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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
LA
Lau Associates
Delaware
$3.56M -$206K 2 3.16% Reduced
2027
Bellecapital
Bellecapital
Switzerland
$3.56M +$3.29M 4 3.41% New
2028
SSI
Scott & Selber Inc
Texas
$3.55M -$2.41M 3 2.6% Reduced
2029
ACMM
Arbor Capital Management (Minnesota)
Minnesota
$3.54M $0 1 0.29% Maintained
2030
FMB
Field & Main Bank
Kentucky
$3.52M +$3.3M 4 3.43% New
2031
Deltec Asset Management
Deltec Asset Management
New York
$3.52M -$36.3K 2 0.85% Reduced
2032
KT
Kanaly Trust
Texas
$3.52M +$2.06M 4 0.7% Increased
2033
PWM
ParenteBeard Wealth Management
Pennsylvania
$3.5M +$1.35M 3 1.37% Increased
2034
CCM
Catapult Capital Management
New York
$3.5M +$3.17M 1 0.83% New
2035
Waverly Advisors
Waverly Advisors
Alabama
$3.49M +$550K 10 1.23% Increased
2036
JT
Jump Trading
Illinois
$3.49M +$2.29M 4 0.32% Increased
2037
RTIM
Round Table Investment Management
North Carolina
$3.48M +$378K 2 0.38% Increased
2038
NIM
NuWave Investment Management
New Jersey
$3.48M +$334K 5 3.08% Increased
2039
SG
Somerset Group
Minnesota
$3.47M -$1.03M 3 2.71% Reduced
2040
BCM
Boyle Capital Management
Iowa
$3.46M +$1.17M 2 2.91% Increased
2041
Alpha Capital Management
Alpha Capital Management
Texas
$3.45M -$3.57M 2 2.78% Reduced
2042
Checchi Capital Advisers
Checchi Capital Advisers
California
$3.44M +$3.22M 5 2.68% New
2043
PIA
Peachtree Investment Advisors
Georgia
$3.42M +$3.28M 3 2.33% New
2044
HCA
Horan Capital Advisors
Ohio
$3.41M -$27.8K 4 3.48% Reduced
2045
SNBOSD
Security National Bank of So Dak
Iowa
$3.39M +$57.8K 3 5.7% Increased
2046
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$3.39M -$246K 2 0.19% Reduced
2047
KAM
Kokusai Asset Management
Japan
$3.39M -$443K 1 4.49% Reduced
2048
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$3.39M +$404K 6 0.6% Increased
2049
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$3.39M $0 2 0.41% Maintained
2050
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$3.39M -$283K 1 1.53% Reduced