Watchlist / cloud-etfs

watchlist

Watchlist / cloud-etfs

current roster plus event stream

symbols 4 events 116 latest

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

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +3.1%+4.6%+10.9%+25.7%+18.6%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +2.5%+3.5%+8.8%+22.6%+2.6%

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 67 · 100% above SMA200 · covered 4/4

contributors

WCLD+3.1pp+12.4%
IGV+2.7pp+10.7%
SKYY+2.6pp+10.6%
CLOU+2.5pp+10.1%

Holdings

WCLD $43.74 +12.4% 30d in trend IGV $112.67 +10.7% 30d in trend CLOU $30.11 +10.1% 30d in trend SKYY $174.88 +10.6% 30d in trend
WCLD $43.74 +2.9% +12.4% +29.2% +22.6% 67 in trend +0.0%
IGV $112.67 +2.8% +10.7% +21.9% -2.6% 66 in trend -4.3%
SKYY $174.88 +2.8% +10.6% +25.1% +27.2% 69 in trend +0.0%
CLOU $30.11 +3.9% +10.1% +26.7% +27.4% 66 in trend -0.1%

Feed generated 2026-10-09.