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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
Balboa Wealth Partners
Balboa Wealth Partners
Arizona
$37.8M +$890K 7 13.18% Increased
1977
Capital City Trust
Capital City Trust
Florida
$37.8M -$1.31M 6 11.75% Reduced
1978
Prelude Capital Management
Prelude Capital Management
New York
$37.7M -$6.75M 13 2.45% Reduced
1979
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$37.6M -$863K 6 4.47% Reduced
1980
Northwest Capital Management
Northwest Capital Management
Oregon
$37.6M +$2.42M 12 15.76% Increased
1981
CM
Conifer Management
New York
$37.6M $0 1 4.12% Maintained
1982
Buckhead Capital Management
Buckhead Capital Management
Georgia
$37.5M -$585K 6 8.94% Reduced
1983
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$37.5M -$229K 5 7.18% Reduced
1984
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$37.5M $0 1 4.48% Maintained
1985
CMG
Cavalry Management Group
California
$37.5M +$9.8M 2 16.49% Increased
1986
Matthews International Capital Management
Matthews International Capital Management
California
$37.5M +$16.8M 1 4.39% Increased
1987
Perseverance Asset Management International
Perseverance Asset Management International
Cayman Islands
$37.5M -$15.2M 1 11.32% Reduced
1988
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$37.4M +$1.28M 5 7.6% Increased
1989
HCR Wealth Advisors
HCR Wealth Advisors
California
$37.4M -$259K 6 6.92% Reduced
1990
Vicus Capital
Vicus Capital
Pennsylvania
$37.3M -$960K 5 3.89% Reduced
1991
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$37.1M -$1.87M 9 5.29% Reduced
1992
Cubic Asset Management
Cubic Asset Management
Massachusetts
$37.1M -$999K 6 9.99% Reduced
1993
AC
AMS Capital
Brazil
$37.1M +$33.7M 4 43.58% Increased
1994
West Coast Financial
West Coast Financial
California
$37.1M -$369K 4 5.24% Reduced
1995
Merriman Wealth Management
Merriman Wealth Management
Washington
$37M -$1.7M 7 1.83% Reduced
1996
Georgetown University
Georgetown University
District of Columbia
$37M +$2.51K 4 12.98% Increased
1997
Tenere Capital
Tenere Capital
New York
$37M +$14.9M 4 18.15% Increased
1998
Solidarity Wealth
Solidarity Wealth
Utah
$37M -$1.14M 4 15.22% Reduced
1999
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$36.9M -$18.5M 9 4.74% Reduced
2000
Lakeside Advisors
Lakeside Advisors
Washington
$36.9M -$2.76M 3 27.17% Reduced