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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
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$10.9M -$405K 6 4.96% Reduced
1977
MCA
Mercer Capital Advisers
New Jersey
$10.9M -$85.3K 6 8.08% Reduced
1978
RCA
Rex Capital Advisors
Rhode Island
$10.9M $0 1 8.5% Maintained
1979
Bell Bank
Bell Bank
North Dakota
$10.9M -$74.7K 6 3.16% Reduced
1980
Clearstead Trust
Clearstead Trust
Maine
$10.9M +$83K 6 8.08% Increased
1981
HIS
Horizon Investment Services
Indiana
$10.9M -$192K 4 4.61% Reduced
1982
NCM
Neumann Capital Management
California
$10.9M -$904K 4 6.72% Reduced
1983
AE Wealth Management
AE Wealth Management
Kansas
$10.8M +$1.31M 7 1.01% Increased
1984
HIM
Hutchens Investment Management
New Hampshire
$10.8M -$1.43M 6 9.82% Reduced
1985
Verition Fund Management
Verition Fund Management
Connecticut
$10.8M -$2.78M 10 0.87% Reduced
1986
BGC
Blue Granite Capital
South Carolina
$10.8M +$1.9M 6 7.46% Increased
1987
SCI
Stableford Capital II
Arizona
$10.8M +$629K 5 7.83% Increased
1988
WPIC
White Pine Investment Company
Michigan
$10.8M -$244K 2 5.73% Reduced
1989
CS
Credential Securities
$10.8M +$108K 7 2.89% Increased
1990
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$10.7M +$37.4K 6 5% Increased
1991
GCM
Garland Capital Management
Washington
$10.7M -$82.5K 2 6.87% Reduced
1992
STB
S&T Bank
Pennsylvania
$10.7M -$217K 1 1.92% Reduced
1993
TWMP
Taylor Wealth Management Partners
Massachusetts
$10.7M -$260K 3 4.79% Reduced
1994
Peconic Partners
Peconic Partners
New York
$10.7M +$487K 1 1.73% Increased
1995
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$10.7M -$113K 10 3.73% Reduced
1996
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$10.7M -$404K 6 1.66% Reduced
1997
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$10.7M -$937K 2 8.12% Reduced
1998
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$10.7M +$424K 7 5.68% Increased
1999
OIMU
Orbis Investment Management (US)
California
$10.6M -$5.44M 2 6.63% Reduced
2000
DIS
Diversified Investment Strategies
Louisiana
$10.6M -$36.4K 2 10.28% Reduced