← All themes

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
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$27.3M +$8.61M 3 0.96% Increased
1952
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$27.3M +$6.83M 8 0.81% Increased
1953
Atwood & Palmer
Atwood & Palmer
Missouri
$27.3M -$443K 9 3.43% Reduced
1954
Ashmore Group
Ashmore Group
United Kingdom
$27.2M -$15.8M 1 6.23% Reduced
1955
CCC
Chelsea Counsel Company
California
$27.2M -$1.26M 5 16.09% Reduced
1956
Capital City Trust
Capital City Trust
Florida
$27.2M +$273K 6 9.97% Increased
1957
Marvin & Palmer Associates
Marvin & Palmer Associates
Delaware
$27.1M +$1.23M 4 14.32% Increased
1958
Adero Partners
Adero Partners
California
$27.1M +$7.63M 7 21.71% Increased
1959
Belvedere Trading
Belvedere Trading
Illinois
$27.1M +$27M 1 2.39% Increased
1960
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$27.1M -$276K 6 3.82% Reduced
1961
Odey Asset Management Group
Odey Asset Management Group
United Kingdom
$27.1M +$884K 5 3.67% Increased
1962
NG
Northstar Group
New York
$27M +$1.26M 7 9.3% Increased
1963
Hamilton Wealth
Hamilton Wealth
California
$27M -$964K 5 15.11% Reduced
1964
QV Investors
QV Investors
Alberta, Canada
$27M -$10M 2 1.83% Reduced
1965
Monetta Financial Services
Monetta Financial Services
Illinois
$26.9M -$2.51M 4 22.75% Reduced
1966
L.J. Altfest & Co
L.J. Altfest & Co
New York
$26.9M +$85.4K 9 7.16% Increased
1967
Precept Management
Precept Management
Texas
$26.9M $0 2 6.6% Maintained
1968
Manchester Capital Management
Manchester Capital Management
Vermont
$26.9M -$5.89M 14 4.18% Reduced
1969
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$26.9M -$4.26M 5 17.19% Reduced
1970
MKP Capital Management
MKP Capital Management
New York
$26.8M +$12.4M 3 7.05% Increased
1971
Wittenberg Investment Management
Wittenberg Investment Management
Massachusetts
$26.8M -$391K 3 14.37% Reduced
1972
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26.7M -$486K 13 10.29% Reduced
1973
Cubic Asset Management
Cubic Asset Management
Massachusetts
$26.7M -$836K 5 9.58% Reduced
1974
ECM
EagleClaw Capital Management
Massachusetts
$26.7M -$611K 6 9.35% Reduced
1975
Bruderman Asset Management
Bruderman Asset Management
New York
$26.7M +$811K 7 8.75% Increased