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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
Private Capital Advisors
Private Capital Advisors
Connecticut
$21.1M +$47.8K 5 5.16% Increased
1977
SAM
Sandell Asset Management
New York
$21M $0 3 3.4% Maintained
1978
Six Columns Capital
Six Columns Capital
Texas
$21M +$19.2M 2 3.25% New
1979
CRA Financial Services
CRA Financial Services
New Jersey
$21M +$398K 6 11.45% Increased
1980
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$21M +$201K 6 8.77% Increased
1981
GCM
Grisanti Capital Management
New York
$21M +$1.04M 4 10.12% Increased
1982
Biltmore Family Office
Biltmore Family Office
North Carolina
$20.9M +$451K 6 8.42% Increased
1983
Spark Investment Management
Spark Investment Management
New York
$20.9M +$73.7K 4 2.45% Increased
1984
Darwin Wealth Management
Darwin Wealth Management
Florida
$20.9M +$2.28M 7 5.56% Increased
1985
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$20.9M +$1.89M 6 1.97% Increased
1986
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$20.9M -$695K 5 7.41% Reduced
1987
OFG
OTA Financial Group
New York
$20.8M +$20.1M 1 13.93% New
1988
BFSG LLC
BFSG LLC
California
$20.8M +$2.3M 6 3.93% Increased
1989
HIM
Hotaling Investment Management
Pennsylvania
$20.8M +$493K 4 11.92% Increased
1990
Cornercap Investment Counsel
Cornercap Investment Counsel
Georgia
$20.8M -$5.34M 7 2.8% Reduced
1991
Laurion Capital Management
Laurion Capital Management
New York
$20.8M -$140M 4 0.16% Reduced
1992
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$20.8M -$2.83M 6 10% Reduced
1993
Wellington Shields & Co
Wellington Shields & Co
New York
$20.8M +$11.8M 6 9.2% Increased
1994
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$20.7M -$169K 5 6.63% Reduced
1995
Hilltop Holdings
Hilltop Holdings
Texas
$20.7M -$1.42M 7 3.88% Reduced
1996
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$20.7M -$5.92K 4 0.73% Reduced
1997
PFM Health Sciences
PFM Health Sciences
California
$20.7M -$92.1M 2 0.98% Reduced
1998
Ibex Investors
Ibex Investors
Colorado
$20.7M -$766K 4 0.38% Reduced
1999
GSA Capital Partners
GSA Capital Partners
United Kingdom
$20.6M +$8.06M 14 2.4% Increased
2000
Quantbot Technologies
Quantbot Technologies
New York
$20.6M +$11.5M 8 2.05% Increased