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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
NIC
Northwest Investment Counselors
Oregon
$17.9M +$298K 5 6.94% Increased
1952
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$17.9M +$3.16M 5 10.01% Increased
1953
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$17.9M -$482K 5 3.48% Reduced
1954
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$17.9M +$160K 3 6.52% Increased
1955
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$17.9M -$2.81M 4 7.84% Reduced
1956
Mathes Company
Mathes Company
New York
$17.8M -$596K 4 9.07% Reduced
1957
Emerald Advisers
Emerald Advisers
Pennsylvania
$17.8M +$18.2K 5 0.72% Increased
1958
Avalon Global Asset Management
Avalon Global Asset Management
California
$17.8M $0 3 9.49% Maintained
1959
Acorn Advisory Capital
Acorn Advisory Capital
New York
$17.8M +$10.3M 2 31.53% Increased
1960
10-15 Associates
10-15 Associates
New York
$17.7M +$953K 4 3.81% Increased
1961
Bar Harbor Trust Services
Bar Harbor Trust Services
Maine
$17.7M -$1.06M 4 9.86% Reduced
1962
GCM
Gabalex Capital Management
New York
$17.7M $0 1 5.11% Maintained
1963
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$17.7M -$1.72M 6 5.15% Reduced
1964
Brian C. Broderick
Brian C. Broderick
$17.7M +$16K 5 6.31% Increased
1965
LJHT
Laurie J. Hall Trustee
$17.7M +$45.7K 9 9.3% Increased
1966
WEC
White Elm Capital
Connecticut
$17.6M -$1.91M 1 4.64% Reduced
1967
QCI
Quaker Capital Investments
Pennsylvania
$17.6M $0 3 6.72% Maintained
1968
L.J. Altfest & Co
L.J. Altfest & Co
New York
$17.6M +$5.54M 10 4.28% Increased
1969
Highbridge Capital Management
Highbridge Capital Management
New York
$17.5M -$9.7M 3 0.54% Reduced
1970
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$17.5M -$911K 4 4.39% Reduced
1971
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$17.4M +$12.1M 3 7.3% Increased
1972
Arlington Capital Management
Arlington Capital Management
Illinois
$17.4M +$16.5M 1 9.39% New
1973
Darwin Wealth Management
Darwin Wealth Management
Florida
$17.3M +$4.98M 6 5.71% Increased
1974
TLW Wealth Management
TLW Wealth Management
Florida
$17.3M +$16.3M 3 18.48% New
1975
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.3M -$24.1K 8 6.35% Reduced