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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
Arjuna Capital
Arjuna Capital
North Carolina
$60.5M +$1.14M 6 15.39% Increased
1977
Chemistry Wealth Management
Chemistry Wealth Management
New York
$60.5M -$4.23M 6 10.64% Reduced
1978
Rockline Wealth Management
Rockline Wealth Management
New York
$60.3M -$114K 7 13.11% Reduced
1979
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$60.3M -$379M 2 4.63% Reduced
1980
Mengis Capital Management
Mengis Capital Management
Oregon
$60.3M +$1.13M 6 10.38% Increased
1981
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$60.3M -$2.14M 6 14.16% Reduced
1982
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$60.2M -$3.75M 2 7.22% Reduced
1983
Strategic Blueprint
Strategic Blueprint
Georgia
$60.2M +$978K 8 3.5% Increased
1984
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$60M +$1000K 8 12.02% Increased
1985
Bellevue Asset Management
Bellevue Asset Management
Washington
$60M -$1.03M 8 30.02% Reduced
1986
Farley Capital
Farley Capital
New York
$59.9M +$4.85M 4 48.57% Increased
1987
Koshinski Asset Management
Koshinski Asset Management
Illinois
$59.9M +$1.32M 10 3.73% Increased
1988
Catalyst Financial Partners
Catalyst Financial Partners
Massachusetts
$59.8M +$4.57M 9 7.06% Increased
1989
Portolan Capital Management
Portolan Capital Management
Massachusetts
$59.7M -$11.3M 3 3.18% Reduced
1990
Cornerstone Advisory
Cornerstone Advisory
Maryland
$59.6M +$926K 8 5.64% Increased
1991
McIlrath & Eck
McIlrath & Eck
Washington
$59.6M +$7.54M 12 4.42% Increased
1992
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$59.6M +$7.95M 6 2.31% Increased
1993
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$59.6M -$124K 6 7.46% Reduced
1994
SBCM
Schwerin Boyle Capital Management
Massachusetts
$59.5M -$12.6M 3 7.56% Reduced
1995
SimplyRich
SimplyRich
California
$59.5M +$9.7K 8 15.22% Increased
1996
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$59.5M +$9.7M 2 1.87% Increased
1997
SF
Symphony Financial
Texas
$59.4M +$3.96M 7 7.86% Increased
1998
Claro Advisors
Claro Advisors
Massachusetts
$59.3M +$12.3M 8 7.14% Increased
1999
Knuff & Co
Knuff & Co
California
$59.3M +$500K 8 17.86% Increased
2000
WM
WS Management
Florida
$59M -$1.1M 2 5.21% Reduced