Overview
The cloud stack in one fund — infrastructure providers, platform builders and SaaS names, around 65 companies weighted by cloud-revenue purity.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| ORCL | Oracle Corp. | 4.8% |
| MSFT | Microsoft Corp. | 4.2% |
| AMZN | Amazon.com Inc. | 3.9% |
| GOOGL | Alphabet Inc. A | 3.6% |
| NTAP | NetApp Inc. | 3.1% |
| PSTG | Pure Storage | 2.9% |
| CRM | Salesforce Inc. | 2.7% |
| NOW | ServiceNow Inc. | 2.5% |
| DDOG | Datadog Inc. | 2.3% |
| NET | Cloudflare Inc. | 2.2% |
Fund Details
Investment Thesis
AI runs on rented computers, and SKYY owns the landlords: the hyperscalers building data centres, the storage suppliers behind them and the SaaS layer on top. The original cloud ETF's +20% year came as AI capex turned cloud infrastructure from a mature story back into a growth one. Purity weighting keeps it from being just another mega-cap fund.
Who It's For
Thematic investors who want the cloud-infrastructure layer of the AI trade — the compute landlords rather than the chipmakers. Fifteen years of theme history behind it.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $35.10 | -- |
| 2017 | $45.63 | +30.0% |
| 2018 | $44.71 | -2.0% |
| 2019 | $62.60 | +40.0% |
| 2020 | $97.03 | +55.0% |
| 2021 | $103.82 | +7.0% |
| 2022 | $60.22 | -42.0% |
| 2023 | $85.51 | +42.0% |
| 2024 | $102.61 | +20.0% |
| 2025 | $118.00 | +15.0% |
| Year | Yield |
|---|---|
| 2016 | 0.00% |
| 2017 | 0.00% |
| 2018 | 0.00% |
| 2019 | 0.00% |
| 2020 | 0.00% |
| 2021 | 0.00% |
| 2022 | 0.00% |
| 2023 | 0.00% |
| 2024 | 0.00% |
| 2025 | 0.00% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $0.6B | -- |
| 2017 | $1B | +66.7% |
| 2018 | $1.6B | +60.0% |
| 2019 | $2.2B | +37.5% |
| 2020 | $5B | +127.3% |
| 2021 | $6B | +20.0% |
| 2022 | $3B | -50.0% |
| 2023 | $3B | +0.0% |
| 2024 | $3B | +0.0% |
| 2025 | $3B | +0.0% |
Price history from exchange data. Dividend yields from reported distributions; some earlier years are derived from total-return vs price-return data or are ETFHub estimates. AUM history is an ETFHub estimate modelled from current assets and annual returns (fund flows not reflected) and may differ from official fund records. Data as of October 2026.
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