SKYY — First Trust Cloud Computing ETFholdings & exposure
First Trust Cloud Computing ETF (SKYY), issued by First Trust, reported 65 long positions and $2.7B in net assets in its Jun 2026 N-PORT filing. The ten largest positions account for 36.18% of net assets.
Reporting period: 30 Jun 2026 · 8 filings on file · N-PORT is filed monthly and published quarterly, roughly 60 days in arrears
Net assets
$2.7B
As of Jun 2026
Positions
65
Long positions in the filing
Top 10 weight
36.18%
Top 25: 67.53%
Effective holdings
43
Moderately concentrated
Cash
0.00%
Share of net assets
Securities on loan
0.1261%
1 positions on loan
Sector exposure
6 sectors · Jun 2026
Technology83.33%
Communication Services5.96%
Unclassified5.14%
Consumer Discretionary3.45%
Industrials2.06%
Funds0.06%
Ten largest holdings
Top 10 of 65 positions · Jun 2026
Ten largest holdings reported by SKYY as of 30 Jun 2026
#
Security
CUSIP
Value
% of net assets
1
ARISTA NETWORKS INC
040413205
$113.6M
4.18%
2
DIGITALOCEAN HOLDINGS INC
25402D102
$107.4M
3.95%
3
EVERPURE INC-A
74624M102
$105.7M
3.89%
4
NUTANIX INC - A
67059N108
$104.4M
3.84%
5
INTL BUSINESS MACHINES CORP
459200101
$100.7M
3.70%
6
ALPHABET INC-CL A
02079K305
$100.2M
3.68%
7
AMAZON.COM INC
023135106
$93.9M
3.45%
8
MONGODB INC
60937P106
$89.0M
3.27%
9
MICROSOFT CORP
594918104
$88.4M
3.25%
10
COREWEAVE INC-CL A
21873S108
$80.8M
2.97%
Full holdings, position changes between periods, fund overlap, cross-fund crowding and securities lending detail for SKYY are in the ETF X-Ray dashboard.