Cloud Computing

Emerging

As of 2026Q2 · Members: 11

Heat
-0.62
Historical Rank
23%
vs 3Y Avg
1.2×
Net change in funds
+1,021

8Q trend

Members (11)

Ticker Company Change this quarter
AMZN AMAZON.COM INC +145
BLZE BACKBLAZE INC-A +32
DOCN DIGITALOCEAN HOLDINGS INC +120
GOOG ALPHABET INC-CL C +123
GOOGL ALPHABET INC-CL A +165
IBM INTL BUSINESS MACHINES CORP +159
KC KINGSOFT CLOUD HOLDINGS-ADR +2
MSFT MICROSOFT CORP +31
NTNX NUTANIX INC - A +26
ORCL ORACLE CORP +38
SNOW SNOWFLAKE INC +180

Theme members v1.0 (2026-07), quarterly maintenance

← Theme Heat

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.