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FCLD - ETF AI Analysis

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FCLD

Fidelity Cloud Computing ETF (FCLD)

Rating:68Neutral
Price Target:
FCLD, the Fidelity Cloud Computing ETF, has a solid overall rating that reflects its focus on leading cloud and AI companies with generally strong growth prospects. Major holdings like Microsoft and Salesforce support the fund’s quality through robust financial performance, positive earnings outlooks, and strategic investments in cloud and AI, while names like Snowflake and SanDisk introduce some drag due to profitability, valuation, and operational challenges. The main risk for investors is the fund’s concentration in cloud and technology-related businesses, which can make it more sensitive to swings in tech markets and high-valuation stocks.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last three months, indicating solid recent momentum.
Beneficial Exposure to Growing Cloud and Data Themes
Many top holdings are key players in cloud computing and data storage, giving investors focused exposure to a growing technology area.
Moderate Expense Ratio
The fund’s fee is not extremely high for a specialized technology ETF, helping investors keep more of their returns over time.
Negative Factors
Heavy Concentration in Technology
With most assets in the technology sector, the ETF is highly sensitive to downturns in tech stocks.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or lagging performance this year, which can offset gains from stronger stocks.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, offering only small exposure to other countries and less global diversification.

FCLD vs. SPDR S&P 500 ETF (SPY)

FCLD Summary

The Fidelity Cloud Computing ETF (FCLD) is a fund that follows the Fidelity Cloud Computing Index and focuses on companies that build and run cloud-based technology. Most of its holdings are U.S. tech firms in software and services, including well-known names like Microsoft and Salesforce. Investors might consider this ETF if they want growth potential from the ongoing shift to online and digital tools, while spreading that bet across many cloud companies instead of picking just one stock. A key risk is that it is heavily tied to technology and cloud trends, so its price can rise and fall sharply with the tech sector.
How much will it cost me?The Fidelity Cloud Computing ETF (Ticker: FCLD) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on a specific sector, cloud computing, requiring more research and expertise. It’s designed for investors seeking targeted exposure to innovative technology companies.
What would affect this ETF?The Fidelity Cloud Computing ETF (FCLD) could benefit from increased demand for cloud services as businesses continue to digitize and adopt innovative technologies, especially in the Software & Services sector. However, rising interest rates or economic slowdowns could negatively impact technology companies, including top holdings like Microsoft and Salesforce, by increasing borrowing costs and reducing corporate spending on IT solutions. Additionally, regulatory changes in data privacy or global trade tensions could pose risks to the ETF's globally exposed portfolio.

FCLD Top 10 Holdings

FCLD is leaning hard into the cloud backbone, with storage names like Western Digital, Seagate, and SanDisk doing much of the heavy lifting as they’ve been steadily rising and giving the fund a solid base. Data-center landlords Equinix and Digital Realty add a real-estate twist to this tech-heavy story, contributing stable, if slower, gains. On the flip side, big cloud platforms like Microsoft, Salesforce, and ServiceNow have been losing a bit of steam lately, acting as mild brakes on performance. Overall, it’s a globally focused, tech-and-cloud-centric ETF with a few key names driving the narrative.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Microsoft4.55%$5.02M$2.95T-22.84%
79
Outperform
Salesforce4.46%$4.92M$139.28B-39.00%
80
Outperform
Snowflake4.22%$4.66M$94.18B27.84%
54
Neutral
Seagate Tech4.20%$4.63M$199.97B508.38%
68
Neutral
Western Digital4.10%$4.53M$189.02B703.04%
77
Outperform
Datadog3.99%$4.40M$90.70B75.85%
69
Neutral
Equinix3.87%$4.27M$101.37B28.40%
73
Outperform
ServiceNow3.87%$4.27M$105.26B-50.10%
75
Outperform
SanDisk Corp3.83%$4.23M$235.37B3619.23%
55
Neutral
AppLovin3.62%$4.00M$144.01B13.91%
74
Outperform

FCLD Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
37.63
Negative
100DMA
33.49
Positive
200DMA
31.57
Positive
Market Momentum
MACD
0.03
Positive
RSI
41.05
Neutral
STOCH
22.01
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCLD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 38.42, equal to the 50-day MA of 37.63, and equal to the 200-day MA of 31.57, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 41.05 is Neutral, neither overbought nor oversold. The STOCH value of 22.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FCLD.

FCLD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$111.01M0.39%
68
Neutral
$459.72M0.35%
70
Neutral
$338.52M0.63%
67
Neutral
$287.45M0.45%
54
Neutral
$249.22M0.65%
70
Outperform
$235.60M0.68%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FCLD
Fidelity Cloud Computing ETF
37.41
8.48
29.31%
EUV
Corgi Lithography & Semiconductor Photonics ETF
TTEQ
T. Rowe Price Technology ETF
WQTM
WisdomTree Quantum Computing Fund
FRWD
Nomura Transformational Technologies ETF
CLOU
Global X Cloud Computing ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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