Forget Individual Cloud Stocks: A Single ETF Captures the Entire Boom

Quick Read Themes Cloud Computing ETF (CLOD) fell 19% YTD with 15%+ in February, WisdomTree Cloud Computing Fund (WCLD) dropped 22% YTD with 65+ holdings (max 2.8%), and First Trust Cloud Computing ETF (SKYY) declined. Microsoft (MSFT) and Amazon (AMZN) serve as comparisons. Rising real interest rates compress valuations for cloud and software companies built on future earnings, making the Federal Reserve’s rate path the most important variable. The analyst who called NVIDIA in 2010 just named his to ...