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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
OA
Outfitter Advisors
Virginia
$4.61M -$33.8K 3 1.78% Reduced
2027
BCM
Beck Capital Management
Texas
$4.6M +$228K 5 2.46% Increased
2028
OIM
Orca Investment Management
Oregon
$4.6M -$1.05M 3 4.24% Reduced
2029
FPA
Fieldpoint Private Advisors
New York
$4.59M +$371 1 2.87% Increased
2030
SAM
Shikiar Asset Management
New York
$4.59M -$3.78M 1 2.09% Reduced
2031
BRCM
Bright Rock Capital Management
Massachusetts
$4.59M +$4.55M 1 1.71% New
2032
Summit Securities Group
Summit Securities Group
New York
$4.57M +$3.16M 3 2.23% Increased
2033
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$4.55M -$773 5 1.88% Reduced
2034
TBNY
Trustco Bank (New York)
New York
$4.55M -$19.2K 3 4.4% Reduced
2035
MCM
Matarin Capital Management
New York
$4.54M -$179K 3 1.3% Reduced
2036
FC
FIC Capital
New York
$4.53M +$1.93M 4 1.8% Increased
2037
AO
Allen Operations
New York
$4.51M -$6.59K 1 4.73% Reduced
2038
Condor Capital Management
Condor Capital Management
New Jersey
$4.47M +$277K 4 1.07% Increased
2039
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$4.46M -$886K 4 1.36% Reduced
2040
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$4.44M -$618K 3 1.94% Reduced
2041
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$4.42M +$4.56M 1 0.5% New
2042
MBT
Monroe Bank & Trust
Michigan
$4.39M -$277K 5 1.49% Reduced
2043
QAM
Quantres Asset Management
Cayman Islands
$4.38M +$423K 5 3.46% Increased
2044
One Capital Management
One Capital Management
California
$4.37M +$126K 4 1.25% Increased
2045
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$4.36M -$591K 3 2.18% Reduced
2046
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$4.34M +$532K 5 1.83% Increased
2047
ICOA
Investment Centers of America
North Dakota
$4.34M -$936K 5 0.66% Reduced
2048
RAM
Ramsey Asset Management
Virginia
$4.34M -$1.93M 2 5.56% Reduced
2049
North Star Investment Management
North Star Investment Management
Illinois
$4.32M -$25.3K 7 0.79% Reduced
2050
CPH
C Partners Holding
Switzerland
$4.31M -$3.45M 1 2.02% Reduced