← All themes

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
1926
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$18.7M +$5.86M 3 7.3% Increased
1927
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$18.6M +$3.44M 4 10.47% Increased
1928
Altium Wealth Management
Altium Wealth Management
New York
$18.5M +$1.26M 6 2.69% Increased
1929
Garde Capital
Garde Capital
Washington
$18.5M +$1.21M 7 3.03% Increased
1930
Capital City Trust
Capital City Trust
Florida
$18.5M -$445K 5 7.62% Reduced
1931
LJHT
Laurie J. Hall Trustee
$18.4M -$413K 9 9.57% Reduced
1932
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands
Netherlands
$18.4M -$1.05M 3 3.3% Reduced
1933
DA
DSC Advisors
Illinois
$18.4M -$148K 6 3.23% Reduced
1934
Wellington Shields & Co
Wellington Shields & Co
New York
$18.4M +$518K 8 8.68% Increased
1935
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$18.4M +$969K 5 5.85% Increased
1936
Riverstone Advisors
Riverstone Advisors
Texas
$18.4M +$62.5K 2 14.35% Increased
1937
Court Place Advisors
Court Place Advisors
Maryland
$18.4M +$47K 5 7.22% Increased
1938
Mathes Company
Mathes Company
New York
$18.3M -$78K 4 9.7% Reduced
1939
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$18.3M +$18.6M 3 9.66% New
1940
Scion Asset Management
Scion Asset Management
California
$18.2M +$10.2M 2 19.45% Increased
1941
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$18.2M +$367K 4 7.99% Increased
1942
Private Capital Advisors
Private Capital Advisors
Connecticut
$18.1M +$68K 5 5.12% Increased
1943
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$18.1M -$4M 3 12.46% Reduced
1944
Greenline Partners
Greenline Partners
New York
$18.1M -$628K 4 5.7% Reduced
1945
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$18M -$4.65M 5 2.24% Reduced
1946
Sargent Investment Group
Sargent Investment Group
Maryland
$18M +$271K 6 8.23% Increased
1947
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$18M -$1.43M 5 7.07% Reduced
1948
Brian C. Broderick
Brian C. Broderick
$18M +$23.8K 5 6.29% Increased
1949
Telos Capital Management
Telos Capital Management
California
$18M +$572K 7 5.27% Increased
1950
Cozad Asset Management
Cozad Asset Management
Illinois
$18M -$259K 6 5.21% Reduced