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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
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$57.3M +$35.6M 14 7.27% Increased
1977
MKC
M. Kraus & Co
Vermont
$57.3M -$430K 6 17.19% Reduced
1978
M
MOTCO
Texas
$57.2M -$2.77M 8 5.87% Reduced
1979
Good Life Advisors
Good Life Advisors
Pennsylvania
$57M -$3.64M 8 4.15% Reduced
1980
Journey Advisory Group
Journey Advisory Group
Kentucky
$57M $0 7 6.82% Maintained
1981
Mitchell Sinkler & Starr
Mitchell Sinkler & Starr
Pennsylvania
$56.9M -$3.48M 6 15.19% Reduced
1982
CBT
Central Bank & Trust
Kentucky
$56.9M -$4M 7 8.61% Reduced
1983
Hedeker Wealth
Hedeker Wealth
Illinois
$56.9M +$1.24M 5 14.16% Increased
1984
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$56.8M +$822K 5 23.03% Increased
1985
Shikiar Asset Management
Shikiar Asset Management
New York
$56.8M -$1.37M 4 15.05% Reduced
1986
XML Financial
XML Financial
Maryland
$56.8M +$966K 6 5.2% Increased
1987
Whitener Capital Management
Whitener Capital Management
North Carolina
$56.8M -$909K 7 15.9% Reduced
1988
Little House Capital
Little House Capital
Massachusetts
$56.7M -$480K 6 16.19% Reduced
1989
RFMS
RWQ Financial Management Services
Florida
$56.6M -$1.25M 4 22.15% Reduced
1990
Atwood & Palmer
Atwood & Palmer
Missouri
$56.6M +$32.4K 8 3.88% Increased
1991
Family Management
Family Management
New York
$56.6M +$10.4K 6 9.09% Increased
1992
NKCFO LLC
NKCFO LLC
Illinois
$56.6M -$1.39M 5 24.87% Reduced
1993
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$56.5M -$1.38M 5 6.86% Reduced
1994
Banco BTG Pactual
Banco BTG Pactual
Brazil
$56.5M -$5.13M 5 13.15% Reduced
1995
Claro Advisors
Claro Advisors
Massachusetts
$56.4M -$4.05M 8 7.63% Reduced
1996
Duncker Streett & Co
Duncker Streett & Co
Missouri
$56.3M +$119K 8 10.45% Increased
1997
GPM Growth Investors
GPM Growth Investors
Michigan
$56.3M -$560K 5 23.77% Reduced
1998
First Western Trust Bank
First Western Trust Bank
Colorado
$56.2M -$2.1M 6 2.6% Reduced
1999
Summit Global Investments
Summit Global Investments
Utah
$56.1M -$14.7M 8 3.51% Reduced
2000
MAM
Morse Asset Management
Connecticut
$56.1M -$9.6M 9 12.83% Reduced