Watchlist / cloud-etfs

watchlist

Watchlist / cloud-etfs

current roster plus event stream

symbols 4 events 87 latest

Cloud ETFs - contrarian SaaS thesis. AI accelerates SaaS, survivors will consolidate.

Cumulative return since Jul 16 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -2.1%-1.0%+14.7%+23.3%+16.4%
SPY -0.5%-0.1%+4.0%+4.9%+21.4%
Δ -1.6%-0.9%+10.8%+18.4%-5.0%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 4/4 up

trend: 4 up · 0 flat · 0 down · avg RSI 64 · 100% above SMA200 · covered 4/4

contributors

SKYY+4.8pp+19.2%
CLOU+3.9pp+15.5%
WCLD+3.6pp+14.3%
IGV+2.5pp+9.9%

Holdings

WCLD $39.77 +14.3% 30d in trend IGV $101.99 +9.9% 30d coming into play CLOU $27.88 +15.5% 30d in trend SKYY $162.24 +19.2% 30d in trend
SKYY $162.24 -1.9% +19.2% +25.5% +32.8% 68 in trend -4.0%
CLOU $27.88 -1.9% +15.5% +23.0% +23.9% 65 in trend -4.7%
WCLD $39.77 -2.5% +14.3% +34.9% +14.1% 63 in trend -5.5%
IGV $101.99 -2.0% +9.9% +9.8% -5.1% 59 coming into play -13.6%

Feed generated 2026-08-15.