What stocks does SKYY hold?

First Trust Cloud Computing ETF (SKYY) holds 10 positions as of 2026-07-01. Top holdings: DOCN (5.29%), ORCL (4.36%), DELL (3.99%), NTNX (3.82%), AMZN (3.62%), LUMN (3.62%), IBM (3.48%), P (3.48%), GOOGL (3.43%), ANET (3.36%).

What AI thesis does SKYY carry?

SKYY is mapped on QuantAbundancia to 1 bubble: AI-Capex Hyperscalers.

Which ETFs are similar to SKYY?

Based on overlapping holdings (Jaccard similarity), the closest ETFs to SKYY are CHAT, WTAI, MAGS, IWD, VTI.

$SKYYNASDAQ

First Trust Cloud Computing ETF

First Trust

First Trust Cloud Computing ETF holds companies across the infrastructure, platform, and software cloud-computing business models.

Issuer holdings ↗

AUM -

Expense -

Latest NAV$134.63

Holdings10 (38%)

Net 90d+$557M

Carries the thesis for

AI-Capex Hyperscalers
Cloud-specific, includes infra + SaaS.
→

Flow series · 90 days

Window 2026-05-03 → 2026-07-01Days w/ flow 59 / 60Total +$557M

Top holdings · as of 2026-07-01

ranked by weight

DOCNDigitalOcean Holdings, Inc.
5.29%
weight
$144.58last
ORCLOracle CorporationAI-Capex Hyperscalers
4.36%
weight
$142.50last
DELLDell Technologies Inc.
3.99%
weight
$425.25last
NTNXNutanix, Inc.
3.82%
weight
$51.20last
AMZNAmazon.com, Inc.AI-Capex Hyperscalers
3.62%
weight
$241.70last
LUMNLUMN
3.62%
weight
- last
IBMInternational Business Machines CorporationQuantum
3.48%
weight
$286.25last
PP
3.48%
weight
- last
GOOGLAlphabet Inc. Class AAI-Capex Hyperscalers
3.43%
weight
$361.21last
ANETArista Networks, Inc.Networking / Optical
3.36%
weight
$166.62last

Co-mover ETFs

Jaccard on overlapping holdings

Frequently asked questions

What stocks does SKYY hold?: First Trust Cloud Computing ETF (SKYY) holds 10 positions as of 2026-07-01. Top holdings: DOCN (5.29%), ORCL (4.36%), DELL (3.99%), NTNX (3.82%), AMZN (3.62%), LUMN (3.62%), IBM (3.48%), P (3.48%), GOOGL (3.43%), ANET (3.36%).
What AI thesis does SKYY carry?: SKYY is mapped on QuantAbundancia to 1 bubble: AI-Capex Hyperscalers.
Which ETFs are similar to SKYY?: Based on overlapping holdings (Jaccard similarity), the closest ETFs to SKYY are CHAT, WTAI, MAGS, IWD, VTI.

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