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FCLD - ETF AI Analysis

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FCLD

Fidelity Cloud Computing ETF (FCLD)

Rating:67Neutral
Price Target:
FCLD, the Fidelity Cloud Computing ETF, earns a solid overall rating largely because of strong core holdings like Salesforce and Microsoft, which benefit from robust financial performance, positive earnings outlooks, and long-term growth drivers in cloud and AI. Other key positions such as Western Digital, ServiceNow, Equinix, and AppLovin further support the rating with improving fundamentals and growth prospects, though many of these names share a common risk of high valuations and some bearish or mixed technical signals. Weaker contributors like SanDisk and Snowflake, which face profitability, leverage, and valuation challenges, slightly hold back the fund’s rating and highlight the risk that comes from concentrated exposure to higher-growth, more volatile tech names.
Positive Factors
Strong Standout Holding
One of the largest positions has delivered very strong gains, helping support the fund despite recent weakness.
Focused Cloud and Tech Exposure
The ETF is heavily tilted toward technology and cloud-related companies, giving investors targeted exposure to a key long-term growth theme.
Reasonable Expense Ratio for a Niche Theme
The fund’s fee is moderate for a specialized, actively focused cloud-computing ETF, so less of your return is lost to costs compared with many thematic funds.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year to date, signaling recent pressure on its holdings.
High Concentration in Technology and the U.S.
Most of the portfolio is in U.S. technology stocks, which increases sensitivity to downturns in that sector and market.
Several Key Holdings Are Lagging
A number of the larger positions have been weak so far this year, which can drag on the fund’s overall results.

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

FCLD Summary

The Fidelity Cloud Computing ETF (FCLD) tracks the Fidelity Cloud Computing Index and focuses on companies that power cloud technology, mainly in the U.S. It holds well-known names like Microsoft and Salesforce, along with other firms that provide cloud software, data storage, and digital infrastructure. Someone might invest in this ETF to tap into the long-term growth of cloud computing while spreading their money across many companies instead of picking single stocks. A key risk is that it is heavily focused on technology, so its price can swing a lot and may fall sharply if tech stocks struggle.
How much will it cost me?The Fidelity Cloud Computing ETF (Ticker: FCLD) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on a specific sector, cloud computing, requiring more research and expertise. It’s designed for investors seeking targeted exposure to innovative technology companies.
What would affect this ETF?The Fidelity Cloud Computing ETF (FCLD) could benefit from increased demand for cloud services as businesses continue to digitize and adopt innovative technologies, especially in the Software & Services sector. However, rising interest rates or economic slowdowns could negatively impact technology companies, including top holdings like Microsoft and Salesforce, by increasing borrowing costs and reducing corporate spending on IT solutions. Additionally, regulatory changes in data privacy or global trade tensions could pose risks to the ETF's globally exposed portfolio.

FCLD Top 10 Holdings

FCLD is essentially a pure play on the global cloud and data infrastructure boom, with a heavy tilt toward tech. SanDisk, Western Digital, and Seagate have been rising and act as the fund’s main engines, benefiting from growing demand for storage behind the cloud. Data-center landlords Equinix and Digital Realty are steady contributors, quietly collecting rent from the cloud’s physical backbone. On the flip side, big software names like Microsoft, Salesforce, ServiceNow, Snowflake, and Datadog have seen mixed to lagging momentum lately, so their recent softness has been a headwind despite strong long-term cloud and AI stories.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SanDisk Corp5.11%$4.07M$115.26B2412.95%
55
Neutral
Seagate Tech5.10%$4.06M$108.23B611.64%
68
Neutral
Western Digital5.02%$3.99M$114.86B871.55%
77
Outperform
Equinix4.51%$3.58M$99.99B27.62%
73
Outperform
Salesforce4.29%$3.41M$162.79B-30.87%
80
Outperform
Microsoft4.29%$3.41M$2.78T-4.14%
79
Outperform
ServiceNow3.95%$3.14M$101.95B-37.80%
75
Outperform
AppLovin3.82%$3.03M$131.94B42.28%
74
Outperform
Digital Realty3.57%$2.84M$63.79B27.34%
69
Neutral
Snowflake3.00%$2.38M$51.85B3.84%
54
Neutral

FCLD Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
28.17
Negative
100DMA
29.01
Negative
200DMA
28.92
Negative
Market Momentum
MACD
-0.15
Negative
RSI
51.40
Neutral
STOCH
78.83
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCLD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.85, equal to the 50-day MA of 28.17, and equal to the 200-day MA of 28.92, indicating a neutral trend. The MACD of -0.15 indicates Negative momentum. The RSI at 51.40 is Neutral, neither overbought nor oversold. The STOCH value of 78.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FCLD.

FCLD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$79.51M0.39%
67
Neutral
$41.72M0.15%
62
Neutral
$30.25M0.45%
59
Neutral
$30.01M0.75%
64
Neutral
$24.00M0.50%
67
Neutral
$5.14M0.58%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FCLD
Fidelity Cloud Computing ETF
27.37
5.01
22.41%
CHPS
Xtrackers Semiconductor Select Equity ETF
WQTM
WisdomTree Quantum Computing Fund
TEK
iShares Technology Opportunities Active ETF
CHPX
Global X AI Semiconductor & Quantum ETF
DAT
ProShares Big Data Refiners 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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