# Portfolio overlap — CLOU vs FDN

Comparing **Global X Cloud Computing ETF** (2026-02-28) and **First Trust Dow Jones Internet Index Fund** (2026-03-31).

- Shared positions: 10
- Global X Cloud Computing ETF covered by First Trust Dow Jones Internet Index Fund: 0.1404293822747825650069703290
- First Trust Dow Jones Internet Index Fund covered by Global X Cloud Computing ETF: 0.1404293822747825650069703291

## 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 |  |

## First Trust Dow Jones Internet Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.102394 |  |
| META PLATFORMS INC CL A | 0.091341 |  |
| NETFLIX INC | 0.089766 |  |
| CISCO SYSTEMS INC | 0.067786 |  |
| ALPHABET INC CL A | 0.054028 | ✓ |
| THE BOOKING HOLDINGS INC | 0.045828 |  |
| SALESFORCE INC | 0.045238 | ✓ |
| ALPHABET INC CL C | 0.043295 |  |
| ARISTA NETWORKS INC | 0.041788 |  |
| CLOUDFLARE INC-A | 0.034515 |  |
| DOORDASH INC-A | 0.029600 |  |
| CIENA CORP | 0.028837 |  |
| AIRBNB INC CLASS A | 0.028200 |  |
| SNOWFLAKE INC CL A | 0.027207 | ✓ |
| CARVANA CO CL A | 0.023438 |  |
| PAYPAL HOLDINGS | 0.021955 |  |
| EBAY INC | 0.021683 |  |
| DATADOG INC CL A | 0.020431 |  |
| ROBLOX CORP - A | 0.019725 |  |
| COPART INC | 0.015587 |  |
| WORKDAY INC CL A | 0.014593 | ✓ |
| VEEVA SYSTEMS-A | 0.014010 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.011254 | ✓ |
| VERISIGN INC | 0.010807 |  |
| COREWEAVE INC | 0.009868 |  |
| FLUTTER ENTERTAINMENT PLC | 0.009423 |  |
| AKAMAI TECHNOLOGIES INC | 0.008715 | ✓ |
| F5 INC | 0.008622 |  |
| OKTA INC CL A | 0.007032 |  |
| HUBSPOT INC | 0.006788 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.006103 |  |
| SAMSARA INC-CL A | 0.005984 |  |
| GODADDY INC CL A | 0.005892 |  |
| DRAFTKINGS INC | 0.005646 |  |
| NUTANIX INC CL A | 0.005420 |  |
| DOCUSIGN INC | 0.005006 |  |
| PAYCOM SOFTWARE INC | 0.003132 | ✓ |
| DROPBOX INC CL A | 0.002089 | ✓ |
| DUOLINGO INC | 0.002080 |  |
| BOX INC- CLASS A | 0.001786 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.001627 |  |
| MSILF Treasury Portfolio, Class Institutional | 0.001327 |  |
| DAIWA CAPITAL MARKETS AMERICA INC | 0.000154 |  |


## 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 `0000940400-26-021507` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1329377/000094040026021507/0000940400-26-021507-index.htm>

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