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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
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$9.6M +$2.13M 1 5.83% Increased
1977
DWM
Dorchester Wealth Management
Quebec, Canada
$9.6M -$75.3K 3 3.35% Reduced
1978
Stanley Capital Management
Stanley Capital Management
Texas
$9.6M $0 3 5.99% Maintained
1979
Telos Capital Management
Telos Capital Management
California
$9.6M -$218K 5 4% Reduced
1980
Oarsman Capital
Oarsman Capital
Wisconsin
$9.6M +$2.13M 6 4.47% Increased
1981
Trust Company
Trust Company
Kansas
$9.6M +$15.8K 6 4.36% Increased
1982
Seven Eight Capital
Seven Eight Capital
New York
$9.6M +$6.81M 5 1.86% Increased
1983
Herald Investment Management
Herald Investment Management
United Kingdom
$9.6M +$1.23M 6 3.51% Increased
1984
MPAM
Murphy Pohlad Asset Management
Minnesota
$9.6M -$22.8K 4 7.05% Reduced
1985
HA
Harbor Advisors
Florida
$9.5M +$1.88M 5 4.06% Increased
1986
Isthmus Partners
Isthmus Partners
Wisconsin
$9.5M -$105K 6 2.8% Reduced
1987
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$9.5M +$987K 5 4.14% Increased
1988
SCM
Stellar Capital Management
Arizona
$9.5M -$116K 5 7.23% Reduced
1989
HIS
Horizon Investment Services
Indiana
$9.5M +$104K 4 4.24% Increased
1990
CSC
Cove Street Capital
California
$9.49M +$4.7M 1 1% Increased
1991
SCM
Salem Capital Management
Massachusetts
$9.48M -$219K 2 5.26% Reduced
1992
AP
Archon Partners
New Jersey
$9.47M $0 1 2.22% Maintained
1993
LPIC
LeJeune Puetz Investment Counsel
Michigan
$9.45M +$35.2K 6 6.79% Increased
1994
AIA
Allegis Investment Advisors
Idaho
$9.44M +$1.97M 5 2.48% Increased
1995
Bell Bank
Bell Bank
North Dakota
$9.43M -$804K 6 3.5% Reduced
1996
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$9.41M -$1.81M 7 2.74% Reduced
1997
CIA
Covington Investment Advisors
Pennsylvania
$9.39M +$107K 2 3.75% Increased
1998
SCM
SOL Capital Management
Maryland
$9.38M -$333K 7 2.66% Reduced
1999
CS
Credential Securities
$9.35M +$170K 5 3.28% Increased
2000
NI
Nepsis Inc
Minnesota
$9.34M -$849K 2 4.78% Reduced