First Trust Cloud Computing ETF (SKYY) Holdings
SKYY holdings summary
as of Oct 25, 2026- Holdings
- 65 positions listed
- Top 10 weight
- 33.2% of net assets
- Effective holdings
- 46 equal-weight equivalent
- Largest holding
- P 4.50% Everpure, Inc.
- Annual turnover
- 42.1% of the portfolio traded
All SKYY holdings
| # | Name | ||||||
|---|---|---|---|---|---|---|---|
| 1 | P | Everpure, Inc. | Technology | 4.50% | $158.9M | $41.32B | 169.9 |
| 2 | IBM | International Business Machines Corporation | Technology | 3.80% | $134.2M | $218.71B | 20.6 |
| 3 | MSFT | Microsoft Corporation | Technology | 3.52% | $124.2M | $3.93T | 29.5 |
| 4 | NTNX | Nutanix, Inc. | Technology | 3.37% | $119.1M | $18.11B | 12.9 |
| 5 | GOOGL | Alphabet Inc. | Communication Services | 3.31% | $117.0M | $4.17T | 17.1 |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 3.28% | $116.0M | $2.70T | 20.1 |
| 7 | ORCL | Oracle Corporation | Technology | 3.05% | $107.7M | $388.73B | 20.1 |
| 8 | ANET | Arista Networks, Inc. | Technology | 3.02% | $106.6M | $223.21B | 55.8 |
| 9 | DOCN | DigitalOcean Holdings, Inc. | Technology | 2.86% | $100.9M | $11.60B | 45.5 |
| 10 | NTSK | Netskope, Inc. | Technology | 2.53% | $89.5M | $7.76B | — |
| 11 | MDB | MongoDB, Inc. | Technology | 2.41% | $85.1M | $27.15B | 468.8 |
| 12 | NET | Cloudflare, Inc. | Technology | 2.39% | $84.4M | $105.51B | — |
| 13 | RBRK | Rubrik, Inc. | Technology | 2.33% | $82.4M | $23.14B | — |
| 14 | CSCO | Cisco Systems, Inc. | Technology | 2.19% | $77.5M | $423.39B | 32.2 |
| 15 | LUMN | Lumen Technologies, Inc. | Communication Services | 2.10% | $74.2M | $4.80B | — |
| 16 | SHOP | Shopify Inc. | Technology | 2.03% | $71.8M | $219.98B | 114.5 |
| 17 | TEAM | Atlassian Corporation | Technology | 2.03% | $71.7M | $52.61B | — |
| 18 | RNG | RingCentral, Inc. | Technology | 2.00% | $70.7M | $6.30B | 60.4 |
| 19 | NTAP | NetApp, Inc. | Technology | 1.97% | $69.8M | $40.03B | 28.7 |
| 20 | GTLB | GitLab Inc. | Technology | 1.97% | $69.6M | $8.79B | — |
| 21 | HPE | Hewlett Packard Enterprise Company | Technology | 1.91% | $67.6M | $73.18B | 28.4 |
| 22 | AKAM | Akamai Technologies, Inc. | Technology | 1.88% | $66.6M | $12.62B | 31.8 |
| 23 | CRWV | CoreWeave, Inc. | Technology | 1.85% | $65.3M | $33.86B | — |
| 24 | S | SentinelOne, Inc. | Technology | 1.84% | $65.2M | $7.51B | — |
| 25 | TWLO | Twilio Inc | Technology | 1.83% | $64.7M | $37.53B | 33.8 |
| 26 | HUBS | HubSpot, Inc. | Technology | 1.76% | $62.3M | $11.52B | 82.5 |
| 27 | NOW | ServiceNow, Inc. | Technology | 1.76% | $62.2M | $146.78B | 88.7 |
| 28 | WK | Workiva Inc. | Technology | 1.76% | $62.1M | $4.10B | 89.7 |
| 29 | FSLY | Fastly, Inc. | Technology | 1.71% | $60.2M | $3.58B | — |
| 30 | CRM | Salesforce, Inc. | Technology | 1.68% | $59.5M | $198.10B | 22.0 |
| 31 | DELL | Dell Technologies Inc. | Technology | 1.64% | $58.0M | $287.20B | 26.3 |
| 32 | ADBE | Adobe Inc. | Technology | 1.55% | $54.7M | $95.43B | 13.7 |
| 33 | TTAN | ServiceTitan, Inc. | Technology | 1.51% | $53.2M | $7.23B | — |
| 34 | APP | AppLovin Corporation | Communication Services | 1.49% | $52.8M | $89.40B | 20.5 |
| 35 | FIVN | Five9, Inc. | Technology | 1.48% | $52.4M | $2.41B | 46.7 |
| 36 | SAP | SAP SE | Technology | 1.29% | $45.5M | $258.88B | 28.8 |
| 37 | APPN | Appian Corporation | Technology | 1.15% | $40.7M | $2.95B | — |
| 38 | WIX | Wix.com Ltd. | Technology | 1.08% | $38.2M | $3.14B | — |
| 39 | DOCU | DocuSign, Inc. | Technology | 0.75% | $26.6M | $13.95B | 45.5 |
| 40 | ZS | Zscaler, Inc. | Technology | 0.75% | $26.6M | $33.81B | — |
| 41 | BLKB | Blackbaud, Inc. | Technology | 0.70% | $24.8M | $2.34B | 16.1 |
| 42 | BOX | Box, Inc. | Technology | 0.70% | $24.7M | $5.43B | 57.3 |
| 43 | PAYC | Paycom Software, Inc. | Technology | 0.67% | $23.7M | $11.34B | 26.6 |
| 44 | QLYS | Qualys, Inc. | Technology | 0.66% | $23.3M | $6.26B | 31.4 |
| 45 | OTEX | Open Text Corporation | Technology | 0.66% | $23.2M | $6.17B | 9.9 |
| 46 | PCTY | Paylocity Holding Corporation | Technology | 0.65% | $23.1M | $9.21B | 33.8 |
| 47 | VEEV | Veeva Systems Inc. | Healthcare | 0.64% | $22.7M | $50.25B | 50.9 |
| 48 | QTWO | Q2 Holdings, Inc. | Technology | 0.64% | $22.5M | $3.86B | 43.9 |
| 49 | DBX | Dropbox, Inc. | Technology | 0.64% | $22.5M | $7.73B | 19.7 |
| 50 | DDOG | Datadog, Inc. | Technology | 0.63% | $22.4M | $88.73B | 494.2 |
| 51 | ASAN | Asana, Inc. | Technology | 0.63% | $22.4M | $2.26B | — |
| 52 | WDAY | Workday, Inc. | Technology | 0.62% | $22.0M | $45.99B | 38.9 |
| 53 | CRWD | CrowdStrike Holdings, Inc. | Technology | 0.61% | $21.7M | $232.83B | — |
| 54 | BL | BlackLine, Inc. | Technology | 0.60% | $21.3M | $1.73B | 52.3 |
| 55 | ZM | Zoom Video Communications, Inc. | Technology | 0.59% | $20.7M | $27.48B | 8.7 |
| 56 | ESTC | Elastic N.V. | Technology | 0.58% | $20.6M | $9.63B | 26.2 |
| 57 | TTD | The Trade Desk, Inc. | Communication Services | 0.58% | $20.4M | $5.78B | 14.7 |
| 58 | TOST | Toast, Inc. | Technology | 0.56% | $19.7M | $18.28B | 40.0 |
| 59 | SNOW | Snowflake Inc. | Technology | 0.56% | $19.6M | $108.25B | — |
| 60 | INTU | Intuit Inc. | Technology | 0.55% | $19.5M | $86.89B | 19.8 |
| 61 | KVYO | Klaviyo, Inc. | Technology | 0.55% | $19.5M | $5.11B | 569.3 |
| 62 | FIG | Figma, Inc. | Technology | 0.51% | $18.1M | $11.45B | — |
| 63 | PANW | Palo Alto Networks, Inc. | Technology | 0.51% | $18.0M | $279.76B | 855.0 |
| 64 | APPF | AppFolio, Inc. | Technology | 0.51% | $18.0M | $7.51B | 48.3 |
| 65 | RXT | Rackspace Technology, Inc. | Technology | 0.24% | $8.5M | $720.0M | — |
Weights as a percentage of net assets. Value held = weight × net assets ($3.53B). Market cap and P/E from each company's latest fundamentals (U.S.-listed stocks).
SKYY sector breakdown
| Sector | Weight | Holdings | Largest |
|---|---|---|---|
| Technology | 88.8% | 59 | P, IBM, MSFT |
| Communication Services | 7.5% | 4 | GOOGL, LUMN, APP |
| Consumer Cyclical | 3.3% | 1 | AMZN |
| Healthcare | 0.6% | 1 | VEEV |
Sum of the weights of the holdings in each sector.
SKYY top industries
SKYY overlap with other ETFs
| ETF | Fund | Overlap | Shared holdings | Expense ratio |
|---|---|---|---|---|
| QQQ | Invesco QQQ ETF | 15.7% | 13 of 101 | 0.17% |
| DIA | SPDR Dow Jones Industrial Average ETF | 15.4% | 6 of 30 | 0.16% |
| VTI | Vanguard Total Stock Market ETF | 14.1% | 61 of 2,941 | 0.03% |
| SPY | SPDR S&P 500 ETF | 13.7% | 23 of 502 | 0.09% |
| IWM | iShares Russell 2000 ETF | 1.5% | 13 of 1,962 | 0.19% |
| VXUS | Vanguard Total International Stock ETF | 0.9% | 4 of 8,035 | 0.05% |
Overlap = sum over shared holdings of the smaller of the two weights. 100% means identical portfolios.
About the SKYY portfolio
First Trust Cloud Computing ETF holds 65 positions. The ten largest make up 33.2% of the fund and the top 50 92.0%, so it behaves like a portfolio of about 46 equally weighted stocks. The biggest positions are Everpure, Inc. (4.50%), International Business Machines Corporation (3.80%), Microsoft Corporation (3.52%), Nutanix, Inc. (3.37%), Alphabet Inc. (3.31%).
By sector, Technology is 88.8%, Communication Services is 7.5%, Consumer Cyclical is 3.3%. Holdings data is from the fund's latest portfolio as reported by EODHD on October 25, 2026; positions change as the fund rebalances.
Related: SKYY chart, SKYY performance, SKYY valuation, SKYY overview.
SKYY holdings FAQ
How many holdings does SKYY have?
SKYY holds 65 positions as of October 25, 2026.
What are the top 10 holdings of SKYY?
The ten largest holdings are Everpure, Inc. (4.50%), International Business Machines Corporation (3.80%), Microsoft Corporation (3.52%), Nutanix, Inc. (3.37%), Alphabet Inc. (3.31%), Amazon.com, Inc. (3.28%), Oracle Corporation (3.05%), Arista Networks, Inc. (3.02%), DigitalOcean Holdings, Inc. (2.86%), Netskope, Inc. (2.53%). Together they are 33.2% of the fund.
What percentage of SKYY is Everpure, Inc.?
Everpure, Inc. is the largest holding at 4.50% of net assets, about $158.9M of the fund's $3.53B.
Which sector is the largest in SKYY?
Technology is the largest sector at 88.8%, followed by Communication Services (7.5%) and Consumer Cyclical (3.3%), based on the sectors of the individual holdings.
How concentrated is SKYY?
The top 10 holdings are 33.2% of the fund. By the effective number of holdings (1 divided by the sum of squared weights) SKYY behaves like a portfolio of about 46 equally weighted stocks.