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CLOU - ETF AI Analysis

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CLOU

Global X Cloud Computing ETF (CLOU)

Rating:66Neutral
Price Target:
CLOU, the Global X Cloud Computing ETF, reflects a mix of strong growth-focused cloud and software companies balanced by common sector risks like high valuations and uneven profitability. Leading holdings such as Paycom, ServiceNow, Workday, and Akamai contribute positively through solid financial performance, revenue growth, and strategic investments in cloud and security, supporting the fund’s quality. However, names like Snowflake, Cloudflare, and Zscaler face profitability, leverage, and technical challenges, and the ETF’s concentration in the cloud computing sector means investors are exposed to higher volatility and valuation risk if sentiment toward this industry weakens.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive momentum in cloud-related stocks.
Leading Cloud Computing Holdings
Several of the largest positions, such as Datadog, DigitalOcean, and Snowflake, have delivered strong year-to-date performance, helping drive the fund’s returns.
Focused Technology Exposure
The fund is heavily invested in technology companies directly tied to cloud computing, giving investors targeted exposure to a key growth area.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost funds.
Sector Concentration Risk
With most assets in the technology sector, the fund is vulnerable to downturns in tech stocks and broader market swings affecting growth companies.
Mixed Performance Among Top Holdings
Some major positions like Workday, ServiceNow, and Paycom have shown weak or negative year-to-date performance, which can offset gains from stronger holdings.

CLOU vs. SPDR S&P 500 ETF (SPY)

CLOU Summary

The Global X Cloud Computing ETF (CLOU) follows the Indxx Global Cloud Computing Index and focuses on companies that power cloud technology—how data and software are delivered over the internet. It mainly holds U.S. tech firms involved in cloud infrastructure and software services. Well-known holdings include Snowflake and ServiceNow, which help businesses store data and run key applications in the cloud. Investors might consider CLOU for growth potential and easy diversification across many cloud-focused companies in a single investment. However, it is heavily concentrated in technology stocks, so its price can rise and fall sharply with the tech sector.
How much will it cost me?The Global X Cloud Computing ETF (CLOU) has an expense ratio of 0.68%, meaning you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because it is actively managed to focus on a specific niche in cloud computing, which requires more research and oversight compared to passively managed ETFs.
What would affect this ETF?The Global X Cloud Computing ETF (CLOU) could benefit from increasing demand for cloud-based solutions as businesses continue to digitize and adopt software-as-a-service (SaaS) platforms. However, rising interest rates or economic slowdowns could negatively impact technology companies, including those in its portfolio, by reducing growth prospects and increasing borrowing costs. Additionally, regulatory changes or geopolitical tensions affecting global tech firms may pose risks to the ETF's performance.

CLOU Top 10 Holdings

CLOU is flying on the back of a few high‑octane cloud names, with Datadog and Snowflake doing much of the heavy lifting as their shares keep rising on strong growth and AI buzz. Cloudflare and DigitalOcean are also adding fuel, though DigitalOcean’s recent wobble shows the ride isn’t perfectly smooth. On the flip side, Zscaler, Workday, and ServiceNow have been losing steam, quietly tugging on returns. The fund is heavily tilted toward U.S.-listed cloud and software players, making it a concentrated bet on the global cloud-computing boom rather than a broad market mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Snowflake6.70%$15.73M$93.71B28.43%
54
Neutral
Datadog6.42%$15.07M$89.30B77.46%
69
Neutral
Twilio4.43%$10.41M$29.49B43.79%
70
Neutral
Workday4.41%$10.35M$39.44B-29.31%
73
Outperform
Cloudflare4.37%$10.26M$93.79B34.62%
61
Neutral
Paycom4.32%$10.15M$7.70B-28.29%
76
Outperform
ServiceNow4.23%$9.93M$114.38B-40.79%
75
Outperform
DigitalOcean Holdings3.94%$9.25M$13.15B284.03%
73
Outperform
Zscaler3.92%$9.20M$24.52B-46.56%
60
Neutral
Dropbox3.72%$8.74M$7.21B20.98%
62
Neutral

CLOU Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
23.30
Positive
100DMA
21.70
Positive
200DMA
21.84
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CLOU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.81, equal to the 50-day MA of 23.30, and equal to the 200-day MA of 21.84, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CLOU.

CLOU Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$234.70M0.68%
66
Neutral
$356.51M0.63%
67
Neutral
$279.27M0.45%
54
Neutral
$253.19M0.65%
70
Outperform
$205.97M0.50%
68
Neutral
$205.51M0.55%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CLOU
Global X Cloud Computing ETF
24.85
2.20
9.71%
TTEQ
T. Rowe Price Technology ETF
WQTM
WisdomTree Quantum Computing Fund
FRWD
Nomura Transformational Technologies ETF
CHPX
Global X AI Semiconductor & Quantum ETF
SPTE
SP Funds S&P Global Technology ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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