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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
CIM
CIM Investment Management
Pennsylvania
$18.4M +$117K 8 6.86% Increased
1977
Landsberg Bennett & Dubbaneh
Landsberg Bennett & Dubbaneh
Florida
$18.4M -$143K 7 4.94% Reduced
1978
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18.3M +$1.12M 11 9.37% Increased
1979
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$18.3M +$471K 3 3.32% Increased
1980
GCM
Grisanti Capital Management
New York
$18.3M +$1.82M 4 10% Increased
1981
HughesLittle Investment Management
HughesLittle Investment Management
$18.3M +$9.37M 1 6.78% Increased
1982
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$18.3M -$594K 4 8.02% Reduced
1983
MYCIO Wealth Partners
MYCIO Wealth Partners
Pennsylvania
$18.2M +$482K 7 1.35% Increased
1984
Hendley & Co
Hendley & Co
Ohio
$18.2M +$340K 3 8.77% Increased
1985
South Street Advisors
South Street Advisors
New York
$18.1M -$187K 4 5.29% Reduced
1986
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$18.1M +$43.5K 4 15.03% Increased
1987
CT
Chicago Trust
Illinois
$18.1M +$314K 7 7.64% Increased
1988
Sargent Investment Group
Sargent Investment Group
Maryland
$18.1M +$226K 6 8.13% Increased
1989
Westbourne Investment Advisors
Westbourne Investment Advisors
Maryland
$18.1M +$38.7K 6 13.52% Increased
1990
Bar Harbor Trust Services
Bar Harbor Trust Services
Maine
$18M -$2.5M 4 10.04% Reduced
1991
NBW Capital
NBW Capital
Massachusetts
$18M -$588K 2 5.34% Reduced
1992
NG
Northstar Group
New York
$18M +$77.7K 7 7.47% Increased
1993
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$17.9M -$76.7K 5 2.89% Reduced
1994
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$17.9M -$149K 6 7.71% Reduced
1995
NME
Notis-McConarty Edward
$17.9M -$173K 5 8.42% Reduced
1996
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$17.9M -$46.4M 6 0.49% Reduced
1997
Bishop Rock Capital
Bishop Rock Capital
New York
$17.9M +$2.52M 1 4.62% Increased
1998
Insight Wealth Strategies
Insight Wealth Strategies
California
$17.9M +$2.7M 4 4.21% Increased
1999
WoodTrust Financial
WoodTrust Financial
Wisconsin
$17.9M +$389K 4 7.71% Increased
2000
Graticule Asia Macro Advisors
Graticule Asia Macro Advisors
New York
$17.8M -$36.3M 3 1.39% Reduced