Watchlist / cloud-etfs

watchlist

Watchlist / cloud-etfs

current roster plus event stream

symbols 4 events 127 latest

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

Showing 120 of 127 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +0.0%+0.5%+3.1%+31.7%+18.3%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ +1.1%+1.5%+4.3%+28.3%+3.9%

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

30D breadth 3/4 up

trend: 4 up · 0 flat · 0 down · avg RSI 56 · 100% above SMA200 · covered 4/4

contributors

WCLD+2.5pp+10.0%
CLOU+0.6pp+2.5%
IGV+0.5pp+1.9%
SKYY-0.5pp-1.8%

Holdings

WCLD $45.28 +10.0% 30d in trend IGV $108.72 +1.9% 30d in trend CLOU $29.66 +2.5% 30d in trend SKYY $164.32 -1.8% 30d in trend
WCLD $45.28 +1.2% +10.0% +43.8% +28.9% 64 in trend -0.6%
CLOU $29.66 +0.1% +2.5% +31.7% +26.2% 57 in trend -2.7%
IGV $108.72 -0.1% +1.9% +24.8% -4.2% 53 in trend -7.7%
SKYY $164.32 -1.4% -1.8% +26.7% +22.2% 49 in trend -6.5%

Feed generated 2026-10-23.