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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
Telos Capital Management
Telos Capital Management
California
$4.87M -$152K 4 2.97% Reduced
1977
LC
Lincoln Capital
Nebraska
$4.87M +$4.94M 3 4.22% New
1978
POA
Pergamon Offshore Advisors
New York
$4.86M +$4.8M 4 4.55% New
1979
SBWM
Sunflower Bank Wealth Management
Arizona
$4.86M +$215K 3 1.55% Increased
1980
WA
Wheatland Advisors
Pennsylvania
$4.83M +$141 3 4.7% Increased
1981
RIG
Renaissance Investment Group
Massachusetts
$4.82M -$81.4K 3 2.27% Reduced
1982
HMS
Hanseatic Management Services
New Mexico
$4.81M -$5.57M 3 2.47% Reduced
1983
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$4.78M +$424K 5 3.27% Increased
1984
Harvey Partners
Harvey Partners
New York
$4.78M +$4.84M 1 1.56% New
1985
Sentinel Trust
Sentinel Trust
Texas
$4.77M -$4.05M 4 1.35% Reduced
1986
RAM
Redmond Asset Management
Virginia
$4.76M -$1.77M 3 2.37% Reduced
1987
Fort Point Capital Partners
Fort Point Capital Partners
California
$4.76M +$1.47M 3 3.53% Increased
1988
Braver Wealth Management
Braver Wealth Management
Massachusetts
$4.76M +$1.78M 2 0.97% Increased
1989
Stockman Wealth Management
Stockman Wealth Management
Montana
$4.75M +$4.83M 2 4.06% New
1990
BCM
Birmingham Capital Management
Alabama
$4.75M +$121K 1 1.83% Increased
1991
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$4.74M -$313K 2 1.59% Reduced
1992
CS
Credential Securities
$4.74M +$51K 4 3.07% Increased
1993
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$4.72M +$72.6K 2 3.08% Increased
1994
OA
Outfitter Advisors
Virginia
$4.72M +$328K 3 1.8% Increased
1995
IAM
ICM Asset Management
Washington
$4.71M +$570K 2 4.81% Increased
1996
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$4.71M -$7.2M 8 3.01% Reduced
1997
MSWM
Mader & Shannon Wealth Management
Missouri
$4.71M -$2.78M 1 3.17% Reduced
1998
MBT
Monroe Bank & Trust
Michigan
$4.71M +$360K 5 1.59% Increased
1999
LCP
Legacy Capital Partners
Wisconsin
$4.7M -$493K 4 3.01% Reduced
2000
PH
Pinnacle Holdings
Oklahoma
$4.7M -$166K 3 1.55% Reduced