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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
LJHT
Laurie J. Hall Trustee
$21.6M -$92.2K 9 9.97% Reduced
1952
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$21.6M +$1.59M 4 8.15% Increased
1953
Nexpoint Asset Management
Nexpoint Asset Management
Texas
$21.6M +$360K 4 1.64% Increased
1954
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$21.6M -$903K 1 1.18% Reduced
1955
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.6M +$1.05M 9 6.79% Increased
1956
FBP
Flippin Bruce & Porter
Virginia
$21.6M -$6.14M 2 3.72% Reduced
1957
Harber Asset Management
Harber Asset Management
North Carolina
$21.6M +$1.04M 2 5.07% Increased
1958
Seven Eight Capital
Seven Eight Capital
New York
$21.5M -$14.7M 6 1.14% Reduced
1959
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$21.5M -$1.2M 4 5.6% Reduced
1960
Riverpark Capital Management
Riverpark Capital Management
New York
$21.5M -$45.7M 6 18.98% Reduced
1961
Wolverine Asset Management
Wolverine Asset Management
Illinois
$21.5M +$19.2M 6 0.25% Increased
1962
Private Management Group
Private Management Group
California
$21.5M +$1.68M 3 1.06% Increased
1963
Blue Grotto Capital
Blue Grotto Capital
Georgia
$21.5M +$20M 3 16.88% New
1964
Prospector Partners
Prospector Partners
Connecticut
$21.5M +$35.6K 2 3.01% Increased
1965
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$21.4M -$2.97M 5 11.42% Reduced
1966
MYCIO Wealth Partners
MYCIO Wealth Partners
Pennsylvania
$21.4M +$1.34M 7 1.39% Increased
1967
tru Independence
tru Independence
Oregon
$21.4M +$20.3M 16 3.08% New
1968
BCA
Bray Capital Advisors
Florida
$21.3M +$362K 9 7.6% Increased
1969
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3M -$12.2M 8 1.93% Reduced
1970
FPFS
First Personal Financial Services
North Carolina
$21.3M -$2.06M 11 6.9% Reduced
1971
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$21.3M +$20.5M 1 18.55% New
1972
Adalta Capital Management
Adalta Capital Management
New York
$21.2M -$1.48M 4 13.37% Reduced
1973
Intersect Capital
Intersect Capital
California
$21.2M +$191K 7 7.1% Increased
1974
Brian C. Broderick
Brian C. Broderick
$21.1M -$173K 5 6.85% Reduced
1975
Arjuna Capital
Arjuna Capital
North Carolina
$21.1M -$489K 5 15.3% Reduced