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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
CIP
Centerline Investment Partners
New York
$4.02M -$3.8K 1 3.48% Reduced
1977
Formidable Asset Management
Formidable Asset Management
Ohio
$3.97M -$1.13M 6 2.4% Reduced
1978
Wilkins Investment Counsel
Wilkins Investment Counsel
Massachusetts
$3.96M -$81.9K 2 1.4% Reduced
1979
Wealthfront
Wealthfront
California
$3.96M +$1.39M 9 0.34% Increased
1980
CSUI
Cincinnati Specialty Underwriters Insurance
Ohio
$3.95M $0 2 4.85% Maintained
1981
Campbell & Co Investment Adviser
Campbell & Co Investment Adviser
Maryland
$3.95M -$853K 1 1.58% Reduced
1982
MM
Meridian Management
Arkansas
$3.94M -$8.23K 2 2.94% Reduced
1983
ACI
Advance Capital I
Michigan
$3.93M +$2.88M 3 1.85% Increased
1984
PWS
Peloton Wealth Strategists
Indiana
$3.9M +$348K 3 3.43% Increased
1985
Verition Fund Management
Verition Fund Management
Connecticut
$3.88M -$2.54M 7 0.42% Reduced
1986
One Capital Management
One Capital Management
California
$3.87M -$1.71K 4 1.56% Reduced
1987
FIM
Freedom Investment Management
Connecticut
$3.87M -$192K 6 0.65% Reduced
1988
PAM
Peninsula Asset Management
Florida
$3.86M -$77.7K 2 3.18% Reduced
1989
RT
Reliance Trust
Georgia
$3.86M -$1.25M 3 4.33% Reduced
1990
VIA
Vantage Investment Advisors
Pennsylvania
$3.84M +$83.4K 8 2.35% Increased
1991
JAM
Jolley Asset Management
North Carolina
$3.8M +$349K 4 2.79% Increased
1992
CC
Columbia Capital
California
$3.79M -$2.47M 2 2.99% Reduced
1993
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$3.77M +$160K 3 2.24% Increased
1994
QSS
Quantitative Systematic Strategies
Florida
$3.76M +$2.72M 3 2.7% Increased
1995
SG
Somerset Group
Minnesota
$3.75M -$39K 3 3.41% Reduced
1996
WIL
Winifred I. Li
$3.75M -$79.8K 7 3.19% Reduced
1997
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$3.74M +$97.1K 2 0.14% Increased
1998
B. Riley Wealth Management
B. Riley Wealth Management
Tennessee
$3.73M +$233K 6 2.42% Increased
1999
OIM
Orca Investment Management
Oregon
$3.72M -$3.6K 3 2.94% Reduced
2000
PI
Pettee Investors
Connecticut
$3.7M $0 2 3.37% Maintained