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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
2026
GM
GeoWealth Management
Illinois
$67.7M -$4.51M 12 2.13% Reduced
2027
WRBC
W.R. Berkley Corp
Connecticut
$67.6M +$73M 2 3.11% New
2028
PCA
Providence Capital Advisors
North Carolina
$67.6M +$2.65M 8 10.23% Increased
2029
AWC
Abundance Wealth Counselors
Pennsylvania
$67.6M +$30.5M 10 4.39% Increased
2030
Kestra Investment Management
Kestra Investment Management
Texas
$67.6M +$9.03M 12 1.31% Increased
2031
BWM
Bulltick Wealth Management
Florida
$67.5M -$1.17M 7 13.77% Reduced
2032
KJHP
K.J. Harrison & Partners
Ontario, Canada
$67.4M +$8.02M 7 9.56% Increased
2033
ACP
Avantyr Capital Partners
New York
$67.4M +$6.21M 1 2.48% Increased
2034
MAM
Morse Asset Management
Connecticut
$67.3M -$1.67M 12 11.15% Reduced
2035
CA
Claro Advisors
Massachusetts
$67.3M +$653K 9 7.06% Increased
2036
PWG
Portside Wealth Group
Utah
$67.2M +$930K 12 7.83% Increased
2037
MWA
Meridian Wealth Advisors
Texas
$67.2M +$1.43M 8 7.63% Increased
2038
ERWM
Elk River Wealth Management
Colorado
$67.1M -$5.53M 4 10.7% Reduced
2039
AC
Asio Capital
Kentucky
$67.1M -$2.76M 5 8.59% Reduced
2040
JGUA
John G. Ullman & Associates
New York
$67.1M +$444K 9 8.14% Increased
2041
CWA
Consilio Wealth Advisors
Washington
$67.1M +$8.63M 7 16.07% Increased
2042
BFG
Bouchey Financial Group
New York
$67M +$29M 6 4.33% Increased
2043
RWM
RKL Wealth Management
Pennsylvania
$67M -$82.1K 6 5.34% Reduced
2044
RWM
Rockline Wealth Management
New York
$66.9M +$304K 7 12.81% Increased
2045
FMTC
Farmers & Merchants Trust Company
California
$66.8M -$494K 6 14.38% Reduced
2046
MFA
Mayflower Financial Advisors
Massachusetts
$66.7M +$8.74M 10 5.76% Increased
2047
CAM
Covenant Asset Management
New Jersey
$66.7M -$1.85M 5 11.21% Reduced
2048
NHT
New Hampshire Trust
New Hampshire
$66.6M +$333K 6 12.57% Increased
2049
SCA
Sage Capital Advisors
South Dakota
$66.5M +$5.24M 6 13.81% Increased
2050
WCA
Westover Capital Advisors
Delaware
$66.5M +$630K 4 11.05% Increased