13F

Cloud Computing

Emerging

As of 2026Q1 · Members: 11

Heat Z
-2.99
Hist. pctl
3%
× 3Y avg
-1.0×
Net Δ Holders
-892

8Q trend

Members (11)

Ticker Name Δ holders
AMZN AMAZON.COM INC -87
BLZE BACKBLAZE INC-A -9
DOCN DIGITALOCEAN HOLDINGS INC +82
GOOG ALPHABET INC-CL C -39
GOOGL ALPHABET INC-CL A -77
IBM INTL BUSINESS MACHINES CORP -222
KC KINGSOFT CLOUD HOLDINGS-ADR +7
MSFT MICROSOFT CORP -118
NTNX NUTANIX INC - A -23
ORCL ORACLE CORP -288
SNOW SNOWFLAKE INC -118

Theme members v1.0 (2026-07), quarterly maintenance

← Theme Heat

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.