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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
MAA
Mraz Amerine & Associates
California
$4.91M -$29.2K 2 1.89% Reduced
1952
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
$4.9M +$255K 2 5.78% Increased
1953
MHIM
MacNealy Hoover Investment Management
Ohio
$4.9M +$11.2K 3 4.3% Increased
1954
Atika Capital Management
Atika Capital Management
New York
$4.9M +$5.81K 1 3.76% Increased
1955
Acropolis Investment Management
Acropolis Investment Management
Missouri
$4.89M +$412K 4 0.98% Increased
1956
WCM
Wunderlich Capital Managemnt
Tennessee
$4.89M -$57.1K 4 4.39% Reduced
1957
NBC
Neuberger Berman Canada
Ontario, Canada
$4.89M +$375K 3 0.76% Increased
1958
WCAM
West Coast Asset Management
California
$4.89M -$104K 2 9.12% Reduced
1959
GC
Gratry & Company
Ohio
$4.88M -$1.15M 2 2.56% Reduced
1960
OA
Outfitter Advisors
Virginia
$4.88M +$309K 3 1.9% Increased
1961
SSI Investment Management
SSI Investment Management
California
$4.88M +$353K 5 0.48% Increased
1962
PAM
Princeton Alpha Management
New Jersey
$4.88M -$2.55M 5 1.11% Reduced
1963
IMS
Index Management Solutions
Pennsylvania
$4.88M +$1.68M 8 0.56% Increased
1964
Portland Global Advisors
Portland Global Advisors
Maine
$4.87M +$27.5K 3 2.52% Increased
1965
Novare Capital Management
Novare Capital Management
North Carolina
$4.85M -$310K 3 1.19% Reduced
1966
AIA Group
AIA Group
Hong Kong
$4.85M +$2.98M 2 5.01% Increased
1967
Sphera Funds Management
Sphera Funds Management
Israel
$4.85M $0 1 0.6% Maintained
1968
American Money Management
American Money Management
California
$4.84M +$92K 3 4.1% Increased
1969
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$4.83M +$331K 4 2.52% Increased
1970
Telemus Capital
Telemus Capital
Michigan
$4.83M -$49.6K 4 1.31% Reduced
1971
FCB
First Citizens Bancorporation
South Carolina
$4.81M -$56.1K 2 3.48% Reduced
1972
SBWM
Sunflower Bank Wealth Management
Arizona
$4.78M +$36.2K 3 1.63% Increased
1973
M Holdings Securities
M Holdings Securities
Oregon
$4.77M +$416K 6 2.66% Increased
1974
SI
Shaker Investments
Ohio
$4.77M +$24.4K 1 3.25% Increased
1975
SPC Financial Inc
SPC Financial Inc
Maryland
$4.77M +$61.9K 3 1.38% Increased