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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
CRCP
Copper Rock Capital Partners
Massachusetts
$14M -$2.5M 1 0.8% Reduced
2027
HH
HWG Holdings
Texas
$13.9M +$7.25M 5 11.54% Increased
2028
CA
Corrado Advisors
New Jersey
$13.9M +$120K 4 8.42% Increased
2029
PM
Penbrook Management
New York
$13.9M +$688K 6 13.38% Increased
2030
AIA
Affinity Investment Advisors
California
$13.9M -$4.58M 4 1.96% Reduced
2031
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$13.9M +$574K 6 6.27% Increased
2032
KIG
Kessler Investment Group
Indiana
$13.9M -$237K 4 16.6% Reduced
2033
NL
NVWM LLC
Pennsylvania
$13.9M -$347K 6 9.63% Reduced
2034
Nine Masts Capital
Nine Masts Capital
Hong Kong
$13.8M -$121M 2 2.69% Reduced
2035
Clearstead Trust
Clearstead Trust
Maine
$13.8M -$379K 6 12.34% Reduced
2036
WIA
Westbourne Investment Advisors
Maryland
$13.8M +$35.8K 5 11.89% Increased
2037
Corient Capital Partners
Corient Capital Partners
California
$13.8M +$4.71M 6 2.41% Increased
2038
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$13.8M +$2.19M 7 2.16% Increased
2039
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$13.8M -$160K 6 2.57% Reduced
2040
Rational Advisors
Rational Advisors
New York
$13.7M +$1.97M 11 6.46% Increased
2041
ACM
Ativo Capital Management
Illinois
$13.7M -$479K 2 3.82% Reduced
2042
OCP
Oakcliff Capital Partners
New York
$13.7M $0 1 10.39% Maintained
2043
IIM
Ipswich Investment Management
Massachusetts
$13.6M -$11.8M 4 6.27% Reduced
2044
Manchester Capital Management
Manchester Capital Management
Vermont
$13.6M +$2.28M 10 2.07% Increased
2045
FHAM
Folger Hill Asset Management
New York
$13.6M -$55.2M 1 38.16% Reduced
2046
Gradient Investments
Gradient Investments
Minnesota
$13.6M +$976K 12 0.73% Increased
2047
GM Advisory Group
GM Advisory Group
New York
$13.6M +$140K 7 4.04% Increased
2048
OCMI
Oaktop Capital Management II
New Jersey
$13.6M $0 1 2.98% Maintained
2049
GI
Glovista Investments
New Jersey
$13.6M +$2.18M 6 3.34% Increased
2050
Capital Planning Advisors
Capital Planning Advisors
California
$13.6M -$6.64M 5 6.14% Reduced