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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
HIC
Harbor Island Capital
Massachusetts
$15.3M -$247K 3 13.88% Reduced
1977
Rice Partnership
Rice Partnership
Hawaii
$15.3M +$1.19M 4 10.1% Increased
1978
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$15.3M -$74K 5 4.03% Reduced
1979
IFG Advisory
IFG Advisory
Georgia
$15.3M +$917K 7 3.15% Increased
1980
GECH
Garnet Equity Capital Holdings
New York
$15.3M -$4.76M 1 13.23% Reduced
1981
WTFG
Wells Trecaso Financial Group
Ohio
$15.3M +$366K 5 14.32% Increased
1982
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$15.3M +$555K 10 5.94% Increased
1983
Simplicity Solutions
Simplicity Solutions
Minnesota
$15.3M +$4.3M 9 1.1% Increased
1984
HFS
Haverford Financial Services
Pennsylvania
$15.2M -$413K 2 5.71% Reduced
1985
Hills Bank & Trust
Hills Bank & Trust
Iowa
$15.1M +$231K 5 4.36% Increased
1986
KC
Kepos Capital
New York
$15.1M +$9.7M 3 0.77% Increased
1987
PHAM
Pacific Heights Asset Management
California
$15.1M $0 1 1.55% Maintained
1988
ECML
Eagle Capital Management (Louisiana)
Louisiana
$15.1M +$108K 4 9.5% Increased
1989
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$15M -$1.61M 3 2.96% Reduced
1990
DR
Davis Rea
Ontario, Canada
$15M -$4.44M 4 9.86% Reduced
1991
Homrich & Berg
Homrich & Berg
Georgia
$15M -$1.7M 7 1.09% Reduced
1992
6 Meridian
6 Meridian
Kansas
$15M -$251K 2 1.59% Reduced
1993
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$15M -$200K 9 7.4% Reduced
1994
BAM
Bruderman Asset Management
New York
$15M -$2.15M 10 3.64% Reduced
1995
NIC
Northwest Investment Counselors
Oregon
$14.8M +$4.73M 5 5.98% Increased
1996
RGC
Roberts, Glore & Co
Illinois
$14.8M -$187K 7 9.05% Reduced
1997
GCM
Gabalex Capital Management
New York
$14.8M $0 1 4.35% Maintained
1998
TRIM
Thompson Rubinstein Investment Management
Oregon
$14.7M +$244K 3 4.93% Increased
1999
CG
Clinton Group
New York
$14.7M -$19.5M 8 2.3% Reduced
2000
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.7M +$1.63M 3 0.9% Increased