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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
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$28.9M +$270K 5 3.61% Increased
1977
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$28.9M -$13.7M 6 5.48% Reduced
1978
1WCM
12 West Capital Management
New York
$28.9M +$8.97M 2 2.55% Increased
1979
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$28.9M -$192K 5 7.8% Reduced
1980
Parkwood LLC
Parkwood LLC
Ohio
$28.8M +$3.54M 8 4.37% Increased
1981
Duncker Streett & Co
Duncker Streett & Co
Missouri
$28.8M -$352K 11 7.48% Reduced
1982
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$28.8M -$1.42M 6 4.6% Reduced
1983
Zions Bancorporation
Zions Bancorporation
Utah
$28.8M -$760K 18 3.02% Reduced
1984
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$28.8M +$566K 12 2.24% Increased
1985
Fir Tree Capital Management
Fir Tree Capital Management
New York
$28.8M +$19.1M 3 0.97% Increased
1986
CCM
Consolidated Capital Management
California
$28.8M +$3.22M 3 18.08% Increased
1987
Graypoint LLC
Graypoint LLC
New York
$28.7M +$2.48M 8 3.69% Increased
1988
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$28.7M -$2.18M 5 0.79% Reduced
1989
Sentry Investment Management
Sentry Investment Management
Wisconsin
$28.6M +$514K 12 13.58% Increased
1990
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$28.6M $0 5 6.62% Maintained
1991
Principal Street Partners
Principal Street Partners
Tennessee
$28.6M +$302K 6 7.63% Increased
1992
NorthStar Asset Management (Massachusetts)
NorthStar Asset Management (Massachusetts)
Massachusetts
$28.6M +$292K 4 9.89% Increased
1993
Broad Run Investment Management
Broad Run Investment Management
Virginia
$28.5M -$4.73M 2 3.13% Reduced
1994
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$28.5M -$684K 5 4.76% Reduced
1995
Decatur Capital Management
Decatur Capital Management
Georgia
$28.5M +$1.52K 4 21.56% Increased
1996
DFPG Investments
DFPG Investments
Utah
$28.5M -$60.3K 8 12.11% Reduced
1997
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$28.5M +$92.4K 6 2.43% Increased
1998
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$28.5M -$3.42K 5 19.16% Reduced
1999
Sargent Investment Group
Sargent Investment Group
Maryland
$28.5M +$1.98M 6 8.86% Increased
2000
SPC
Stony Point Capital
New York
$28.4M -$16.8M 4 10.25% Reduced