3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
The article discusses three cloud computing ETFs to invest in as enterprise AI spending accelerates, including the First Trust Cloud Computing ETF and the WisdomTree Cloud Computing Fund. These ETFs offer different approaches to the cloud computing theme, with varying levels of exposure to hyperscalers and pure-play cloud software names.
Enterprise digital transformation drives demand for cloud services, with AI infrastructure spending adding momentum. Three cloud computing ETFs are highlighted: the First Trust Cloud Computing ETF (SKYY), a blended fund with exposure to hyperscalers like Amazon and Microsoft; the WisdomTree Cloud Computing Fund (WCLD), a pure-play SaaS vehicle focused on emerging cloud software names; and a newer low-cost thematic option. SKYY is down 10% year-to-date but up 20% over the trailing year, with a 307% return over the past decade. WCLD is down 22% year-to-date and 12% over the trailing year due to its concentrated exposure to smaller SaaS names. The funds offer different trade-offs between thematic exposure, liquidity, and volatility.
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