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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
Prospera Financial Services
Prospera Financial Services
Texas
$15.3M -$1.81M 7 2.85% Reduced
2027
HIC
Harbor Island Capital
Massachusetts
$15.2M -$2.23M 3 13.35% Reduced
2028
Quadrant Capital Group
Quadrant Capital Group
Ohio
$15.2M -$163K 16 4.34% Reduced
2029
Manchester Capital Management
Manchester Capital Management
Vermont
$15.1M -$79.6K 10 2.17% Reduced
2030
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$15.1M -$1.17M 7 3.35% Reduced
2031
Horan Capital Advisors
Horan Capital Advisors
Ohio
$15.1M -$7.21K 6 9.72% Reduced
2032
Quantitative Investment Management
Quantitative Investment Management
Virginia
$15.1M -$142M 2 0.53% Reduced
2033
Centaurus Financial
Centaurus Financial
California
$15.1M -$6.13M 11 2.72% Reduced
2034
BBR Partners
BBR Partners
New York
$15M +$2.14M 6 2.17% Increased
2035
West Coast Financial
West Coast Financial
California
$15M +$1.2M 5 3.46% Increased
2036
Oberweis Asset Management
Oberweis Asset Management
Illinois
$15M +$1M 5 2.9% Increased
2037
GM Advisory Group
GM Advisory Group
New York
$14.9M -$242K 7 4.68% Reduced
2038
Avantax Planning Partners
Avantax Planning Partners
Iowa
$14.9M +$619K 16 1.2% Increased
2039
AIS
AlphaOne Investment Services
Pennsylvania
$14.9M +$4.71M 8 4.43% Increased
2040
Cheviot Value Management
Cheviot Value Management
California
$14.9M -$577K 3 7.01% Reduced
2041
Bruderman Asset Management
Bruderman Asset Management
New York
$14.9M -$1.45M 10 3.42% Reduced
2042
BIMC
Benson Investment Management Company
Virginia
$14.9M -$149K 4 11.19% Reduced
2043
III
Independent Investors Inc
New York
$14.9M +$38.5K 5 5.25% Increased
2044
HeadInvest LLC
HeadInvest LLC
Maine
$14.9M -$312K 6 4.28% Reduced
2045
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$14.9M +$714K 8 5.98% Increased
2046
Apriem Advisors
Apriem Advisors
California
$14.8M +$303K 6 3.24% Increased
2047
Taylor Wealth Management Partners
Taylor Wealth Management Partners
Massachusetts
$14.8M -$467K 3 6.29% Reduced
2048
Rational Advisors
Rational Advisors
New York
$14.8M -$680K 10 3.54% Reduced
2049
MCA
Mercer Capital Advisers
New Jersey
$14.8M -$184K 7 9.86% Reduced
2050
Herald Investment Management
Herald Investment Management
United Kingdom
$14.8M $0 7 3.78% Maintained