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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
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$16.6M -$537K 2 4% Reduced
1977
Azzad Asset Management
Azzad Asset Management
Virginia
$16.6M +$354K 5 4.44% Increased
1978
TRIM
Thompson Rubinstein Investment Management
Oregon
$16.6M -$64.3K 3 5.09% Reduced
1979
Westbourne Investment Advisors
Westbourne Investment Advisors
Maryland
$16.6M +$1.17M 7 12.03% Increased
1980
WA
WealthTrust Axiom
Pennsylvania
$16.5M +$548K 5 5.58% Increased
1981
Rafferty Asset Management
Rafferty Asset Management
New York
$16.5M +$4.49M 6 0.26% Increased
1982
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$16.5M -$151K 3 5.52% Reduced
1983
Augustine Asset Management
Augustine Asset Management
Florida
$16.5M -$56 3 9.12% Reduced
1984
CT
Chicago Trust
Illinois
$16.4M +$35.2K 6 6.53% Increased
1985
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$16.4M +$822K 2 1.3% Increased
1986
Signet Financial Management
Signet Financial Management
New Jersey
$16.4M -$3.35M 12 2.86% Reduced
1987
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$16.3M -$2.79M 4 13.99% Reduced
1988
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$16.3M +$706K 6 6.8% Increased
1989
MA
Menlo Advisors
California
$16.2M -$2.29M 3 10.96% Reduced
1990
Pier Capital
Pier Capital
Connecticut
$16.2M +$4.27M 2 2.05% Increased
1991
SCP Investment
SCP Investment
California
$16.2M +$1.38M 2 13.08% Increased
1992
NVWM LLC
NVWM LLC
Pennsylvania
$16.2M +$623K 7 10.21% Increased
1993
CCM
Consolidated Capital Management
California
$16.1M +$1.52M 3 10.53% Increased
1994
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$16.1M -$11M 1 10.89% Reduced
1995
PI
Pennant Investors
New Jersey
$16M +$15.5M 2 5.99% New
1996
GECH
Garnet Equity Capital Holdings
New York
$16M -$1.88M 1 11.67% Reduced
1997
Altium Wealth Management
Altium Wealth Management
New York
$16M +$1.86M 7 3.07% Increased
1998
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$16M +$658K 6 3.12% Increased
1999
Cedar Capital
Cedar Capital
Illinois
$16M +$3.3M 7 6.2% Increased
2000
Choreo LLC
Choreo LLC
Illinois
$16M -$1.94M 7 2.09% Reduced