While investors chased artificial intelligence stocks through 2025, cloud computing quietly slipped into the background. The Themes Cloud Computing ETF (NYSEARCA:CLOD) gained just 7% in 2025, trailing ...

Cloud computing is a key component of modern digital infrastructure and the growing AI supply chain. Companies focused on cloud computing fall into two categories: pure plays with most of their ...

CLOD gained 8.8% year-to-date versus Nasdaq-100’s 21.4% return, trailing by over 12 percentage points. Gartner forecasts enterprise software spending will grow 15.2% in 2026 to $1.43 trillion. CLOD ...