— Know what they know.
Not Investment Advice

SKYY

First Trust Cloud Computing ETF
1W: -1.1% 1M: -1.0% 3M: -17.0% YTD: -14.4% 1Y: +5.6% 3Y: +73.0% 5Y: +17.9%
$111.83
+1.50 (+1.36%)
After Hours: $109.00 (-2.83, -2.53%)
Weekly Expected Move ±3.4%
$99 $102 $106 $110 $113
ETF NASDAQ · AUM $2.4B
ETF-Level Metrics
AUM$2.4B
Holdings63
Top 10 Wt—%
Beta1.32
% Profitable69%
Coverage0%
Portfolio Valuation
P/E28.1
P/B7.5
P/S5.7
EV/EBITDA17.7
P/FCF42.4
PEG0.68
Profitability & Returns
Gross Margin56.3%
Net Margin19.9%
ROE29.1%
ROA13.7%
ROIC22.0%
Div Yield0.37%
Leverage & Liquidity
Debt/Equity0.45
Debt/Assets0.22
Net Debt/EBITDA0.2x
Interest Cov26.2x
Current Ratio1.26
Quick Ratio1.19
Growth (YoY)
Revenue+17.6%
Net Income+32.1%
EPS+33.3%
FCF+34.4%
EBITDA+35.2%
Rev CAGR 3Y+15.3%
Quality Scores
Piotroski F6.3
Altman Z7.90
IS Quality66.5
IS Overall59.1
IS Value33.5
Median P/E23.6

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 57 0.0% 13.7
Communication Services 3 0.0% 204.2
Healthcare 1 0.0% 31.5
Other 1 0.0%
Consumer Cyclical 1 0.0% 28.9

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
PANW Palo Alto Networks, Inc. 0.00% 4 Bullish 2 2 +11.0%
CSCO Cisco Systems, Inc. 0.00% 4 Bullish 5 6 +0.1%
CRM Salesforce, Inc. 0.00% 4 Bullish 10 5 -4.2%
IBM International Business Machines Corporation 0.00% 4 Bullish 10 8 +2.5%
Showing 50 of 63 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Intuit Inc. INTU 0.00% $14.9M 28,117 27.2 $117.6B Technology
2 International Business Machines Corporation IBM 0.00% $89.6M 346,680 21.9 $232.8B Technology
3 Datadog, Inc. (Class A) DDOG 0.00% $15.5M 111,430 392.0 $42.6B Technology
4 CrowdStrike Holdings, Inc. (Class A) CRWD 0.00% $15.5M 35,017 -550.3 $101.2B Technology
5 Palo Alto Networks, Inc. PANW 0.00% $15.8M 93,777 88.5 $111.2B Technology
6 Zoom Communications, Inc. (Class A) ZM 0.00% $16.1M 209,859 12.8 $24.4B Technology
7 Klaviyo, Inc. (Class A) KVYO 0.00% $15.9M 624,293 -182.5 $5.8B Technology
8 Appian Corporation APPN 0.00% $16.9M 686,851 1466.5 $1.8B Technology
9 Five9, Inc. FIVN 0.00% $18.4M 1,288,938 29.5 $1.2B Technology
10 SAP SE (ADR) SAP 0.00% $24.6M 147,505 23.7 $200.2B Technology
11 Lumen Technologies, Inc. LUMN 0.00% $71.0M 10,992,462 -4.0 $7.2B Communication Services
12 NetApp, Inc. NTAP 0.00% $45.2M 479,468 16.9 $20.5B Technology
13 Twilio Inc. (Class A) TWLO 0.00% $46.9M 412,440 589.6 $19.9B Communication Services
14 Hewlett Packard Enterprise Company HPE 0.00% $49.7M 2,445,787 -210.4 $32.7B Technology
15 Dell Technologies Inc. (Class C) DELL 0.00% $51.0M 401,120 19.1 $117.7B Technology
16 MongoDB, Inc. MDB 0.00% $55.7M 268,222 -289.2 $20.3B Technology
17 DocuSign, Inc. DOCU 0.00% $15.5M 257,099 31.4 $9.4B Technology
18 Akamai Technologies, Inc. AKAM 0.00% $69.3M 796,683 37.6 $17.1B Technology
19 Toast, Inc. (Class A) TOST 0.00% $14.0M 521,490 45.5 $15.6B Technology
20 Fastly, Inc. (Class A) FSLY 0.00% $76.0M 2,492,389 -41.4 $5.1B Technology
21 CoreWeave, Inc. (Class A) CRWV 0.00% $74.7M 1,219,212 -30.7 $43.2B Technology
22 Cloudflare, Inc. (Class A) NET 0.00% $71.1M 356,222 -726.0 $74.4B Technology
23 Wix.com Ltd. WIX 0.00% $33.6M 372,580 88.9 $4.5B Technology
24 RingCentral, Inc. (Class A) RNG 0.00% $35.9M 983,850 75.0 $3.4B Technology
25 GitLab Inc. (Class A) GTLB 0.00% $37.2M 1,302,712 -66.9 $3.8B Technology
26 ServiceTitan, Inc. (Class A) TTAN 0.00% $37.7M 598,583 -37.0 $6.0B Technology
27 Applovin Corp. (Class A) APP 0.00% $38.5M 89,227 39.2 $130.6B Technology
28 Atlassian Corporation (Class A) TEAM 0.00% $39.4M 357,742 -95.1 $18.0B Technology
29 HubSpot, Inc. HUBS 0.00% $40.1M 145,621 279.4 $12.9B Technology
30 Adobe Incorporated ADBE 0.00% $40.1M 167,086 13.8 $99.0B Technology
31 ServiceNow, Inc. NOW 0.00% $40.9M 329,202 60.6 $106.7B Technology
32 Salesforce, Inc. CRM 0.00% $41.7M 232,017 23.5 $175.4B Technology
33 Workiva Inc. WK 0.00% $42.2M 577,887 -129.5 $3.4B Technology
34 Shopify Inc. (Class A) SHOP 0.00% $42.5M 337,173 124.8 $154.3B Technology
35 Paycom Software, Inc. PAYC 0.00% $14.2M 110,628 15.0 $6.8B Technology
36 Rubrik, Inc. (Class A) RBRK 0.00% $42.9M 771,629 -29.0 $10.4B Technology
37 Elastic N.V. ESTC 0.00% $14.1M 252,798 -63.4 $5.2B Technology
38 Workday, Inc. (Class A) WDAY 0.00% $14.3M 82,691 49.9 $35.1B Technology
39 Q2 Holdings, Inc. QTWO 0.00% $14.3M 247,190 57.4 $3.0B Technology
40 Paylocity Holding Corporation PCTY 0.00% $14.4M 121,020 24.3 $5.8B Technology
41 Box, Inc. (Class A) BOX 0.00% $14.7M 603,580 33.9 $3.4B Technology
42 BlackLine, Inc. BL 0.00% $14.9M 312,859 88.3 $2.2B Technology
43 Snowflake Inc. (Class A) SNOW 0.00% $13.0M 70,968 -39.0 $52.5B Technology
44 Open Text Corporation OTEX 0.00% $13.1M 530,018 13.0 $5.6B Technology
45 The Trade Desk, Inc. (Class A) TTD 0.00% $13.4M 450,703 23.9 $10.5B Technology
46 Zscaler, Inc. ZS 0.00% $13.6M 70,895 -327.2 $22.3B Technology
47 DigitalOcean Holdings, Inc. DOCN 0.00% $94.3M 1,023,760 31.8 $8.3B Technology
48 Nutanix, Inc. (Class A) NTNX 0.00% $93.1M 2,238,047 41.4 $11.1B Technology
49 US Dollar Private $USD 0.00% $1.1M
50 Oracle Corporation ORCL 0.00% $87.3M 529,729 25.8 $421.0B Technology

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms