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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
Private Management Group
Private Management Group
California
$57.4M +$8.03M 7 1.86% Increased
2002
Mengis Capital Management
Mengis Capital Management
Oregon
$57.2M -$3.88M 6 12.16% Reduced
2003
McDonough Capital Management
McDonough Capital Management
Florida
$57.2M +$1.17M 3 32.07% Increased
2004
Everhart Financial Group
Everhart Financial Group
Ohio
$57.2M +$2.59M 8 6.61% Increased
2005
Core Alternative Capital
Core Alternative Capital
Georgia
$57.2M -$3.09M 9 15.64% Reduced
2006
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$57.2M +$5.45M 5 14.11% Increased
2007
CNBTD
Citizens National Bank Trust Department
Mississippi
$57.1M +$149K 6 11.39% Increased
2008
Parsifal Capital Management
Parsifal Capital Management
Connecticut
$57.1M +$4.92M 1 4.84% Increased
2009
Capital City Trust
Capital City Trust
Florida
$57.1M -$1.38M 6 14.8% Reduced
2010
Symmetry Investments
Symmetry Investments
Jersey
$57M +$5.24M 5 3.94% Increased
2011
Nicolet Advisory Services
Nicolet Advisory Services
Wisconsin
$57M +$1.44M 6 4.85% Increased
2012
Montag & Caldwell
Montag & Caldwell
Georgia
$56.9M -$8.25M 6 12.46% Reduced
2013
East Coast Asset Management
East Coast Asset Management
Massachusetts
$56.9M -$1.44M 5 18.88% Reduced
2014
Aspiriant LLC
Aspiriant LLC
California
$56.9M -$1.19M 7 1.81% Reduced
2015
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$56.8M $0 4 10.08% Maintained
2016
NTV Asset Management
NTV Asset Management
West Virginia
$56.7M +$614K 9 6.78% Increased
2017
NM
NWI Management
New York
$56.7M -$57.8M 4 2.94% Reduced
2018
Arjuna Capital
Arjuna Capital
North Carolina
$56.7M -$1.58M 7 14.94% Reduced
2019
FAS Wealth Partners
FAS Wealth Partners
Kansas
$56.6M +$2.43M 8 4.19% Increased
2020
Apollon Financial
Apollon Financial
South Carolina
$56.6M +$237K 8 11.82% Increased
2021
Guardian Partners
Guardian Partners
Canada
$56.6M +$68.8K 5 5.09% Increased
2022
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$56.6M +$1.24M 8 10.53% Increased
2023
FIM
FWL Investment Management
Texas
$56.5M +$190K 8 17.3% Increased
2024
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$56.5M +$457K 6 8.12% Increased
2025
Stonebridge Capital Management
Stonebridge Capital Management
California
$56.5M -$21.7K 6 22.09% Reduced