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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
Freedom Investment Management
Freedom Investment Management
Connecticut
$35.1M -$926K 11 2.68% Reduced
2027
Cadence Bank
Cadence Bank
Mississippi
$35M +$1.1M 5 4.89% Increased
2028
One Capital Management
One Capital Management
California
$35M +$805K 6 2.9% Increased
2029
Westover Capital Advisors
Westover Capital Advisors
Delaware
$35M +$1.69M 5 10.95% Increased
2030
CNBTD
Citizens National Bank Trust Department
Mississippi
$34.8M +$403K 5 9.9% Increased
2031
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$34.8M +$64.8K 6 11.3% Increased
2032
Avitas Wealth Management
Avitas Wealth Management
California
$34.7M -$44.3K 6 6.32% Reduced
2033
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$34.7M +$8.83M 3 5.87% Increased
2034
Bridgewater Advisors
Bridgewater Advisors
New York
$34.7M +$9.2M 9 9.53% Increased
2035
Blackstone Inc
Blackstone Inc
New York
$34.6M -$51.6M 3 0.08% Reduced
2036
Unio Capital
Unio Capital
New Jersey
$34.6M -$285K 3 15.41% Reduced
2037
Naples Global Advisors
Naples Global Advisors
Florida
$34.6M -$229K 6 4.54% Reduced
2038
Strategy Asset Managers
Strategy Asset Managers
California
$34.5M -$325K 6 7.68% Reduced
2039
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$34.5M +$1.86M 4 4.49% Increased
2040
Steamboat Capital Partners
Steamboat Capital Partners
New York
$34.5M -$192K 3 8% Reduced
2041
Executive Wealth Management
Executive Wealth Management
Michigan
$34.5M -$1.61M 6 3.8% Reduced
2042
Mission Creek Capital Partners
Mission Creek Capital Partners
California
$34.5M +$13M 8 6.42% Increased
2043
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$34.4M -$5.31M 10 5% Reduced
2044
Granger Management
Granger Management
New York
$34.4M +$81.9K 5 6.02% Increased
2045
CWM
Cornerstone Wealth Management
Missouri
$34.4M -$223K 9 3.66% Reduced
2046
Chiron Investment Management
Chiron Investment Management
New York
$34.4M -$18.6M 3 5.44% Reduced
2047
Walleye Capital
Walleye Capital
New York
$34.4M +$10.7M 12 0.98% Increased
2048
Engineers Gate Manager
Engineers Gate Manager
New York
$34.4M +$11.9M 17 1.96% Increased
2049
Spectrum Management Group
Spectrum Management Group
Indiana
$34.4M +$5.47M 8 5.41% Increased
2050
Magnolia Capital Advisors
Magnolia Capital Advisors
Mississippi
$34.3M +$23.6M 7 11.95% Increased