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written by reader Cloud computing disruptor’s, data centers, platform, services companies

By Frederick, January 22, 2020

Who are some of the 47 stocks Motley Fool touting in their new cloud computing pitch?

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.



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3 years ago
Reply to  Frederick

In MF’s presentation they said there are. But they said none of them cover the 6 categories. At most 3 of them they said. The 6 things their picks would cover are Components, Data Centers, IaaS, PaaS, SaaS, and Service and support.
If it is true no ETF covers all 6 I am sure you could find 2-3 of them that would cover all of them.

If MF started their own ETF’s I would likely buy into them. But I’m not paying that much for a stock advisor service.

👍 336
Travis Johnson, Stock Gumshoe

They didn’t hint at any of the picks in the portfolio at this starting point, but I’d be shocked if the portfolio does not include either Amazon or Microsoft; American Tower or Crown Castle (probably the former in both cases, since those have long been Fool recommendations); Switch or Digital Realty or Equinix; Shopify and a basket of other cloud platform/software stocks that might include Atlassian, Twilio, DocuSign, Appian, or dozens of other high profile candidates.

And yes, there are several ETFs that aim to give exposure to “the cloud,” including SKYY, CLOU and WCLD. Their portfolios are VERY different (SKYY mostly large caps, CLOU and WCLD have a lot more of the smaller “hot” names but with very different top ten holdings).

For disclosure, I own Amazon, Crown Castle, Shopify and Docusign among those names.

Hopefully the Fool will “tease” this service more with some hints along the way, but so far no real clues about which stocks they might be starting with.

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