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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
RC
Raine Capital
New York
$7.59M +$7.18M 1 6.33% New
1952
Herald Investment Management
Herald Investment Management
United Kingdom
$7.58M $0 6 3.17% Maintained
1953
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$7.58M +$2.21M 9 2.23% Increased
1954
SFU
Stonehage Fleming (UK)
United Kingdom
$7.58M +$448K 5 3.45% Increased
1955
BCCM
Bridge Creek Capital Management
Massachusetts
$7.58M +$7.29M 5 4.58% New
1956
ACM
Argentus Capital Management
Texas
$7.58M -$15.5M 8 2.36% Reduced
1957
CIC
Chase Investment Counsel
Virginia
$7.57M +$2.89M 1 3.02% Increased
1958
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$7.57M -$124K 6 0.92% Reduced
1959
Hills Bank & Trust
Hills Bank & Trust
Iowa
$7.57M +$49.1K 4 2.86% Increased
1960
WA
WealthTrust Axiom
Pennsylvania
$7.56M -$1.12M 4 3% Reduced
1961
RP
Raiff Partners
New York
$7.55M +$7.1M 2 11.29% New
1962
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$7.52M +$5.9M 2 4.83% Increased
1963
Sonora Investment Management
Sonora Investment Management
Arizona
$7.52M +$3.48M 9 1.96% Increased
1964
BFA
Benedict Financial Advisors
Georgia
$7.52M -$91.2K 2 4.77% Reduced
1965
HFS
Haverford Financial Services
Pennsylvania
$7.52M -$1.41M 2 3.21% Reduced
1966
GIM
Guild Investment Management
California
$7.51M +$3.55M 3 24.11% Increased
1967
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$7.5M +$7.46M 4 4.39% New
1968
LRIC
Long Road Investment Counsel
Michigan
$7.47M +$255K 4 6.14% Increased
1969
LVP
Limestone Value Partners
Texas
$7.44M -$1.01M 2 6.95% Reduced
1970
Financial Engines Advisors
Financial Engines Advisors
California
$7.41M +$4.01M 1 5.92% Increased
1971
TNAM
Terra Nova Asset Management
New York
$7.4M -$209K 4 8.22% Reduced
1972
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$7.39M -$115K 2 6.8% Reduced
1973
FTB
First Trust Bank
Bahamas
$7.39M $0 1 15.45% Maintained
1974
LK
Lumbard & Kellner
New Hampshire
$7.38M -$1.02M 2 5.43% Reduced
1975
WIA
Westbourne Investment Advisors
Maryland
$7.37M +$91.3K 4 7.12% Increased