# 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.

First Trust Cloud Computing ETF, Technology, First Trust.

Canonical page: https://tickerinside.com/etf/skyy/
Holdings from SKYY's SEC Form N-PORT for the period ended 2026-06-30, filed 2026-08-21.
Licence: CC BY 4.0, attribution to TickerInside. Measurements, not investment advice.

## Largest positions, SEC Form N-PORT for the period ended 2026-06-30

| Rank | Ticker | Company | Weight |
| --- | --- | --- | --- |
| 1 | [ANET](https://tickerinside.com/stock/anet/) | Arista Networks | 4.18% |
| 2 | DOCN | DigitalOcean | 3.95% |
| 3 | P | Everpure | 3.89% |
| 4 | NTNX | Nutanix | 3.84% |
| 5 | [IBM](https://tickerinside.com/stock/ibm/) | IBM | 3.7% |
| 6 | [GOOGL](https://tickerinside.com/stock/googl/) | Alphabet Class A | 3.68% |
| 7 | [AMZN](https://tickerinside.com/stock/amzn/) | Amazon | 3.45% |
| 8 | MDB | MongoDB | 3.27% |
| 9 | [MSFT](https://tickerinside.com/stock/msft/) | Microsoft | 3.25% |
| 10 | [CRWV](https://tickerinside.com/stock/crwv/) | CoreWeave Inc | 2.97% |
| 11 | NET | Cloudflare | 2.65% |
| 12 | [CSCO](https://tickerinside.com/stock/csco/) | Cisco | 2.55% |
| 13 | [ORCL](https://tickerinside.com/stock/orcl/) | Oracle | 2.55% |
| 14 | LUMN | Lumen Technologies | 2.28% |
| 15 | TWLO | Twilio | 2.12% |
| 16 | AKAM | Akamai Technologies | 2.07% |
| 17 | [HPE](https://tickerinside.com/stock/hpe/) | Hewlett Packard Enterprise | 2.06% |
| 18 | [DELL](https://tickerinside.com/stock/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](https://tickerinside.com/stock/ntap/) | NetApp | 1.74% |
| 25 | WK | Workiva | 1.73% |

All 63 positions with weights: https://tickerinside.com/api/v1/fund/skyy.json

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/etf/category/

## How is SKYY split by sector and country?

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.

| Sector | Weight |
| --- | --- |
| Technology | 85.8% |
| Communication services | 8.2% |
| Consumer discretionary | 3.5% |
| Industrials | 1.2% |
| Financials | 0.7% |
| Health care | 0.7% |

| Country | Weight |
| --- | --- |
| United States | 95.3% |
| Canada | 2.5% |
| Germany | 1.1% |
| Israel | 1.1% |

How these are measured: https://tickerinside.com/how-the-numbers-are-produced/#sectors


## 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 for | Positions | Largest position | Ten largest |
| --- | --- | --- | --- |
| 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; companies are keyed by their ticker today. Every position of every report: https://tickerinside.com/api/v1/quarterly/skyy.json; at any date: https://tickerinside.com/api/v1/history/skyy/{date}.json. How these are read: https://tickerinside.com/how-the-numbers-are-produced/#sec-history
## Key figures

| Measure | Value |
| --- | --- |
| Expense ratio, SEC filing 2026-01-28 | 0.6% |
| Positions, N-PORT 2026-06-30 | 63 |
| Weight in the ten largest, N-PORT 2026-06-30 | 36.2% |

## What does SKYY share with other ETFs?

| ETF | Overlap by weight | Of SKYY held there | Of that ETF in SKYY | Companies in both |
| --- | --- | --- | --- | --- |
| 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.

Method: https://tickerinside.com/how-the-numbers-are-produced/

## 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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