First Trust Cloud Computing ETF vs Vertiv Holdings Co — how do they compare? First Trust Cloud Computing ETF trades at $158.17, while Vertiv Holdings Co trades at $262.74 (market cap $111.97B). The key difference: Vertiv Holdings Co pays a 0.09% dividend while First Trust Cloud Computing ETF pays none, and First Trust Cloud Computing ETF is trading nearer its 52-week high, Vertiv Holdings Co nearer its low. Which is the better fit depends on your goals.
| SKYY | VRT | |
|---|---|---|
52-Week High | $168.91 | $376.23 |
52-Week Low | $104.16 | $134.84 |
Market Cap | — | $111.97B |
Sector | — | Technology |
Enterprise Value | — | $112.19B |
Dividend Yield | — | 0.09% |
Signals from Pluang's Aura AI — not financial advice
SKYY, the First Trust Cloud Computing ETF, trades at $159.62, down 1.2% on the day. Technical indicators show a neutral to bullish bias, with moving averages bullish and oscillators neutral. Recent news highlights strong AI-driven demand for cloud infrastructure, positioning SKYY to benefit from secular trends in cloud migration and data center investments.
The outlook for SKYY is positive, driven by AI adoption and cloud spending growth, but risks include market volatility and sector competition. Analyst sentiment is supportive, with the ETF offering diversified exposure without heavy concentration in mega-cap tech stocks.
Vertiv Holdings (VRT) trades at $290.83, up 3.67% with strong technical bullish signals and consistent earnings beats. The company demonstrates robust fundamentals with 15.09% net margins and 43.94% ROE, supported by data center infrastructure demand. Recent acquisition of UtilityInnovation Group for $1.45 billion positions VRT for AI-driven growth, while analyst consensus shows 95% buy ratings with a $355.17 price target.
Outlook remains positive given AI infrastructure tailwinds and strong execution, though elevated valuation multiples (P/E 65.8) and RSI overbought conditions warrant caution. The stock offers growth exposure to data center expansion but faces competition and execution risks on recent acquisitions.
Trailing returns across standard periods
Latest headlines on both assets
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies involved in the cloud computing industry.
Read more on SKYY →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →