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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
QSS
Quantitative Systematic Strategies
Florida
$7.19M +$2.31M 5 2.63% Increased
2027
LCM
Leisure Capital Management
California
$7.18M -$17.5K 6 6.74% Reduced
2028
WAS
Winch Advisory Services
Wisconsin
$7.17M +$1.05M 6 5.84% Increased
2029
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$7.16M +$4.56M 2 2.61% Increased
2030
Heartland Advisors
Heartland Advisors
Wisconsin
$7.13M +$7.4M 1 0.41% New
2031
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$7.11M -$166K 9 1.28% Reduced
2032
LIM
Loudon Investment Management
New Hampshire
$7.11M -$247K 2 5.52% Reduced
2033
TNAM
Terra Nova Asset Management
New York
$7.1M +$1.13M 5 15.48% Increased
2034
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$7.09M +$435K 5 7.45% Increased
2035
AO
Allen Operations
New York
$7.05M +$201K 3 7.57% Increased
2036
IAA
Ironsides Asset Advisors
North Carolina
$7.04M +$336K 5 1.91% Increased
2037
BMC
Benin Management Corp
Connecticut
$7.04M -$441K 5 3.4% Reduced
2038
Virtu Financial
Virtu Financial
New York
$7.02M -$2.28M 4 1.21% Reduced
2039
SSP
Sapphire Star Partners
Washington
$7.01M -$1.14M 1 8.46% Reduced
2040
IMA Advisory Services
IMA Advisory Services
Colorado
$7M -$1.03M 4 4% Reduced
2041
KC
Kingfisher Capital
North Carolina
$7M +$240K 3 4.88% Increased
2042
MAA
Mraz Amerine & Associates
California
$7M -$33.1K 2 2.39% Reduced
2043
Quadrature Capital
Quadrature Capital
United Kingdom
$6.98M -$16.8M 5 0.61% Reduced
2044
LWM
Lyons Wealth Management
Florida
$6.97M -$275K 3 9.61% Reduced
2045
DM
Diker Management
New York
$6.96M +$3.17M 3 2.48% Increased
2046
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$6.95M -$3.71M 3 6.34% Reduced
2047
Consolidated Investment Group
Consolidated Investment Group
Colorado
$6.94M $0 2 4.25% Maintained
2048
FSA
Financial Sense Advisors
California
$6.93M +$722K 1 4.51% Increased
2049
HC
Hawkins Capital
Texas
$6.9M -$339K 1 2.21% Reduced
2050
Walleye Trading
Walleye Trading
New York
$6.89M -$14.4M 7 0.05% Reduced