SKYY holdings and overlap
SKYY holds 63 positions in its SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21. Its three largest are Arista Networks (ANET) at 4.18%, DigitalOcean (DOCN) at 3.95% and Everpure (P) at 3.89%, and its ten largest make up 36.2% of the fund.
In its SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21, SKYY is 85.8% technology, 8.2% communication services and 3.5% consumer discretionary by sector, with 10.4% in mega-cap tech and 10.4% in the ten largest US companies by market value. By country, 95.3% of SKYY is in the United States, 2.5% in Canada, 1.1% in Germany and 1.1% in Israel.
What does SKYY hold, from its SEC Form N-PORT for the period ended 2026-06-30?
Arista Networks is 4.18% of SKYY on its own, against a median largest position of 9.1% across the 36 Technology funds with a page here. The position SKYY carries furthest above that group is DigitalOcean at 3.95% of the fund, a company the median fund in that group does not hold at all.
| Rank | Company | Weight | Weight bar |
|---|---|---|---|
| 1 | ANET Arista Networks | 4.18% | |
| 2 | DOCN DigitalOcean | 3.95% | |
| 3 | P Everpure | 3.89% | |
| 4 | NTNX Nutanix | 3.84% | |
| 5 | IBM IBM | 3.7% | |
| 6 | GOOGL Alphabet Class A | 3.68% | |
| 7 | AMZN Amazon | 3.45% | |
| 8 | MDB MongoDB | 3.27% | |
| 9 | MSFT Microsoft | 3.25% | |
| 10 | CRWV CoreWeave Inc | 2.97% | |
| 11 | NET Cloudflare | 2.65% | |
| 12 | CSCO Cisco | 2.55% | |
| 13 | ORCL Oracle | 2.55% | |
| 14 | LUMN Lumen Technologies | 2.28% | |
| 15 | TWLO Twilio | 2.12% | |
| 16 | AKAM Akamai Technologies | 2.07% | |
| 17 | HPE Hewlett Packard Enterprise | 2.06% | |
| 18 | DELL Dell Technologies | 2.01% | |
| 19 | RBRK Rubrik | 2.0% | |
| 20 | GTLB GitLab | 1.93% | |
| 21 | TTAN ServiceTitan Inc | 1.92% | |
| 22 | SHOP Shopify | 1.89% | |
| 23 | FSLY Fastly | 1.86% | |
| 24 | NTAP NetApp | 1.74% | |
| 25 | WK Workiva | 1.73% | |
| 26 | APP AppLovin | 1.65% | |
| 27 | HUBS HubSpot | 1.62% | |
| 28 | CRM Salesforce | 1.61% | |
| 29 | NOW ServiceNow | 1.57% | |
| 30 | ADBE Adobe | 1.55% | |
| 31 | NTSK Netskope Inc. Class A | 1.5% | |
| 32 | RNG RingCentral | 1.43% | |
| 33 | TEAM Atlassian | 1.42% | |
| 34 | SAP SAP SE | 1.11% | |
| 35 | FIVN Five9 | 1.1% | |
| 36 | WIX Wix.com | 1.06% | |
| 37 | QLYS Qualys | 0.82% | |
| 38 | PANW Palo Alto Networks | 0.79% | |
| 39 | TOST Toast | 0.7% | |
| 40 | DDOG Datadog | 0.69% | |
| 41 | CRWD CrowdStrike | 0.68% | |
| 42 | DBX Dropbox | 0.67% | |
| 43 | VEEV Veeva Systems | 0.67% | |
| 44 | QTWO Q2 Holdings | 0.66% | |
| 45 | ZS Zscaler | 0.66% | |
| 46 | SNOW Snowflake | 0.65% | |
| 47 | APPF AppFolio | 0.65% | |
| 48 | APPN Appian | 0.64% | |
| 49 | BOX Box | 0.64% | |
| 50 | BL BlackLine | 0.62% | |
| 51 | KVYO Klaviyo, Inc. Series A | 0.62% | |
| 52 | OTEX Open Text | 0.61% | |
| 53 | BLKB Blackbaud | 0.6% | |
| 54 | PCTY Paylocity | 0.59% | |
| 55 | PAYC Paycom Software | 0.59% | |
| 56 | ESTC Elastic | 0.58% | |
| 57 | ZM Zoom Communications | 0.56% | |
| 58 | DOCU DocuSign | 0.55% | |
| 59 | TTD Trade Desk | 0.55% | |
| 60 | WDAY Workday | 0.55% | |
| 61 | INTU Intuit | 0.51% | |
| 62 | ASAN Asana | 0.5% | |
| 63 | FIG Figma Inc | 0.46% |
SKYY's holdings are from its SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21; a newer filing replaces it when the nightly read of EDGAR finds one. Every one of the 63 positions SKYY holds, with its weight, is in the fund's JSON file. See the other 101 ETFs with a page here that hold ANET, and how their weights compare with the 4.18% SKYY gives it.
Category: Technology, set by TickerInside from the ETF's own latest file. In its file of 2026-06-30, 86% of its stocks whose sector is known are technology companies, each in the sector the site gives that company. How categories are set.
https://tickerinside.com/api/v1/fund/skyy.jsonhttps://tickerinside.com/api/v1/fund/skyy.csv=IMPORTDATA("https://tickerinside.com/api/v1/fund/skyy.csv")If your sheet uses a decimal comma: =IMPORTDATA("https://tickerinside.com/api/v1/fund/skyy.csv"; ","; "en_US")curl -s https://tickerinside.com/api/v1/fund/skyy.jsonHow is SKYY split by sector and country?
| Sector | Weight | Weight bar |
|---|---|---|
| Technology | 85.8% | |
| Communication services | 8.2% | |
| Consumer discretionary | 3.5% | |
| Industrials | 1.2% | |
| Financials | 0.7% | |
| Health care | 0.7% |
| Country | Weight | Weight bar |
|---|---|---|
| United States | 95.3% | |
| Canada | 2.5% | |
| Germany | 1.1% | |
| Israel | 1.1% |
From its SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21. How these are measured.
What did SKYY hold in its SEC reports since 2019?
In SKYY's SEC filings, its largest position went from VMW at 4.75% on 2019-09-30 to Arista Networks (ANET) at 4.18% on 2026-06-30, across 28 quarterly reports.
| Report | Positions | Largest | Top 10 |
|---|---|---|---|
| 2019-09-30 | 58 | VMW 4.75% | 38.8% |
| 2019-12-31 | 59 | MSFT 4.51% | 37.4% |
| 2020-12-31 | 61 | ORCL 4.10% | 35.8% |
| 2021-12-31 | 65 | ANET 4.07% | 34.9% |
| 2022-12-30 | 66 | MDB 4.24% | 36.2% |
| 2023-12-31 | 63 | NTNX 3.97% | 35.2% |
| 2024-12-31 | 61 | PSTG 4.60% | 38.2% |
| 2025-12-31 | 64 | NTNX 3.96% | 35.2% |
| 2026-06-30 | 63 | ANET 4.18% | 36.2% |
The first report, then the last of each year, of the 28 reports SKYY filed on SEC Form N-PORT from 2019-09-30 to 2026-06-30, each company under its ticker today. Every position of every report is in its quarterly file, and at any date at /api/v1/history/skyy/{date}.json. How these are read.
What does SKYY share with other ETFs?
The ETF nearest to SKYY is CLOU: the two hold 33.8% of their weight in common, in the 26 companies both own, and 45.7% of SKYY itself is also held there. No covered ETF holds more than that in common with SKYY; it duplicates nothing here closely.
| ETF | Overlap by weight | Of SKYY held there | Of that ETF in SKYY | Companies in both | Overlap bar |
|---|---|---|---|---|---|
| CLOU | 33.8% | 45.7% | 85.7% | 26 | |
| FDN | 27.6% | 36.8% | 55.1% | 19 | |
| AIQ | 26.6% | 39.3% | 29.4% | 20 | |
| XSW | 24.9% | 44.7% | 28.2% | 35 | |
| XNTK | 24.8% | 32.8% | 30.3% | 14 | |
| CIBR | 23.8% | 32.5% | 52.8% | 17 | |
| IETC | 23.1% | 62.6% | 24.5% | 29 | |
| RSPT | 22.4% | 38.1% | 26.4% | 19 | |
| TECB | 22.4% | 66.6% | 31.5% | 35 | |
| IGV | 22.2% | 41.8% | 61.4% | 35 | |
| PTF | 21.7% | 21.9% | 39.9% | 13 | |
| IGM | 21.5% | 87.0% | 29.4% | 52 |
The holdings of SKYY, FDN and CIBR are from their SEC Form N-PORT filings for the period ended 2026-06-30, filed 2026-08-21. The other ETFs' holdings are from their issuers' latest files. Check SKYY against any ETF in the ETF overlap calculator · how overlap is measured.
What adds something different to SKYY?
VWO shares 0% of weight with SKYY. The table lists the covered ETFs with the least in common with SKYY, least shared weight first.
| ETF | Name | Overlap by weight | Companies in both |
|---|---|---|---|
| VWO | Vanguard FTSE Emerging Markets ETF | 0.0% | 0 |
| SOXX | iShares Semiconductor ETF | 0.0% | 0 |
| VYMI | Vanguard International High Dividend Yield ETF | 0.0% | 1 |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.0% | 0 |
| PFF | iShares Preferred and Income Securities ETF | 0.0% | 0 |
| MCHI | iShares MSCI China ETF | 0.0% | 0 |
| IYR | iShares U.S. Real Estate ETF | 0.0% | 0 |
| XSMO | Invesco S&P SmallCap Momentum ETF | 0.0% | 0 |
SKYY's holdings are from its SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21. The other ETFs' holdings are from their issuers' latest files.
Cost and concentration
| Expense ratio | 0.60% |
|---|---|
| Weight in the ten largest positions | 36.2% |
| Largest single position | 4.2% |
The expense ratio is reference data, from SKYY's SEC filing of 2026-01-28; the weights are from SKYY's SEC Form N-PORT for the period ended 2026-06-30.
Where to go next
- SMH, VanEck Semiconductor ETF
- SOXQ, Invesco PHLX Semiconductor ETF
- SOXX, iShares Semiconductor ETF
- TECB, iShares U.S. Tech Breakthrough Multisector ETF
- Run a portfolio x-ray to see what SKYY carries once you look through it
- Compare SKYY against any other ETF in the builder
Holdings from SKYY's SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21. How every figure here is produced. Measurements, not investment advice.
Cite this page
TickerInside, First Trust Cloud Computing ETF (SKYY), holdings from SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21, https://tickerinside.com/etf/skyy/, CC BY 4.0
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