themes / cloud-computing · horizon 3-10 years · 23 companies
Cloud Computing
Ongoing migration of workloads and data to hyperscale platforms.
Trend vs pricing
Trend (reality)
70
company trend 61 · related-ETF flow 96 · growth 65
Market pricing
62
Expectations gap+8
Human needs
productivity
Related ETFs
SKYY
Constraint chain
Trend → Constraint → Required solution
No constraint chain defined for this theme.
Attention
49
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 49GitHub —YouTube —
Rising queries
cloud computing meaningcloud computing definitioncloud computing salarycloud computing jobscloud computing certificationcloud computing etfscloud computing companiescloud computing coursescloud computing stocks
Wikipedia · 5 articles
7d avg pageviews4574
vs 28d+1.8%
vs 1y-6.3%
z vs own history-0.12
Cloud computingAmazon Web ServicesMicrosoft AzureGoogle Cloud PlatformOracle Cloud
Apps · GitHub · YouTube
Apps in top-100—
GitHub repos75102
YouTube videos / day64.7
Measured over50 videos · 18.5 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Amazon Q Developer kya hai? ChatGPT se kaise alag hai 🤖 #Shorts
- · Parameter Store Can't Rotate That: Secrets Manager vs Parameter Store vs AppConfig | DVA-C02
- · AWS Certified Security – Specialty Quiz: Which sequence reflects the documented Guard development?
- · SageMaker Billed $84 for a Model Nobody Calls #aws #sagemaker #finops
- · 【Aurora Serverless】急な負荷でのフェイルオーバーが心配な方へ 高速スケーリングで解決する?
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| NET | Cloudflare | 70% | 1 | 58 | 86 | -28 | 82 | 30 | 21 |
| ORCL | Oracle | 60% | 1 | 71 | 32 | +39 | 82 | 48 | 63 |
| SNOW | Snowflake | 60% | 1 | 64 | 80 | -16 | 77 | 37 | 32 |
| DDOG | Datadog | 60% | 1 | 68 | 81 | -13 | 77 | 55 | 27 |
| MSFT | Microsoft | 50% | 1 | 57 | 66 | -9 | 54 | 67 | 51 |
| AMZN | Amazon | 50% | 1 | 55 | 65 | -10 | 59 | 42 | 41 |
| NTAP | NetApp | 50% | 1 | 78 | 74 | +4 | 67 | 84 | 45 |
| ACN | Accenture | 40% | 1 | 45 | 37 | +8 | 39 | 66 | 85 |
| GOOG | Alphabet Inc. (Class C) | 40% | 1 | 66 | 65 | +1 | 67 | 61 | 38 |
| GOOGL | Alphabet | 30% | 1 | 66 | 68 | -2 | 67 | 61 | 33 |
| AKAM | Akamai Technologies | 30% | 1 | 41 | 33 | +8 | 30 | 68 | 71 |
| HPE | Hewlett Packard Enterprise | 30% | 1 | 73 | 67 | +6 | 90 | 38 | 57 |
| IBM | IBM | 30% | 1 | 47 | 30 | +17 | 47 | 50 | 80 |
| VEEV | Veeva Systems | 30% | 2 | 69 | 78 | -9 | 63 | 87 | 30 |
| CDW | CDW Corporation | 20% | 2 | 36 | 40 | -4 | 34 | 36 | 81 |
| CSCO | Cisco | 20% | 2 | 64 | 66 | -2 | 59 | 63 | 43 |
| CTSH | Cognizant | 20% | 2 | 43 | 27 | +16 | 36 | 57 | 94 |
| DELL | Dell Technologies | 20% | 2 | 80 | 68 | +12 | 93 | 53 | 56 |
| GDDY | GoDaddy | 20% | 2 | 54 | 34 | +20 | 42 | 77 | 88 |
| IRM | Iron Mountain | 20% | 2 | 56 | 62 | -6 | 78 | 15 | 35 |
| WDAY | Workday, Inc. | 20% | 2 | 66 | 50 | +16 | 63 | 77 | 65 |
| VRSN | Verisign | 15% | 3 | 55 | 65 | -10 | 42 | 90 | 48 |
| CHTR | Charter Communications | 10% | 3 | 27 | 5 | +22 | 23 | 36 | 93 |