Yes, Vanguard Growth ETF (VUG) holds GOOGL with 5.95% (as of 2026-06-26).

Yes, iShares Russell 1000 Growth ETF (IWF) holds GOOGL with 3.90% (as of 2026-06-26).

Yes, First Trust Cloud Computing ETF (SKYY) holds GOOGL with 3.43% (as of 2026-06-26).

Yes, SPDR S&P 500 ETF Trust (SPY) holds GOOGL with 3.41% (as of 2026-06-26).

Yes, Vanguard S&P 500 ETF (VOO) holds GOOGL with 3.40% (as of 2026-06-26).

What ETFs hold GOOGL?

Alphabet Inc. Class A (GOOGL) is held by VUG (5.95%), IWF (3.90%), SKYY (3.43%), SPY (3.41%), VOO (3.40%), and 5 more.

What AI bubble is GOOGL in?

Alphabet Inc. Class A (GOOGL) is mapped to the AI-Capex Hyperscalers bubble on QuantAbundancia. Diverges from MSFT/META/AMZN cluster (252d corr). Distinct AI-capex trajectory.

What sector is GOOGL in?

Alphabet Inc. Class A is classified under GICS Communication Services (Interactive Media & Services).

What is GOOGL's last close price?

GOOGL last closed at $337.39 on 2026-06-26.

GOOGL

NASDAQNext earnings·Jul 23AnalystsStrong Buy·53+28%

Alphabet Inc. Class A

Communication Services · Interactive Media & Services

$337.39last close

+94.4%~252d

Price

+94.42% over 1Y

Fib key $272.00

Thesis

as of 2026-06-26

Bull case

Structural read: Search is a ~$200B/yr cash engine funding hyperscale capex + frontier-model R&D + Waymo + Verily. Alphabet is the only Big Tech name that owns the full AI stack end-to-end - custom silicon ($TPU v5p/v6 Trillium), hyperscale DC footprint, frontier model lab (DeepMind), distribution surface (Search/YouTube/Android, ~3B+ MAU each), and a vertically integrated autonomy program (Waymo).

- TPU silicon decouples Gemini training/inference from $NVDA H100/B200 capacity gates; reported $11B Anthropic TPU commitment validates external demand

- Google Cloud margin inflected positive in 2024, scaling 28-35% YoY with operating margin >15%

- YouTube #1 streaming surface (~10% of US TV time per Nielsen) with no Netflix-scale content cost burden

- Waymo running ~150k paid rides/week in SF/Phoenix/LA/Austin - only commercial robotaxi at scale ex-China

- $90B+ net cash, buyback ongoing

Bear case

- DOJ remedies trial (Search monopoly ruling) - Chrome divestiture or default-search payout ban on table 2026-2027

- LLM answer-engines ($OPENAI ChatGPT, $PPLX) erode top-of-funnel Search query volume; Search ad CPM compression risk

- Capex >$75B/yr in 2026 pressures FCF; depreciation drag arrives 2027-2028

- Cloud still 4th in IaaS share behind $AMZN AWS, $MSFT Azure, $BABA Aliyun

Analyze GOOGL· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 3 watchlists

Top correlated· 252d co-movement

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0.44
0.44

Frequently asked questions

Is GOOGL in VUG?: Yes, Vanguard Growth ETF (VUG) holds GOOGL with 5.95% (as of 2026-06-26).
Is GOOGL in IWF?: Yes, iShares Russell 1000 Growth ETF (IWF) holds GOOGL with 3.90% (as of 2026-06-26).
Is GOOGL in SKYY?: Yes, First Trust Cloud Computing ETF (SKYY) holds GOOGL with 3.43% (as of 2026-06-26).
Is GOOGL in SPY?: Yes, SPDR S&P 500 ETF Trust (SPY) holds GOOGL with 3.41% (as of 2026-06-26).
Is GOOGL in VOO?: Yes, Vanguard S&P 500 ETF (VOO) holds GOOGL with 3.40% (as of 2026-06-26).
What ETFs hold GOOGL?: Alphabet Inc. Class A (GOOGL) is held by VUG (5.95%), IWF (3.90%), SKYY (3.43%), SPY (3.41%), VOO (3.40%), and 5 more.
What AI bubble is GOOGL in?: Alphabet Inc. Class A (GOOGL) is mapped to the AI-Capex Hyperscalers bubble on QuantAbundancia. Diverges from MSFT/META/AMZN cluster (252d corr). Distinct AI-capex trajectory.
What sector is GOOGL in?: Alphabet Inc. Class A is classified under GICS Communication Services (Interactive Media & Services).
What is GOOGL's last close price?: GOOGL last closed at $337.39 on 2026-06-26.

GOOGL

Price

Thesis

Analyze GOOGL· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 3 watchlists

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching GOOGL

Recent news· high-signal only

Held by ETFs

Key levels

Facts