Cloud infrastructure ETFs in the productivity handoff

Companies that rent computing and storage over the internet. Driven by how much customers use, including for AI.

5ETFs in this category

$4.4bnmoney in them

7.3%of the productivity handoff’s money

SKYYlargest unleveraged ETF, 79.5%

How they did, to Nov 2, 2026

	1 month	YTD	12 months
Category median	−8.1%	+20.9%	+13.5%
Its story	−7.2%	+16.6%	+7.6%
Broad US ETFs	−2.5%	+11.5%	+11.8%

1 month

YTD

12 months

Category median

−8.1%

+20.9%

+13.5%

Its story

−7.2%

+16.6%

+7.6%

Broad US ETFs

−2.5%

+11.5%

+11.8%

Every ETF here, largest first

#	ETF	Name	Assets	Share	12 months	Fee
1	SKYY	First Trust Cloud Computing ETF	$3.5bn	79.5%	+8.5%	0.60%
2	CLOU	Global X Cloud Computing ETF	$417m	9.6%	+13.5%	0.68%
3	WCLD	WisdomTree Cloud Computing Fund	$321m	7.4%	+20.3%	0.45%
4	FCLD	Fidelity Cloud Computing ETF	$153m	3.5%	+28.9%	0.39%
5	CLOD	Themes Cloud Computing ETF	$2m	0.0%	−8.4%	0.35%

Other categories in the productivity handoff

Enterprise software ETFs 15 ETFs Internet and online retail 3 ETFs AI lab vehicles 5 ETFs Leveraged and inverse 88 ETFs Everything else 10 ETFs

Common questions

Which ETFs are cloud infrastructure ETFs?5 US ETFs sit in this category of the productivity handoff. Companies that rent computing and storage over the internet. Driven by how much customers use, including for AI.

What is the largest cloud infrastructure ETF?SKYY, First Trust Cloud Computing ETF, with $3.5bn, 79.5% of the category's money.

How have cloud infrastructure ETFs performed?The median unleveraged ETF here returned +13.5% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.