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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
Krilogy Financial
Krilogy Financial
Missouri
$16.5M +$2M 6 3.17% Increased
2027
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$16.5M +$126K 10 1.8% Increased
2028
Argus Investors Counsel
Argus Investors Counsel
New York
$16.5M -$799K 4 7.92% Reduced
2029
RCIM
Russell Clark Investment Management
United Kingdom
$16.4M +$2.32M 5 10.48% Increased
2030
Centaurus Financial
Centaurus Financial
California
$16.4M -$1.17M 11 2.59% Reduced
2031
Buckhead Capital Management
Buckhead Capital Management
Georgia
$16.4M -$1.36M 3 4.93% Reduced
2032
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$16.4M -$111K 7 9.99% Reduced
2033
MCM
McMillion Capital Management
North Carolina
$16.4M -$5.91M 7 8.63% Reduced
2034
NTV Asset Management
NTV Asset Management
West Virginia
$16.3M -$844K 7 4.68% Reduced
2035
One Capital Management
One Capital Management
California
$16.3M -$123K 7 2.77% Reduced
2036
Perella Weinberg Partners Capital Management
Perella Weinberg Partners Capital Management
New York
$16.3M -$987K 3 0.71% Reduced
2037
Highbridge Capital Management
Highbridge Capital Management
New York
$16.2M +$362K 3 1.07% Increased
2038
HeadInvest LLC
HeadInvest LLC
Maine
$16.2M +$124K 6 4.59% Increased
2039
Navellier & Associates
Navellier & Associates
Nevada
$16.2M +$5.79M 4 2.51% Increased
2040
Naples Global Advisors
Naples Global Advisors
Florida
$16.2M +$411K 7 3.94% Increased
2041
Orca Investment Management
Orca Investment Management
Oregon
$16.2M +$163K 7 18.04% Increased
2042
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$16.2M -$77.3K 3 3.11% Reduced
2043
Nicholas Investment Partners
Nicholas Investment Partners
California
$16.1M -$911K 4 1.48% Reduced
2044
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$16.1M $0 2 5.13% Maintained
2045
Perennial Advisors
Perennial Advisors
New York
$16.1M +$352K 4 8.56% Increased
2046
Corrado Advisors
Corrado Advisors
New Jersey
$16M -$604K 4 14.36% Reduced
2047
CRB
Chad R. Baker
$16M $0 3 5.59% Maintained
2048
WealthPLAN Partners
WealthPLAN Partners
Nebraska
$16M -$666K 5 2.41% Reduced
2049
BC
Bruce & Co
Illinois
$16M -$3.26M 1 3.41% Reduced
2050
QCI
Quaker Capital Investments
Pennsylvania
$16M +$577K 3 6.5% Increased