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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
CPH
C Partners Holding
Switzerland
$48M -$5.69M 2 15.05% Reduced
2027
SSI
Scott & Selber Inc
Texas
$48M -$300K 4 14.89% Reduced
2028
Wilsey Asset Management
Wilsey Asset Management
California
$47.9M -$13.3K 1 8.79% Reduced
2029
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$47.8M +$1.62M 3 13.69% Increased
2030
Lakewood Capital Management
Lakewood Capital Management
New York
$47.8M -$23.9M 3 3.76% Reduced
2031
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$47.7M +$37.8M 7 4.09% Increased
2032
Inscription Capital
Inscription Capital
Texas
$47.6M +$297K 8 7.07% Increased
2033
Camden National Bank
Camden National Bank
Maine
$47.4M +$3.92M 6 6.79% Increased
2034
Orion Investment Company
Orion Investment Company
Missouri
$47.4M +$143K 4 18.42% Increased
2035
Apollon Financial
Apollon Financial
South Carolina
$47.4M +$1.5M 7 13.93% Increased
2036
Grandeur Peak Global Advisors
Grandeur Peak Global Advisors
Utah
$47.3M -$2.1M 2 3.93% Reduced
2037
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$47.3M +$91.2K 6 8.79% Increased
2038
BFSG LLC
BFSG LLC
California
$47.3M -$548K 9 5.5% Reduced
2039
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$47.2M -$78.6K 5 9.26% Reduced
2040
Elevatus Welath Management
Elevatus Welath Management
New York
$47.2M +$4.19M 6 15.44% Increased
2041
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$47.2M -$5.36M 4 0.6% Reduced
2042
Hood River Capital Management
Hood River Capital Management
Florida
$47.1M +$12.7M 2 0.76% Increased
2043
Naviter Wealth
Naviter Wealth
Arkansas
$47.1M +$806K 6 6.56% Increased
2044
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$47.1M -$6.03M 7 8.26% Reduced
2045
Vicus Capital
Vicus Capital
Pennsylvania
$47.1M -$4.6M 6 4.17% Reduced
2046
Wittenberg Investment Management
Wittenberg Investment Management
Massachusetts
$47.1M -$908K 4 15.11% Reduced
2047
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$47M +$120K 6 7.44% Increased
2048
RAM Investment Partners
RAM Investment Partners
Washington
$47M +$4.8M 5 12.24% Increased
2049
NWF Advisory Services
NWF Advisory Services
California
$47M -$951K 8 6.84% Reduced
2050
Naman Capital
Naman Capital
Brazil
$47M -$2.9M 4 18% Reduced