 Dear Reader, Everyone's chasing Nvidia. Tesla. The usual AI stocks. Meanwhile, Trump quietly moved as much as $25 MILLION into one unusual fund. My colleague Alexander Green spent three months digging into this fund. What he found surprised even him. It's not a stock… It's not an ETF… or a mutual fund. It's something most investors don't even know exists. But Alex believes this could be the single best moneymaking opportunity of the next decade. Click here to see his full presentation. Good investing, Rachel Gearhart
Publisher,The Oxford Club
Exclusive Content The Cloud Computing ETF Every Growth Investor Should ConsiderAuthored by Jordan Chussler. Date Posted: 1/18/2026. 
Key Takeaways- Cloud computing is expected to undergo a compound annual growth rate of 16% through 2033.
- As Cloud 3.0 becomes a reality, the Fidelity Cloud Computing ETF is likely to build on its 49% gain since the market bottomed last April.
- The fund sports a low volatility beta of 1.01 and is assigned a Moderate Buy rating by analyst consensus.
Since Amazon (NASDAQ: AMZN) launched Amazon Web Services, or AWS, in the early 2000s, tech companies have been jockeying for cloud computing market share. But over the past year, results for the stocks of companies involved in cloud computing have been mixed. For investors hoping to capture gains as cloud computing evolves, an exchange-traded fund (ETF) with diversified cloud exposure may be the best approach. DOGE payouts are already moving. Every 90 days, billions flow out — whether you've claimed your share or not. Don't miss your chance. Click here for the full details. The Fidelity Cloud Computing ETF (BATS: FCLD) fits that bill. After a year of modest gains that trailed the broader market, and with the next iteration of the cloud on the horizon, FCLD could be positioned for outsized performance in 2026. Preparing Your Portfolio for Cloud 3.0The next iteration is welcome news for growth investors who fear they missed the boat on cloud computing. The technology—now commonplace across industries—is rapidly evolving and driving recurring capital expenditures for large enterprises. According to industry consultancy Grand View Research, the global cloud computing market was estimated at nearly $944 billion in 2025 and is forecast to reach roughly $3.35 trillion by 2033, a compound annual growth rate of about 16%. Grand View cites major tailwinds including "the ongoing shift from legacy on-premises infrastructure to more scalable, flexible, and cost-efficient cloud environments." Companies are modernizing applications, consolidating data platforms, and adopting dynamic and AI-driven pricing models to reduce CapEx and improve efficiency. Cloud 3.0 refers to the next phase of that evolution. It's characterized by AI integration, advanced automation, distributed infrastructure, serverless microservices, and orchestration of APIs and web services. A 2020 white paper by Navdeep Alam, senior director of global data warehousing for IQVIA, argues that "emerging Cloud 3.0 technologies will disrupt application development in organizations across all industries … To take advantage of Cloud 3.0, CIOs and CTOs must deploy a new enterprise architecture and upgrade their processes and technologies." That shift creates an environment in which innovators in the Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS) spaces can address enterprise software needs and potentially accelerate top-line growth. A Well-Balanced, Low-Volatility Cloud Computing ETFLaunched on Oct. 5, 2021, the Fidelity Cloud Computing ETF targets investors who want exposure to that evolving landscape. Rather than picking individual winners, the fund pools together leading names, providing exposure to major players in cloud computing, SaaS, PaaS, AI data management, and workflow automation. Over the past year the fund has gained 8.55%, but since the market-wide tariff concerns last April, FCLD is up nearly 49%. The ETF's objective is to track the performance of the market-weighted Fidelity Cloud Computing Index. In doing so, FCLD offers balanced weightings that provide a lower-volatility, risk-off approach compared with individual cloud stocks. Its top-five holdings by allocation include: The ETF's ninth-largest holding, Workday (NASDAQ: WDAY), serves more than 11,000 customers, including over 65% of the Fortune 500. Meanwhile, the fund's tenth-largest weighting, SanDisk (NASDAQ: SNDK), was among last year's top performers, with shares gaining more than 977% over the past year. Drilling further into the portfolio, Amazon, DocuSign (NASDAQ: DOCU), and Datadog (NASDAQ: DDOG) each hold allocations between roughly 2.8% and 1.9%. Those balanced allocations result in a beta of 1.01, meaning FCLD's volatility only slightly exceeds that of the S&P 500—offering a lower-risk, lower-volatility alternative to picking individual cloud names. Institutional ownership, while modest, has seen buying exceed selling in nine of the last 10 quarters, with inflows of $3.26 million outpacing outflows of $3.07 million over the past 12 months. Its expense ratio is 0.40%. With nearly $91 million in assets under management and an average daily trading volume of about 18,934 shares, liquidity can be light at times. The fund carries an aggregate Moderate Buy rating based on 746 analyst ratings issued in the past year covering 23 companies in FCLD's portfolio.
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