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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
1976
WM
WS Management
Florida
$70.2M $0 2 6.13% Maintained
1977
MCM
Mengis Capital Management
Oregon
$70.1M +$2.82M 6 10.66% Increased
1978
KCPG
Kavar Capital Partners Group
Kansas
$70M +$1.01M 5 8.63% Increased
1979
KF
KKM Financial
Illinois
$70M +$33.7M 7 9.59% Increased
1980
FAM
Fulcrum Asset Management
United Kingdom
$70M -$22.6M 13 6.98% Reduced
1981
SLG
Stanley-Laman Group
Pennsylvania
$70M -$4.84M 7 7.11% Reduced
1982
BI
BBFIT Investments
$70M $0 1 6.36% Maintained
1983
CA
Crewe Advisors
Utah
$69.8M +$940K 16 5.06% Increased
1984
TCCM
Timber Creek Capital Management
Massachusetts
$69.8M -$575K 5 14.24% Reduced
1985
IP
Indivisible Partners
Florida
$69.8M +$25.1M 10 3.94% Increased
1986
Koshinski Asset Management
Koshinski Asset Management
Illinois
$69.7M +$2.08M 10 3.71% Increased
1987
HH
HWG Holdings
Texas
$69.7M +$21M 3 15.77% Increased
1988
BAM
Bell Asset Management
Australia
$69.6M -$4.08M 4 18.59% Reduced
1989
TSM
Two Star Manager
Florida
$69.6M -$1.02M 2 28.16% Reduced
1990
RGC
Rubicon Global Capital
United Kingdom
$69.5M -$2.02M 3 25.48% Reduced
1991
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo)
$69.5M +$122M 4 18.55% Increased
1992
RBC
Romano Brothers & Co
Illinois
$69.5M +$71.1K 7 6.98% Increased
1993
CT
Clearstead Trust
Maine
$69.4M -$410K 15 9.07% Reduced
1994
CIEC
Crédit Industriel et Commercial
France
$69.3M +$4.06M 4 4.46% Increased
1995
REST
Retail Employees Superannuation Trust
$69.2M -$60.5M 3 18.55% Reduced
1996
PWM
Palumbo Wealth Management
New York
$69.2M +$3.93M 10 14.49% Increased
1997
DCM
Delaney Capital Management
$69.2M -$3.97M 6 10.95% Reduced
1998
SBCM
Schwerin Boyle Capital Management
Massachusetts
$69.2M -$1.86M 3 8.48% Reduced
1999
Csenge Advisory Group
Csenge Advisory Group
Florida
$69.2M +$459K 11 2.81% Increased
2000
CA
Cornerstone Advisory
Maryland
$69.1M +$141K 7 5.73% Increased