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Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services.
Cloud computing ETFs have had a rough start to 2026, and Themes Cloud Computing ETF (NYSEARCA:CLOD) is no exception. The fund is down nearly 19% year-to-date through the end of February, with more than 15% of that loss coming in February alone. That kind of drawdown raises a fair question: is the sector-wide pressure a... Forget Individual Cloud Stocks: A Single ETF Captures the Entire Boom.
While investors chased artificial intelligence stocks through 2025, cloud computing quietly slipped into the background. The Themes Cloud Computing ETF (NYSEARCA:CLOD) gained just 7% in 2025, trailing the Nasdaq-100's 21% return by more than 12 percentage points. This underperformance might set up cloud computing for a strong 2026. CLOD launched in December 2023 with 73%... Themes Cloud Computing ETF Could Quietly Become One Of 2026's Best Investments | CLOD.
Wall Street kicks off May on a strong note due to strong jobs data and trade optimism. Tech leads the charge.
In its latest report released last December, the Bureau of Economic Analysis (BEA) estimates that the digital economy now represents 10% of the total U.S. GDP, or $2.6 trillion. The digital economy is also growing at an average annual growth rate of 7.1%.
Oracle (ORCL) jumped more than 13% to a record high in yesterday trading session, following the robust third-quarter fiscal 2024 results. Investors seeking to tap the strength should consider ETFs having the largest exposure to this software giant.
SEC filings for CLOD aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.