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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
BCM
Bayesian Capital Management
New York
$8.65M +$1M 7 2.15% Increased
1977
AF
AMG Funds
Connecticut
$8.65M -$296K 4 4.72% Reduced
1978
FSA
Financial Sense Advisors
California
$8.64M +$1.14M 2 5.51% Increased
1979
CWM
Concentric Wealth Management
California
$8.64M +$8.55M 5 7.24% New
1980
CSA
Cottage Street Advisors
Massachusetts
$8.61M +$295K 5 6.56% Increased
1981
WC
Whitnell & Co
Illinois
$8.59M -$434K 7 3.99% Reduced
1982
WIA
Westbourne Investment Advisors
Maryland
$8.59M +$317K 4 7.51% Increased
1983
Trust Company
Trust Company
Kansas
$8.58M -$214K 6 4.36% Reduced
1984
ITIM
Indiana Trust & Investment Management
Indiana
$8.57M -$76.7K 6 4.44% Reduced
1985
PAM
Princeton Alpha Management
New Jersey
$8.56M -$4.57M 7 1.76% Reduced
1986
IWMPD
Integrated Wealth Management (Palm Desert)
California
$8.55M -$286K 7 3.19% Reduced
1987
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$8.54M -$154K 6 0.9% Reduced
1988
HIS
Horizon Investment Services
Indiana
$8.49M +$2.34M 3 4.02% Increased
1989
BCCM
Bridge Creek Capital Management
Massachusetts
$8.49M -$107K 5 4.78% Reduced
1990
Amarillo National Bank
Amarillo National Bank
Texas
$8.48M +$89.8K 6 3.15% Increased
1991
CS
Credential Securities
$8.46M +$398K 5 3.37% Increased
1992
Signet Financial Management
Signet Financial Management
New Jersey
$8.41M -$1.78M 5 2.01% Reduced
1993
CIA
Covington Investment Advisors
Pennsylvania
$8.41M -$53.5K 2 3.57% Reduced
1994
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$8.38M +$129K 5 4.16% Increased
1995
MC
Marcus Capital
Illinois
$8.37M +$3.03M 3 9.02% Increased
1996
Azzad Asset Management
Azzad Asset Management
Virginia
$8.37M +$259K 5 3.45% Increased
1997
Laurion Capital Management
Laurion Capital Management
New York
$8.36M +$1.57M 5 0.08% Increased
1998
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$8.36M +$8.27M 8 5.05% New
1999
HBK Investments
HBK Investments
Texas
$8.34M -$157M 2 0.08% Reduced
2000
VW
Vantage Wealth
California
$8.33M -$246K 1 4.58% Reduced