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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
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$17.3M +$1.3M 4 6.03% Increased
1977
CFMC
Curbstone Financial Management Corp
New Hampshire
$17.3M +$360K 7 4.7% Increased
1978
South Street Advisors
South Street Advisors
New York
$17.3M +$415K 4 5.24% Increased
1979
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$17.3M +$768K 6 3.26% Increased
1980
Centaurus Financial
Centaurus Financial
California
$17.3M +$557K 11 2.95% Increased
1981
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$17.3M +$372K 2 1.47% Increased
1982
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17.2M -$146K 10 8.78% Reduced
1983
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$17.2M +$430K 7 7.21% Increased
1984
Montgomery Investment Management
Montgomery Investment Management
Maryland
$17.2M -$11.8K 4 7.68% Reduced
1985
Fidelity National Financial
Fidelity National Financial
Florida
$17.2M $0 1 2.72% Maintained
1986
TLCM
Tiger Legatus Capital Management
New York
$17.2M -$9.08M 1 8.04% Reduced
1987
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$17.2M -$926K 2 6.15% Reduced
1988
Westbourne Investment Advisors
Westbourne Investment Advisors
Maryland
$17.1M +$202K 6 13.07% Increased
1989
KSCM
Kamunting Street Capital Management
Florida
$17.1M -$13.2M 1 20.56% Reduced
1990
Telos Capital Management
Telos Capital Management
California
$17M +$350K 7 5.31% Increased
1991
DMK
David M. Knott
$17M +$7.86M 4 6.79% Increased
1992
Toth Financial Advisory
Toth Financial Advisory
Virginia
$17M +$1.01M 10 3.99% Increased
1993
Liberty Capital Management
Liberty Capital Management
Michigan
$17M +$6.13M 5 8.58% Increased
1994
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$17M +$4.82M 7 10.04% Increased
1995
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$17M +$22.3K 5 14.27% Increased
1996
Sargent Investment Group
Sargent Investment Group
Maryland
$17M -$267K 6 8.17% Reduced
1997
CT
Chicago Trust
Illinois
$16.9M -$307K 7 7.28% Reduced
1998
NBW Capital
NBW Capital
Massachusetts
$16.9M -$179K 2 4.62% Reduced
1999
Prelude Capital Management
Prelude Capital Management
New York
$16.9M -$8.03M 13 0.95% Reduced
2000
Abacus Planning Group
Abacus Planning Group
South Carolina
$16.9M +$622K 6 10.54% Increased