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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
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$54.7M -$436K 8 12.77% Reduced
2027
Jackson Square Partners
Jackson Square Partners
California
$54.7M -$3.99M 3 5.7% Reduced
2028
CAM
Centre Asset Management
New York
$54.7M -$2.65M 3 12.51% Reduced
2029
Nilsine Partners
Nilsine Partners
Colorado
$54.6M +$7.41M 8 5.84% Increased
2030
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$54.6M -$279K 7 12.45% Reduced
2031
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$54.5M +$5.79M 6 10.72% Increased
2032
BNC Wealth Management
BNC Wealth Management
Oregon
$54.5M +$1.55M 5 17.93% Increased
2033
Zhang Financial
Zhang Financial
Michigan
$54.5M +$1.88M 6 3.12% Increased
2034
GWSG
GPS Wealth Strategies Group
Colorado
$54.3M -$1.91M 18 6.97% Reduced
2035
Headwater Capital
Headwater Capital
China
$54.2M +$51.7M 3 28.91% New
2036
Westover Capital Advisors
Westover Capital Advisors
Delaware
$54.2M +$116K 6 11.92% Increased
2037
McDonough Capital Management
McDonough Capital Management
Florida
$54.1M +$1.96M 3 33.43% Increased
2038
Clearstead Trust
Clearstead Trust
Maine
$54M +$5.36M 8 11.68% Increased
2039
Gladius Capital Management
Gladius Capital Management
Illinois
$54M +$7.3M 4 5.8% Increased
2040
Cornerstone Advisory
Cornerstone Advisory
Maryland
$54M -$2.34M 8 6.14% Reduced
2041
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$54M -$1.05M 6 19.62% Reduced
2042
Guardian Partners
Guardian Partners
Canada
$53.9M +$53.1M 5 5.49% New
2043
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$53.9M +$5.35M 8 7.57% Increased
2044
Executive Wealth Management
Executive Wealth Management
Michigan
$53.8M +$1.33M 7 4.22% Increased
2045
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$53.8M +$15.8K 12 10.59% Increased
2046
Aquatic Capital Management
Aquatic Capital Management
Illinois
$53.8M -$130M 6 1.46% Reduced
2047
Apollon Financial
Apollon Financial
South Carolina
$53.8M +$1.64M 7 13.33% Increased
2048
HBK Investments
HBK Investments
Texas
$53.8M -$97.7M 2 0.67% Reduced
2049
Capital City Trust
Capital City Trust
Florida
$53.8M +$407K 6 13.42% Increased
2050
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$53.7M +$7.71M 4 6.68% Increased