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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
Canal Insurance Company
Canal Insurance Company
South Carolina
$56.3M +$3.3M 4 12.6% Increased
2027
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$56.3M -$856K 13 10.41% Reduced
2028
Grove Bank & Trust
Grove Bank & Trust
Florida
$56.3M -$2.1M 16 7.02% Reduced
2029
TSM
Two Star Manager
Florida
$56.2M +$1.1M 2 24.83% Increased
2030
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$56.2M -$582K 7 3.06% Reduced
2031
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$55.9M -$1.29M 3 16.53% Reduced
2032
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$55.8M -$393K 6 2.43% Reduced
2033
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$55.7M -$6.91M 13 2.22% Reduced
2034
MAM
Morse Asset Management
Connecticut
$55.6M -$3.41M 13 12.19% Reduced
2035
Balboa Wealth Partners
Balboa Wealth Partners
Arizona
$55.6M +$433K 11 11.14% Increased
2036
Kestra Investment Management
Kestra Investment Management
Texas
$55.6M -$2.44M 11 1.68% Reduced
2037
Nilsine Partners
Nilsine Partners
Colorado
$55.5M -$3.99M 8 5.6% Reduced
2038
RWC Asset Advisors
RWC Asset Advisors
Florida
$55.4M -$15M 1 13.37% Reduced
2039
Wilsey Asset Management
Wilsey Asset Management
California
$55.4M +$6.51K 1 10.21% Increased
2040
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$55.3M -$2.04M 10 8.21% Reduced
2041
Apexium Financial
Apexium Financial
Texas
$55.3M +$1.21M 7 2.93% Increased
2042
Consilio Wealth Advisors
Consilio Wealth Advisors
Washington
$55.2M +$3.58M 7 19.71% Increased
2043
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$55.2M +$1.97M 8 5.01% Increased
2044
Westover Capital Advisors
Westover Capital Advisors
Delaware
$55.2M -$1.7M 6 11.02% Reduced
2045
Atwood & Palmer
Atwood & Palmer
Missouri
$55.1M +$659K 8 3.45% Increased
2046
RFMS
RWQ Financial Management Services
Florida
$55M +$30.6M 4 23.14% Increased
2047
Orion Investment Company
Orion Investment Company
Missouri
$54.9M -$122K 5 19.45% Reduced
2048
JWCA
J.W. Coons Advisors
Ohio
$54.9M +$5.06M 7 12.41% Increased
2049
GTS Securities
GTS Securities
Florida
$54.8M -$16.8M 12 2.44% Reduced
2050
Cornerstone Advisory
Cornerstone Advisory
Maryland
$54.7M -$349K 7 5.88% Reduced