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 |
Arete Wealth Advisors
Chicago,
Illinois
| $20M | +$935K | 8 | 3.94% | Increased |
|
| 1977 |
Hendley & Co
Zanesville,
Ohio
| $20M | -$342K | 3 | 11.24% | Reduced |
|
| 1978 |
Sycale Advisors
New York
| $20M | +$26.1K | 1 | 14.86% | Increased |
|
| 1979 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $20M | +$37K | 4 | 2.61% | Increased |
|
| 1980 |
BCA
Bray Capital Advisors
Naples,
Florida
| $19.9M | -$675K | 8 | 9.13% | Reduced |
|
| 1981 |
G2 Investment Partners Management
New York
| $19.9M | +$19.7M | 2 | 6.59% | Increased |
|
| 1982 |
HRC
Hoertkorn Richard Charles
| $19.9M | -$1.02M | 8 | 16.31% | Reduced |
|
| 1983 |
Cedar Capital
Barrington,
Illinois
| $19.9M | +$13.2M | 6 | 9.41% | Increased |
|
| 1984 |
Alight Capital Management
New York
| $19.9M | -$6.85M | 4 | 17.21% | Reduced |
|
| 1985 |
TLW Wealth Management
Indian Rocks Beach,
Florida
| $19.9M | +$24.8K | 3 | 21.77% | Increased |
|
| 1986 |
Perennial Advisors
New York
| $19.9M | +$2.24M | 5 | 11.07% | Increased |
|
| 1987 |
West Branch Capital
Amherst,
Massachusetts
| $19.9M | -$10K | 5 | 18.96% | Reduced |
|
| 1988 |
WEO
William E. Oberndorf
| $19.8M | +$1.08M | 2 | 13.98% | Increased |
|
| 1989 |
Arjuna Capital
Durham,
North Carolina
| $19.8M | -$611K | 5 | 16.53% | Reduced |
|
| 1990 |
L.J. Altfest & Co
New York
| $19.8M | +$3.48M | 9 | 6.2% | Increased |
|
| 1991 |
Stewart Asset Management
New York
| $19.8M | +$2.38M | 5 | 21.28% | Increased |
|
| 1992 |
FTB
First Trust Bank
Nassau,
Bahamas
| $19.7M | +$10.1M | 4 | 38.92% | Increased |
|
| 1993 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| $19.7M | +$2.9M | 9 | 2.33% | Increased |
|
| 1994 |
Next Century Growth Investors
Plymouth,
Minnesota
| $19.7M | +$1.72M | 5 | 3.19% | Increased |
|
| 1995 |
Riverstone Advisors
New Braunfels,
Texas
| $19.7M | +$38.7K | 2 | 19.88% | Increased |
|
| 1996 |
Odey Asset Management Group
London,
United Kingdom
| $19.6M | -$10.2M | 4 | 3.27% | Reduced |
|
| 1997 |
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $19.6M | +$3.78M | 6 | 2.44% | Increased |
|
| 1998 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $19.6M | +$19.8M | 3 | 4.51% | Increased |
|
| 1999 |
SeaBridge Investment Advisors
Summit,
New Jersey
| $19.6M | -$1.09M | 6 | 8.98% | Reduced |
|
| 2000 |
Capital City Trust
Tallahassee,
Florida
| $19.6M | +$689K | 5 | 8.75% | Increased |
|