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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
Ferris Capital
Ferris Capital
Massachusetts
$12.7M -$1.88M 12 5.14% Reduced
2027
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$12.7M +$709K 1 10.86% Increased
2028
Corrado Advisors
Corrado Advisors
New Jersey
$12.7M +$1.49M 4 7.59% Increased
2029
Rice Partnership
Rice Partnership
Hawaii
$12.7M +$345K 5 8.44% Increased
2030
West Coast Financial
West Coast Financial
California
$12.6M +$167K 4 3.61% Increased
2031
Kessler Investment Group
Kessler Investment Group
Indiana
$12.6M +$1.24M 4 16.05% Increased
2032
Quadrant Capital Group
Quadrant Capital Group
Ohio
$12.6M +$714K 15 4.57% Increased
2033
Genesee Valley Trust
Genesee Valley Trust
New York
$12.6M +$1.53M 6 5.11% Increased
2034
CMH Wealth Management
CMH Wealth Management
New Hampshire
$12.6M -$1.68M 4 8.48% Reduced
2035
BE
Bonness Enterprises
District of Columbia
$12.6M -$689K 4 8.75% Reduced
2036
Cheviot Value Management
Cheviot Value Management
California
$12.6M -$765K 3 6.53% Reduced
2037
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$12.6M +$429K 8 6.23% Increased
2038
Girard Partners
Girard Partners
Pennsylvania
$12.5M -$14.8M 3 2.93% Reduced
2039
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$12.5M -$73.8M 6 5.47% Reduced
2040
MCA
Mercer Capital Advisers
New Jersey
$12.5M -$208K 7 9.21% Reduced
2041
Martin & Co
Martin & Co
Tennessee
$12.5M -$1.81M 5 4.17% Reduced
2042
Eventide Asset Management
Eventide Asset Management
Massachusetts
$12.5M -$7.85M 1 0.58% Reduced
2043
SC
Sawyer & Company
Massachusetts
$12.5M -$76.6K 7 8.43% Reduced
2044
Alpha Capital Management
Alpha Capital Management
Texas
$12.5M +$1.58M 4 5.34% Increased
2045
HeadInvest LLC
HeadInvest LLC
Maine
$12.5M -$345K 5 4% Reduced
2046
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$12.5M -$532K 3 11.57% Reduced
2047
NVWM LLC
NVWM LLC
Pennsylvania
$12.5M +$125K 6 9.07% Increased
2048
PT
Plimoth Trust
Massachusetts
$12.4M +$337K 6 4.3% Increased
2049
White Pine Investment Company
White Pine Investment Company
Michigan
$12.4M +$87.2K 3 6.08% Increased
2050
Herald Investment Management
Herald Investment Management
United Kingdom
$12.4M +$898K 7 3.7% Increased