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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
SBCM
Schwerin Boyle Capital Management
Massachusetts
$48.1M -$637K 2 4.96% Reduced
1977
CBT
Central Bank & Trust
Kentucky
$48.1M -$274K 7 8.04% Reduced
1978
Sone Capital Management
Sone Capital Management
New York
$48.1M +$32.9M 3 4.95% Increased
1979
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$48.1M -$698K 5 20.09% Reduced
1980
RAM Investment Partners
RAM Investment Partners
Washington
$48.1M -$1.01M 5 11.87% Reduced
1981
Cornerstone Advisory
Cornerstone Advisory
Maryland
$48M -$672K 7 5.61% Reduced
1982
CAM
Centre Asset Management
New York
$47.9M +$235K 3 12.32% Increased
1983
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$47.9M -$342K 6 17.65% Reduced
1984
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$47.9M +$2.64M 5 12.76% Increased
1985
1248 Management
1248 Management
Missouri
$47.8M +$3.59M 7 20.44% Increased
1986
Constitution Capital
Constitution Capital
Connecticut
$47.8M -$1.29M 3 26.46% Reduced
1987
SCH
Shengqi Capital (HK)
Hong Kong
$47.7M +$25.5M 2 33.51% Increased
1988
Sound Income Strategies
Sound Income Strategies
Florida
$47.7M -$6.78M 17 2.82% Reduced
1989
Portfolio Design Labs
Portfolio Design Labs
California
$47.6M -$521K 8 9.83% Reduced
1990
L & S Advisors
L & S Advisors
California
$47.6M -$11.6M 7 5.87% Reduced
1991
Mitchell Sinkler & Starr
Mitchell Sinkler & Starr
Pennsylvania
$47.5M -$1.97M 6 13.3% Reduced
1992
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$47.5M +$600K 8 3.5% Increased
1993
Willis Investment Counsel
Willis Investment Counsel
Georgia
$47.5M -$15.2M 4 3.19% Reduced
1994
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division
Hawaii
$47.4M -$4.25M 10 6.56% Reduced
1995
Crédit Industriel et Commercial
Crédit Industriel et Commercial
France
$47.4M +$34.4M 3 5.03% Increased
1996
Arjuna Capital
Arjuna Capital
North Carolina
$47.4M -$9.43M 7 13.11% Reduced
1997
Parsifal Capital Management
Parsifal Capital Management
Connecticut
$47.4M -$5.9M 1 4.1% Reduced
1998
Atwood & Palmer
Atwood & Palmer
Missouri
$47.4M +$438K 7 3.28% Increased
1999
Archford Capital Strategies
Archford Capital Strategies
Illinois
$47.3M +$8.33M 9 6.92% Increased
2000
Shikiar Asset Management
Shikiar Asset Management
New York
$47.2M -$1.93M 3 14.08% Reduced