NET - The WCLD Cloud Computing ETF Shuns The 'Big 3' But Still Delivers

• The Wisdom Tree Cloud Computing ETF is predominately focused on what I would characterize as second-tier pure-play cloud companies.
• None of the "Big 3" companies that currently dominate the public cloud - Amazon, Microsoft, and Google - are found in the top-10 holdings.
• Yet the fund is up 94% over the past year.
• The law of large numbers implies it is easier for smaller companies to grow at a faster pace than are the larger market-cap companies.
• The WCLD cloud computing ETF appears to be making that bet.

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