# Portfolio overlap — CLOU vs CLOD

Comparing **Global X Cloud Computing ETF** (2026-02-28) and **Themes Cloud Computing ETF** (2026-03-31).

- Shared positions: 12
- Global X Cloud Computing ETF covered by Themes Cloud Computing ETF: 0.1977681565423535364652649723
- Themes Cloud Computing ETF covered by Global X Cloud Computing ETF: 0.1977681565423535364652649723

## Global X Cloud Computing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AKAMAI TECHNOLOGIES INC | 0.066767 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.054253 |  |
| DIGITAL REALTY TRUST INC | 0.052130 |  |
| TWILIO INC CLASS A | 0.046991 | ✓ |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.044544 | ✓ |
| DROPBOX INC CL A | 0.043165 |  |
| SALESFORCE INC | 0.040315 | ✓ |
| SHOPIFY INC CL A | 0.038310 |  |
| PAYCOM SOFTWARE INC | 0.037990 |  |
| BOX INC- CLASS A | 0.036259 |  |
| PROCORE TECHNOLOGIES INC | 0.034454 |  |
| WORKIVA INC | 0.034142 |  |
| HUBSPOT INC | 0.033157 | ✓ |
| SNOWFLAKE INC CL A | 0.031497 | ✓ |
| QUALYS INC | 0.031148 |  |
| SERVICENOW INC | 0.031133 | ✓ |
| VNET Group Incorporation DEPOSITARY RECEIPT | 0.030222 |  |
| FASTLY INC CL A | 0.029892 |  |
| WORKDAY INC CL A | 0.029501 | ✓ |
| Wix.com Ltd | 0.025571 |  |
| ALPHABET INC CL A | 0.024550 | ✓ |
| SINCH AB | 0.022983 |  |
| ZSCALER INC | 0.022887 | ✓ |
| SPS COMMERCE INC | 0.022642 |  |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 0.021378 |  |
| FRESHWORKS INC CL A | 0.019762 |  |
| MICROSOFT CORP | 0.019540 | ✓ |
| FIVE9 INC | 0.014292 |  |
| C3.AI INC-A | 0.011331 |  |
| MONEY MARKET FUND | 0.011227 |  |
| YEXT INC | 0.007401 |  |
| HEALTHSTREAM INC | 0.006652 |  |
| ORACLE CORP | 0.005580 | ✓ |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.004624 |  |
| KINGSOFT CLOUD HOLDINGS LTD ADR | 0.004229 |  |
| PUBMATIC INC CL A | 0.004031 |  |
| INTL BUS MACH CORP | 0.003011 |  |
| ORACLE CORP JPN | 0.002438 |  |

## Themes Cloud Computing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PALO ALTO NETWORKS INC | 0.056494 |  |
| ALPHABET INC CL A | 0.052625 | ✓ |
| AMAZON.COM INC | 0.050549 |  |
| CROWDSTRIKE HOLDINGS INC | 0.047378 |  |
| MICROSOFT CORP | 0.044682 | ✓ |
| ORACLE CORP | 0.044393 | ✓ |
| ADOBE INC | 0.042119 |  |
| SALESFORCE INC | 0.041430 | ✓ |
| SAP SE | 0.041101 |  |
| SERVICENOW INC | 0.040438 | ✓ |
| MERCADOLIBRE INC | 0.040394 |  |
| INTUIT INC | 0.038722 |  |
| APPLOVIN CORP | 0.037193 |  |
| SYNOPSYS INC | 0.037051 |  |
| CADENCE DESIGN SYSTEMS INC | 0.036967 |  |
| CLOUDFLARE INC-A | 0.031334 |  |
| PROSUS NV | 0.026929 |  |
| FORTINET INC | 0.024978 |  |
| AUTODESK INC | 0.024702 |  |
| SNOWFLAKE INC CL A | 0.023686 | ✓ |
| DATADOG INC CL A | 0.018156 |  |
| STRATEGY INC CL A | 0.016198 |  |
| PAYCHEX INC | 0.014527 |  |
| WORKDAY INC CL A | 0.013321 | ✓ |
| Nebius Group NV, Class A | 0.010908 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.010486 | ✓ |
| VERISIGN INC | 0.009832 |  |
| HEXAGON AB-B | 0.009777 |  |
| MONGODB INC CL A | 0.009531 |  |
| COREWEAVE INC | 0.009150 |  |
| TWILIO INC CLASS A | 0.008573 | ✓ |
| F5 INC | 0.008262 |  |
| AKAMAI TECHNOLOGIES INC | 0.007826 | ✓ |
| ZSCALER INC | 0.006737 | ✓ |
| Dassault Systemes SE | 0.006620 |  |
| OKTA INC CL A | 0.006487 |  |
| HUBSPOT INC | 0.006020 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.005714 |  |
| CHECK POINT SOFTWARE TECHS LTD | 0.005655 |  |
| DYNATRACE INC | 0.005328 |  |
| GODADDY INC CL A | 0.005204 |  |
| NUTANIX INC CL A | 0.004785 |  |
| INTERDIGITAL INC | 0.003528 |  |
| UNITY SOFTWARE INC | 0.003446 |  |
| RUBRIK INC-A | 0.003241 |  |
| APPLIED DIGITAL CORP | 0.002604 |  |
| HUT 8 CORP | 0.002222 |  |
| COMMVAULT SYSTEMS INC | 0.001618 |  |
| FIRST AM-TR OB-X | 0.001082 |  |


## Sources

- N-PORT (fund A) — accession `0002048251-26-003710` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1432353/000204825126003710/0002048251-26-003710-index.htm>
- N-PORT (fund B) — accession `0000894189-26-015960` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1976322/000089418926015960/0000894189-26-015960-index.htm>

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