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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
RWM
Rench Wealth Management
Texas
$4.67M -$230K 2 4.29% Reduced
2027
CS
Credential Securities
$4.67M -$529K 4 3.25% Reduced
2028
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$4.66M +$2.57M 4 1.29% Increased
2029
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$4.64M -$266K 6 2.04% Reduced
2030
KT
Kanaly Trust
Texas
$4.63M +$542K 8 1.02% Increased
2031
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$4.61M -$3.39M 2 3.78% Reduced
2032
RP
Rowlandmiller & Partners
Georgia
$4.6M -$18.5K 2 2.44% Reduced
2033
KFP
Keystone Financial Planning
Ohio
$4.59M -$396K 1 3.71% Reduced
2034
WA
Wheatland Advisors
Pennsylvania
$4.57M -$17.8K 3 4.96% Reduced
2035
Gratus Capital
Gratus Capital
Georgia
$4.57M -$1.95M 2 1.1% Reduced
2036
IFC Holdings
IFC Holdings
Florida
$4.57M -$1.79M 5 0.7% Reduced
2037
RAM
Redmond Asset Management
Virginia
$4.56M +$459K 4 2.43% Increased
2038
DM
Diker Management
New York
$4.55M -$2.44M 2 1% Reduced
2039
CO
Caldwell & Orkin
Georgia
$4.54M +$3.69M 3 2.89% Increased
2040
ACM
Avalon Capital Management
California
$4.53M +$1.78M 1 4.17% Increased
2041
CFMC
Curbstone Financial Management Corp
New Hampshire
$4.53M -$381K 5 3.28% Reduced
2042
MVA
Mount Vernon Associates
Maryland
$4.52M +$272K 4 10.5% Increased
2043
CIA
Covington Investment Advisors
Pennsylvania
$4.52M +$1.32M 2 2.4% Increased
2044
CCM
Crossvault Capital Management
Texas
$4.49M +$713K 2 3.51% Increased
2045
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$4.48M -$172K 2 2.39% Reduced
2046
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$4.46M +$202K 5 4.61% Increased
2047
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$4.44M -$1.87M 6 1.35% Reduced
2048
BCM
Birmingham Capital Management
Alabama
$4.43M +$92.7K 1 1.93% Increased
2049
HCA
Horan Capital Advisors
Ohio
$4.42M +$241K 3 3.72% Increased
2050
BA
BKS Advisors
Michigan
$4.42M +$2.67M 4 2.46% Increased