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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
McIlrath & Eck
McIlrath & Eck
Washington
$30.5M +$5.22M 13 11.28% Increased
1977
Meeder Asset Management
Meeder Asset Management
Ohio
$30.4M -$134M 21 6.74% Reduced
1978
Rice Partnership
Rice Partnership
Hawaii
$30.4M +$689K 4 11.37% Increased
1979
MCG
McCollum Christoferson Group
New York
$30.4M -$376K 4 7.77% Reduced
1980
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$30.4M +$1.1M 2 9.83% Increased
1981
TLW Wealth Management
TLW Wealth Management
Florida
$30.3M -$206K 3 19.56% Reduced
1982
Toth Financial Advisory
Toth Financial Advisory
Virginia
$30.3M -$1.28M 10 5.19% Reduced
1983
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$30.2M +$51.6K 3 8.5% Increased
1984
SC
Shellback Capital
Massachusetts
$30.2M -$7.42M 2 2.42% Reduced
1985
Sturgeon Ventures
Sturgeon Ventures
United Kingdom
$30.2M +$2.2M 3 18.84% Increased
1986
Cinctive Capital Management
Cinctive Capital Management
New York
$30.2M -$17.2M 8 2.46% Reduced
1987
Brookstone Capital Management
Brookstone Capital Management
Illinois
$30.2M -$6.14M 8 1.2% Reduced
1988
Vicus Capital
Vicus Capital
Pennsylvania
$30.2M -$581K 7 3.72% Reduced
1989
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$30.2M +$2.4M 4 11.97% Increased
1990
MCI
McDonald Capital Investors
California
$30.1M -$668K 1 2.51% Reduced
1991
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$30.1M -$218K 3 9.51% Reduced
1992
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$30.1M -$1.45M 4 9.23% Reduced
1993
Elk River Wealth Management
Elk River Wealth Management
Colorado
$30.1M +$29.2M 6 9.95% New
1994
PJB
Paul John Balson
California
$30M +$3.48M 6 6.18% Increased
1995
Cubic Asset Management
Cubic Asset Management
Massachusetts
$30M +$693K 5 8.9% Increased
1996
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$30M +$2.76M 9 10.5% Increased
1997
Atreides Management
Atreides Management
Massachusetts
$30M +$1.61M 2 1.31% Increased
1998
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$29.9M -$376K 7 10.82% Reduced
1999
Weik Capital Management
Weik Capital Management
Pennsylvania
$29.9M -$273K 4 13.38% Reduced
2000
NG
Northstar Group
New York
$29.8M +$94.3K 7 9.16% Increased