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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
Kadensa Capital
Kadensa Capital
Hong Kong
$58.2M -$36.5M 2 9.27% Reduced
1977
Decatur Capital Management
Decatur Capital Management
Georgia
$58.2M $0 4 25.47% Maintained
1978
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$58.2M -$4M 6 19.33% Reduced
1979
Whitener Capital Management
Whitener Capital Management
North Carolina
$58.1M -$993K 7 15.4% Reduced
1980
Delta Investment Management
Delta Investment Management
California
$58.1M -$2.09M 6 11.17% Reduced
1981
NG
Northstar Group
New York
$58.1M +$221K 7 8.98% Increased
1982
Conning Inc
Conning Inc
Connecticut
$58.1M -$1.86M 7 1.99% Reduced
1983
Huntleigh Advisors
Huntleigh Advisors
Missouri
$58.1M -$31.3M 10 11.2% Reduced
1984
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division
Hawaii
$57.9M -$1.95M 11 7.38% Reduced
1985
Premier Fund Managers
Premier Fund Managers
United Kingdom
$57.9M +$5.82M 4 2.11% Increased
1986
Little House Capital
Little House Capital
Massachusetts
$57.9M +$3.91K 6 14.5% Increased
1987
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$57.8M +$6.32K 7 18.24% Increased
1988
CBT
Central Bank & Trust
Kentucky
$57.8M -$625K 7 9.45% Reduced
1989
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$57.8M +$7.41M 5 7.77% Increased
1990
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$57.8M +$4.94M 10 3.86% Increased
1991
IAM
Infinitum Asset Management
Florida
$57.8M -$10.3M 3 12.79% Reduced
1992
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$57.7M -$39.2M 1 7.28% Reduced
1993
Blue Whale Capital
Blue Whale Capital
United Kingdom
$57.7M -$29.8M 1 3.78% Reduced
1994
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$57.7M +$494K 6 9.12% Increased
1995
Jessup Wealth Management
Jessup Wealth Management
Ohio
$57.7M -$610K 4 23.14% Reduced
1996
AlphaStar Capital Management
AlphaStar Capital Management
North Carolina
$57.6M +$31.6M 10 4.05% Increased
1997
Jackson Square Capital
Jackson Square Capital
California
$57.6M +$10.6M 6 12.79% Increased
1998
Camden National Bank
Camden National Bank
Maine
$57.6M +$2.42M 6 8.3% Increased
1999
Valmark Advisers
Valmark Advisers
Ohio
$57.6M +$2.09M 7 0.8% Increased
2000
Duncker Streett & Co
Duncker Streett & Co
Missouri
$57.5M -$1.4M 8 10.49% Reduced