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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
Herald Investment Management
Herald Investment Management
United Kingdom
$12.6M -$298K 6 3.95% Reduced
2027
West Coast Financial
West Coast Financial
California
$12.5M -$2.53M 4 3.53% Reduced
2028
FSA
Financial Sense Advisors
California
$12.5M -$65.9K 5 5.79% Reduced
2029
Cheviot Value Management
Cheviot Value Management
California
$12.5M -$436K 2 6.48% Reduced
2030
UCI
Uncommon Cents Investing
Wisconsin
$12.5M +$12.2M 3 8.85% New
2031
LCC
Lincoln Capital Corp
Rhode Island
$12.4M +$290K 3 10.6% Increased
2032
STB
S&T Bank
Pennsylvania
$12.4M +$86.3K 1 2.1% Increased
2033
Fund Evaluation Group
Fund Evaluation Group
Ohio
$12.4M +$12.3M 4 1.33% New
2034
AWA
ARS Wealth Advisors
Florida
$12.4M +$695K 6 4.59% Increased
2035
TWMP
Taylor Wealth Management Partners
Massachusetts
$12.4M +$71.1K 3 5.25% Increased
2036
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$12.4M +$405K 8 6.18% Increased
2037
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$12.3M -$1.91M 9 5.18% Reduced
2038
HL
HeadInvest LLC
Maine
$12.3M -$317K 5 3.79% Reduced
2039
SC
Sawyer & Company
Massachusetts
$12.3M +$12.1M 7 8.07% New
2040
Avantax Planning Partners
Avantax Planning Partners
Iowa
$12.3M -$5.37M 6 1.13% Reduced
2041
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$12.3M -$252K 1 3.08% Reduced
2042
HCA
Horan Capital Advisors
Ohio
$12.3M -$499K 6 7.99% Reduced
2043
WSC
Wellington Shields & Co
New York
$12.3M -$25.2K 5 6.59% Reduced
2044
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$12.3M -$1.03M 4 5.17% Reduced
2045
Summit Securities Group
Summit Securities Group
New York
$12.3M +$10.2M 3 1.46% Increased
2046
RG
Rikoon Group
New Mexico
$12.2M -$343K 6 5.04% Reduced
2047
Clearstead Trust
Clearstead Trust
Maine
$12.2M -$172K 6 8.32% Reduced
2048
CCM
Consolidated Capital Management
California
$12.1M +$616K 3 12.51% Increased
2049
WWM
Willingdon Wealth Management
North Carolina
$12.1M +$1.26M 10 3.97% Increased
2050
KWMG
King Wealth Management Group
Florida
$12.1M +$546K 6 4.27% Increased