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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
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$17.5M -$5.46M 2 8.34% Reduced
1977
WEO
William E. Oberndorf
$17.4M $0 1 8.52% Maintained
1978
Investure LLC
Investure LLC
Virginia
$17.4M $0 1 3.97% Maintained
1979
L.J. Altfest & Co
L.J. Altfest & Co
New York
$17.4M -$915K 9 4.64% Reduced
1980
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$17.4M -$327K 5 14.32% Reduced
1981
Hendley & Co
Hendley & Co
Ohio
$17.4M +$666K 3 8.16% Increased
1982
Beech Hill Advisors
Beech Hill Advisors
New York
$17.4M +$1.44M 5 9.14% Increased
1983
NG
Northstar Group
New York
$17.4M +$1.56M 7 7.34% Increased
1984
Summit Trail Advisors
Summit Trail Advisors
New York
$17.3M -$1.54M 5 7.57% Reduced
1985
NME
Notis-McConarty Edward
$17.3M +$429K 5 8.16% Increased
1986
CRCP
Copper Rock Capital Partners
Massachusetts
$17.3M $0 1 1.28% Maintained
1987
NBW Capital
NBW Capital
Massachusetts
$17.3M -$167K 2 4.75% Reduced
1988
NVWM LLC
NVWM LLC
Pennsylvania
$17.2M +$456K 9 10.4% Increased
1989
HI
Handelsinvest Investeringsforvaltning
Denmark
$17.2M +$3.39M 4 3.62% Increased
1990
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$17.2M +$221K 9 1.7% Increased
1991
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$17.2M +$673K 3 3.26% Increased
1992
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$17.2M -$392K 8 6.08% Reduced
1993
CT
Chicago Trust
Illinois
$17.2M -$357K 7 7.32% Reduced
1994
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$17.2M -$428K 10 7.8% Reduced
1995
CFMC
Curbstone Financial Management Corp
New Hampshire
$17.1M -$843K 7 4.49% Reduced
1996
WA
WealthTrust Axiom
Pennsylvania
$17.1M +$17K 5 5.93% Increased
1997
GSA Capital Partners
GSA Capital Partners
United Kingdom
$17.1M +$4.02M 10 1.91% Increased
1998
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$17M +$2.99M 6 1.64% Increased
1999
Arlington Capital Management
Arlington Capital Management
Illinois
$17M -$438K 1 9.45% Reduced
2000
BBR Partners
BBR Partners
New York
$17M -$16.5M 6 2.72% Reduced