43% Increased
2019
Verde Servicos Internacionais
Verde Servicos Internacionais
Brazil
$46.1M +$6.79M 3 17.18% Increased
2020
BFSG LLC
BFSG LLC
California
$46.1M +$665K 10 6.09% Increased
2021
Premier Path Wealth Partners
Premier Path Wealth Partners
New Jersey
$46.1M -$753K 7 8.67% Reduced
2022
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$46.1M -$1.23M 9 10.96% Reduced
2023
Wellington Shields & Co
Wellington Shields & Co
New York
$46.1M -$491K 6 15.44% Reduced
2024
Polaris Capital Management
Polaris Capital Management
Massachusetts
$45.8M -$5.18M 1 2.28% Reduced
2025
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$45.8M -$182K 5 6.14% Reduced