WCLD gained approximately 11% over the trailing 30-day period, driven by a powerful rotation into cloud software and AI-enabled enterprise names. The fund's equally weighted structure amplified contributions from mid-cap and emerging cloud companies that rallied on strong sector-wide earnings.

Both ETFs provide concentrated exposure to the semiconductor sector through passive index strategies, but differ in index construction, with SHOC tracking approximately 30 holdings and SMH tracking 25 holdings. SHOC maintains a stricter focus on U.S.-listed semiconductor companies, while SMH includes select U.S.-listed foreign issuers such as Taiwan Semiconductor Manufacturing Company (TSMC), offering marginally broader geographic representation within the same industry.

The VanEck Semiconductor ETF ( SMH ) currently trades near $584, with a 52-week range of $279.19 to $671.83 — making the $700 target roughly 20% above recent levels and above the existing all-time high. Powerful secular tailwinds from artificial intelligence infrastructure spending, data center expansion, and advanced chip manufacturing underpin the bullish case.

BUG provides pure-play exposure to approximately 32 cybersecurity companies that derive at least 50% of revenue from core security activities, tracking the Indxx Cybersecurity Index. The fund's top holdings — including Okta , Fortinet , Palo Alto Networks , and CrowdStrike — collectively represent roughly 30% of net assets and have all posted substantial gains in 2026.

The First Trust Cloud Computing ETF (SKYY) provides diversified exposure to approximately 64 companies across the cloud computing ecosystem, including IaaS, PaaS, and SaaS providers, with roughly 82% of assets concentrated in the technology sector. Despite significant intra-period volatility that included a spike above $155 and subsequent pullbacks, SKYY's net price movement over the trailing 30 days has remained essentially flat, while posting a mid-single-digit gain over the broader quarter.

METV is a passively managed thematic ETF tracking the Ball Metaverse Index, holding 41 globally-listed equities spanning hardware, compute, networking, virtual platforms, payments, and content categories tied to the metaverse theme. The fund's portfolio is heavily concentrated in Technology Services (40%) and Electronic Technology (37%), with top holdings including AAPL , RBLX , NVDA , and GOOGL , alongside indirect cryptocurrency exposure through Canadian-listed crypto staking ETFs.

The Amplify Cybersecurity ETF (HACK) surged approximately 19% over the past 30 days, driven by accelerating AI-related cybersecurity demand and strong earnings from its largest holdings. Over the last quarter, HACK gained roughly 40%, reflecting a powerful sector-wide rerating as enterprise security budgets expanded in response to increasingly sophisticated AI-powered threats.

Disruptive innovation themes in genomics, fintech, and autonomous technologies remain central to ARKK’s positioning for long-term growth potential. Macro factors including interest rate trajectories and inflation trends could influence valuations of high-growth holdings across technology and healthcare sectors.

Explosive growth in artificial intelligence infrastructure spending by major technology companies is expected to sustain strong demand for advanced semiconductors. Continued capital expenditures in data centers and high-performance computing represent a key long-term driver for the underlying index.

The LRNZ ETF has exhibited a prevailing uptrend supported by sustained buying interest in the technology and artificial intelligence sectors. Price action has respected key support zones while testing resistance levels amid broader market volatility.

The Amplify Cybersecurity ETF (HACK) rose approximately 15% over the past 30 days, driven primarily by strong gains in leading cybersecurity holdings amid rising concerns over AI-related data breaches. Over the past quarter, HACK advanced roughly 26%, reflecting broader sector momentum and increased enterprise spending on security solutions.

The iShares Semiconductor ETF (SOXX) rose approximately +14% over the past 30 days, driven primarily by strength in artificial intelligence-related semiconductor demand and positive earnings momentum from leading holdings. Over the past quarter, SOXX advanced roughly +78%, reflecting sustained sector momentum amid broader technology market trends and robust capital spending in digital infrastructure.

SMH is up approximately 4% in today's regular trading session, with the fund advancing from a prior close of approximately $570.91 toward an intraday high of $598.72, driven by a powerful broad-based semiconductor sector rally. The primary catalyst is a sweeping UBS research note published June 10, forecasting a generational expansion in the global chip industry with semiconductor revenues projected to reach $2.38 trillion by 2027 as agentic AI demand accelerates across memory, logic, and CPU segments.

VanEck Semiconductor ETF (SMH) provides targeted exposure to the 25 largest and most liquid U. S.

XLK rose approximately 17% over the past 30 days, driven primarily by strength in semiconductor and software holdings. Over the past quarter, the ETF gained roughly 33%, reflecting broader recovery in technology sector performance.

CLOU rose +14% over the past 30 days, rebounding from April lows amid surging AI-driven cloud demand and strong performances from top holdings like DigitalOcean (DOCN) and Akamai (AKAM). Over the past quarter, the ETF gained approximately +13%, recovering from early-year weakness in cloud software stocks.

TRFK surged +24% over the past 30 days, driven by explosive gains in top holdings like Broadcom ( AVGO ), NVIDIA ( NVDA ), and Advanced Micro Devices ( AMD ) amid booming AI data center demand. The ETF climbed +38% over the past quarter, reflecting sustained strength in the semiconductor sector and positive fund inflows of approximately $69 million in the last month.

IGM maintains a strong uptrend, with price trading well above key moving averages including the 50-day at approximately 153 and 200-day near 141. Technical summaries indicate buy signals overall, supported by positive MACD and most moving averages flashing buy.

XSD surged +46% over the past 30 days, driven by explosive AI infrastructure demand boosting semiconductor stocks across the board. Over the past quarter, the ETF gained +50%, reflecting broader sector recovery amid hyperscaler capital spending on chips.

XLK surged +22% over the past 30 days, driven by robust AI demand boosting semiconductors and top holdings like NVDA and AMD . The ETF gained +23% over the past quarter, rebounding from early-year lows amid strong tech earnings and sector rotation into growth stocks.