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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
CCM
CrestPoint Capital Management
Missouri
$7.9M -$452K 4 3.96% Reduced
2027
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$7.9M -$247K 5 4.82% Reduced
2028
BRC
Bishop Rock Capital
New York
$7.87M +$7.94M 1 4.22% New
2029
TSWM
Triangle Securities Wealth Management
North Carolina
$7.87M +$30.1K 5 5.26% Increased
2030
NIC
Northwest Investment Counselors
Oregon
$7.86M -$157K 4 3.99% Reduced
2031
GRQ
Gardner Russo & Quinn
Pennsylvania
$7.86M +$377K 4 0.07% Increased
2032
BA
BKS Advisors
Michigan
$7.85M -$405K 5 3.69% Reduced
2033
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$7.84M +$962K 3 4.93% Increased
2034
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$7.83M +$72.9K 6 3.96% Increased
2035
HIM
Harbour Investment Management
Washington
$7.83M -$26.2K 2 5.94% Reduced
2036
Engineers Gate Manager
Engineers Gate Manager
New York
$7.82M -$11.5M 6 0.84% Reduced
2037
SAM
Security Asset Management
New York
$7.81M +$85.3K 5 7.21% Increased
2038
NewEdge Advisors
NewEdge Advisors
Louisiana
$7.8M +$1.11M 5 2.16% Increased
2039
CA
Corrado Advisors
New Jersey
$7.8M -$6.03K 2 4.83% Reduced
2040
KAM
Kavi Asset Management
New York
$7.77M +$7.6M 1 5.68% New
2041
Quadrant Capital Group
Quadrant Capital Group
Ohio
$7.77M +$2.18M 12 3.9% Increased
2042
Archford Capital Strategies
Archford Capital Strategies
Illinois
$7.77M +$576K 11 3.28% Increased
2043
QSS
Quantitative Systematic Strategies
Florida
$7.77M +$627K 6 3.16% Increased
2044
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.74M -$1.31M 5 3.49% Reduced
2045
Garde Capital
Garde Capital
Washington
$7.72M -$1.06M 6 2.22% Reduced
2046
BTG Pactual Global Asset Management
BTG Pactual Global Asset Management
Bermuda
$7.72M -$7.01M 1 6.95% Reduced
2047
Goodman Financial
Goodman Financial
Texas
$7.71M -$76K 1 4.31% Reduced
2048
SA
Sicart Associates
New York
$7.7M +$7.66M 4 5.31% New
2049
American Money Management
American Money Management
California
$7.66M +$24.9K 4 6.17% Increased
2050
SAM
Selway Asset Management
$7.66M +$3.56M 3 4.59% Increased