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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
Cozad Asset Management
Cozad Asset Management
Illinois
$15.6M +$112K 6 5.4% Increased
1952
Sound View Wealth Advisors
Sound View Wealth Advisors
Georgia
$15.6M +$16.7M 7 5.66% New
1953
West Branch Capital
West Branch Capital
Massachusetts
$15.6M -$188K 7 16.44% Reduced
1954
SWK
Stephen W. Kidder
$15.6M -$935K 5 6.88% Reduced
1955
CMH Wealth Management
CMH Wealth Management
New Hampshire
$15.5M +$115K 3 9.35% Increased
1956
Capital City Trust
Capital City Trust
Florida
$15.5M -$565K 5 7.06% Reduced
1957
M Holdings Securities
M Holdings Securities
Oregon
$15.5M +$1.78M 9 4.81% Increased
1958
Thames Capital Management
Thames Capital Management
New Jersey
$15.5M -$15.2M 1 6.52% Reduced
1959
Cypress Capital Group
Cypress Capital Group
Florida
$15.4M -$4.37M 8 3.54% Reduced
1960
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$15.4M -$40.7K 2 6.37% Reduced
1961
First Mercantile Trust
First Mercantile Trust
Tennessee
$15.4M -$3.09M 14 3.73% Reduced
1962
First Nebraska Trust
First Nebraska Trust
Nebraska
$15.4M -$1.77M 7 3.13% Reduced
1963
Lourd Capital
Lourd Capital
California
$15.4M +$234K 6 1.19% Increased
1964
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$15.4M -$327K 3 6.41% Reduced
1965
CCM
Consolidated Capital Management
California
$15.4M +$1.89M 3 12.46% Increased
1966
Brian C. Broderick
Brian C. Broderick
$15.3M -$659K 5 6.46% Reduced
1967
ARS Wealth Advisors
ARS Wealth Advisors
Florida
$15.3M -$19.4K 6 5.6% Reduced
1968
Avalon Global Asset Management
Avalon Global Asset Management
California
$15.3M +$498K 3 9.28% Increased
1969
AIM
Act II Management
New York
$15.3M $0 2 13.68% Maintained
1970
Fidelity National Financial
Fidelity National Financial
Florida
$15.3M +$6.68M 1 3.07% Increased
1971
LCAM
Lee Capital Asset Management
New York
$15.3M +$16.3M 3 17.83% New
1972
GSA Capital Partners
GSA Capital Partners
United Kingdom
$15.2M -$6.34M 15 1.76% Reduced
1973
GCM
Gabalex Capital Management
New York
$15.2M $0 1 4.77% Maintained
1974
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$15.2M -$997K 6 3.23% Reduced
1975
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$15.2M +$3.61M 5 2.16% Increased