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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
BKA
Brick & Kyle Associates
Pennsylvania
$7.4M +$2.25M 9 6.06% Increased
1977
ED
Exane Derivatives
France
$7.38M +$2.85M 10 1.22% Increased
1978
HLA
Hamilton Lane Advisors
Pennsylvania
$7.36M +$1.26M 2 3.56% Increased
1979
LK
Lumbard & Kellner
New Hampshire
$7.35M -$3.33M 3 5.4% Reduced
1980
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$7.34M +$437K 6 3.53% Increased
1981
SSP
Sapphire Star Partners
Washington
$7.31M -$5.51M 2 9.35% Reduced
1982
GCP
Garelick Capital Partners
Massachusetts
$7.29M +$2.19M 2 5.58% Increased
1983
LRIC
Long Road Investment Counsel
Michigan
$7.27M -$247K 3 5.69% Reduced
1984
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$7.26M -$79.9M 9 5.08% Reduced
1985
LCM
Lucas Capital Management
New Jersey
$7.25M -$785K 6 5.13% Reduced
1986
Members Trust
Members Trust
Florida
$7.25M +$7.18M 3 0.47% New
1987
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$7.2M -$832K 5 1.57% Reduced
1988
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$7.14M +$201K 6 4.1% Increased
1989
YP
YG Partners
New York
$7.11M +$1.4M 1 3.86% Increased
1990
Dean Investment Associates
Dean Investment Associates
Ohio
$7.09M -$72.6K 2 1.39% Reduced
1991
BA
BKS Advisors
Michigan
$7.09M -$3M 5 3.65% Reduced
1992
CSA
Cottage Street Advisors
Massachusetts
$7.08M +$476K 5 5.74% Increased
1993
LSCM
LaSalle Street Capital Management
Illinois
$7.07M $0 5 6.75% Maintained
1994
IFC Holdings
IFC Holdings
Florida
$7.07M +$264K 7 0.8% Increased
1995
CWA Asset Management Group
CWA Asset Management Group
Florida
$7.07M +$5.92M 5 4.31% Increased
1996
CIC
Chase Investment Counsel
Virginia
$7.05M -$219K 2 3.12% Reduced
1997
Univest Financial
Univest Financial
Pennsylvania
$7.05M -$88.8K 4 3.22% Reduced
1998
Azzad Asset Management
Azzad Asset Management
Virginia
$7.01M -$138K 5 2.99% Reduced
1999
BRR OpCo
BRR OpCo
Ohio
$7M -$236K 5 2.35% Reduced
2000
VW
Vantage Wealth
California
$7M +$170K 1 4.45% Increased