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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
1951
LIM
Loudon Investment Management
New Hampshire
$4.34M -$2.33K 1 3.13% Reduced
1952
IIM
Ironwood Investment Management
Massachusetts
$4.32M -$214K 2 0.63% Reduced
1953
PCM
Princeton Capital Management
New Jersey
$4.31M -$1.95M 3 3.63% Reduced
1954
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$4.3M +$1.12M 2 2.07% Increased
1955
1GA
1st Global Advisors
Texas
$4.3M +$95K 6 0.8% Increased
1956
OA
Outfitter Advisors
Virginia
$4.3M +$1.83M 3 1.7% Increased
1957
FHC
First Houston Capital
Texas
$4.3M +$67.5K 3 4.21% Increased
1958
American Money Management
American Money Management
California
$4.27M -$22.9K 3 3.63% Reduced
1959
SBWM
Sunflower Bank Wealth Management
Arizona
$4.26M +$338K 3 2.06% Increased
1960
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$4.25M -$203K 5 1.88% Reduced
1961
Wilkins Investment Counsel
Wilkins Investment Counsel
Massachusetts
$4.25M +$1.72M 2 1.57% Increased
1962
HLA
Hamilton Lane Advisors
Pennsylvania
$4.23M $0 1 1.7% Maintained
1963
WOC
West Oak Capital
California
$4.2M -$318K 4 3.08% Reduced
1964
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$4.19M -$696K 4 3.49% Reduced
1965
RGNCM
R.G. Niederhoffer Capital Management
New York
$4.13M +$4.28M 3 16.86% New
1966
FIM
Freedom Investment Management
Connecticut
$4.13M +$75.9K 6 0.88% Increased
1967
AB
Atlas Brown
Kentucky
$4.12M -$63.3K 4 2.22% Reduced
1968
NCCM
Nine Chapters Capital Management
New Jersey
$4.12M -$10.6M 3 0.49% Reduced
1969
JC
JBF Capital
Colorado
$4.1M +$3.75M 1 0.63% New
1970
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$4.1M -$17.1K 3 4.8% Reduced
1971
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$4.09M +$611K 4 3.15% Increased
1972
TYCC
Texas Yale Capital Corp
Florida
$4.09M +$1.04M 3 0.57% Increased
1973
MCG
Meru Capital Group
New York
$4.09M +$3.21M 1 1.07% Increased
1974
PAM
Peninsula Asset Management
Florida
$4.09M -$45.3K 2 3.34% Reduced
1975
Telos Capital Management
Telos Capital Management
California
$4.09M -$55.7K 3 2.86% Reduced