SKYY First Trust ISE Cloud Computing ETF
WCLD
CLOU cloud ETF
(by market cap)
Company name Mkt Cap ($ billion)▼
Large players:
©Artremis/EAS (9/27/19)
Company name Mkt Cap ($ billion)▼
- CRM Salesforce 130.042B
- NOW ServiceNow 46.933B
- WDAY Workday 38.452B
- SHOP Shopify 35.29B
- TEAM Atlassian Corporation 29.773B
- VEEV Veeva Systems 22.136B
- SNAP Snap 22.096B
- ZM Zoom Video Communications 20.801B
- TWLO Twilio 14.473B
- OKTA Okta 11.623B; provider of cloud-based identity management solutions
- CRWD CrowdStrike 11.355B
- RNG RingCentral 10.276B
- DDOG Datadog 9.353B
- TTD The Trade Desk 8.311B
- COUP Coupa Software 8.037B
- ZEN Zendesk 8B
- PFPT Proofpoint 6.95B; acquired by Thoma Bravo at $176.00/share or ~$12.3 bln. (April 2021)
- AYX Alteryx 6.902B
- MDB MongoDB 6.608B
- HUBS HubSpot 6.371B
- PLAN Anaplan 6.184B
- RP RealPage 5.849B; acquired by Thoma Bravo for $88.75/share. (Dec 2020)
- MDSO Medidata Solutions 5.709B
- NET Cloudflare 5.351B
- DT Dynatrace 5.315B
- AVLR Avalara 5.127B
- NEWR New Relic 3.587B
- LOGM LogMeIn 3.433B
- MDLA Medallia 3.377B
- SMAR Smartsheet 3.318B
- CSOD Cornerstone OnDemand 3.312B
- APPN Appian 3B
- BOX Box 2.359B
- RPD Rapid7 2.184B
- EGHT 8x8, Inc. 2.119B
- EVBG Everbridge 2.056B
- FSLY Fastly 2.022B
- ZUO Zuora 1.697B
- LVGO Livongo Health 1.61B
- CRTO Criteo 1.205B
- HCAT Health Catalyst 1.106B
++++INFA Informatica; California; data management & analytics
- ---------------
- Constant Contact (CTCT) $1.3B; acquired by Endurance International (EIGI) for $1.1 billion in November 2015.
- Demandware (DWRE) was acquired by Salesforce (CRM) for $2.8B (2016)
- NetSuite (N) $4.6B – a cloud-based provider of financial information and ERP - Enterprise Resource Planning suites of software. Acquired by Oracle (ORCL) for $109/share or $9.3 billion. (7/28/16)
- LifeLock (LOCK) $1.0B; acquired by Symantec (SYMC) for $2.3 billion. (Nov. 2016)
- Fleetmatics Group (FLTX) acquired by Verizon (VZ) for $2.4 billion. (Nov. 2016)
- LinkedIn(LNKD) $14.8B; acquired by Microsoft (MSFT) for $26.2 billion (June 2016)
- athenaHealth (ATHN) $5.2B; acquired by Elliott Management and Veritas (Nov. 2018)
- Ultimate Software Group (ULTI) – acquired by Hellman & Friedman Capital Partners for $11 billion. (Feb. 2019)
Large players:
- Google, Inc. (GOOG) – An exposure to cloud computing, a mega cap leader in search, online advertising and more
- Cisco Systems (CSCO) – a global leader in networking and communication devices, and is best-known for its routers and switches.
- Oracle (ORCL) – Cloud services is a part of one of the three segments of this enterprise software company.
- F5 Networks (FFIV) – both software and hardware technology for application delivery networking.
- VMware, Inc. (VMW)
- Rackspace Hosting (RAX) – The launched Cloud Servers for Windows in summer 2010, and United Kingdom cloud service in January 2011.
- Amazon.com, Inc. (AMZN) – a prominent player in the cloud computing industry with its Amazon Web Services (AWS)
- Microsoft (MSFT) – The Microsoft Cloud includes Microsoft Azure, Windows Server, and Microsoft System Center.
- CenturyLink (CTL) – Offers network and data systems management, Big Data analytics and IT consulting, and operates more than 55 data centers in North America, Europe and Asia.
Acquisitions
- Citrix Systems (CTXS) – Acquired Cloud.com in July 2011, RingCube in August 2011, and ShareFile in October 2011. Citrix Systems was acquired by affiliates of Vista Equity Partners and Evergreen Coast Capital, an affiliate of Elliott, for $16.5 bln. (Jan 2022)
©Artremis/EAS (9/27/19)
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