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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
BAM
Brave Asset Management
New Jersey
$3.55M -$15.8K 6 2.5% Reduced
2027
Braver Wealth Management
Braver Wealth Management
Massachusetts
$3.54M +$1.28M 2 0.91% Increased
2028
KT
Kanaly Trust
Texas
$3.54M -$167K 6 0.65% Reduced
2029
F
Filament
Washington
$3.54M -$67K 2 1.52% Reduced
2030
ACM
Ativo Capital Management
Illinois
$3.53M -$3.62M 1 1.53% Reduced
2031
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$3.53M -$288K 1 1.75% Reduced
2032
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$3.52M -$2.3M 1 3.02% Reduced
2033
WAM
Wood Asset Management
Florida
$3.52M -$1.72M 2 1.2% Reduced
2034
KAM
Kokusai Asset Management
Japan
$3.51M -$174K 1 4.87% Reduced
2035
BBNB
Baker Boyer National Bank
Washington
$3.47M -$384K 2 6.35% Reduced
2036
Homrich & Berg
Homrich & Berg
Georgia
$3.45M +$134K 3 0.39% Increased
2037
First Heartland Consultants
First Heartland Consultants
Missouri
$3.44M +$205K 4 1.56% Increased
2038
TIC
Trees Investment Counsel
Illinois
$3.44M -$57.1K 2 2.7% Reduced
2039
AAA
Adams Asset Advisors
Texas
$3.44M +$18.2K 1 0.6% Increased
2040
MMCM
Marque Millennium Capital Management
New York
$3.44M $0 2 1.37% Maintained
2041
James Investment Research
James Investment Research
Ohio
$3.42M -$827K 3 0.11% Reduced
2042
EGA
E&G Advisors
Texas
$3.41M +$151K 2 2.2% Increased
2043
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers
Idaho
$3.4M -$237K 3 0.4% Reduced
2044
SOAMC
Spirit of America Management Corp
New York
$3.4M +$80.9K 4 1.36% Increased
2045
SC
Scholtz & Company
Connecticut
$3.4M -$1.12M 2 3.22% Reduced
2046
SFP
Santa Fe Partners
New Mexico
$3.39M -$9.2M 2 0.51% Reduced
2047
Forward Management
Forward Management
California
$3.39M -$34.4K 3 0.2% Reduced
2048
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$3.38M -$57.5K 2 0.12% Reduced
2049
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$3.37M -$80.7K 2 2.98% Reduced
2050
CG
Clinton Group
New York
$3.37M +$825K 5 1.67% Increased