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% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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