# Portfolio overlap — CLOU vs LCG

Comparing **Global X Cloud Computing ETF** (2026-02-28) and **Sterling Capital Focus Equity ETF** (2025-08-31).

- Shared positions: 5
- Global X Cloud Computing ETF covered by Sterling Capital Focus Equity ETF: 0.1425200432494702202585902956
- Sterling Capital Focus Equity ETF covered by Global X Cloud Computing ETF: 0.1425200432494702202585902956

## 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 |  |

## Sterling Capital Focus Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Adyen NV | 0.115803 |  |
| IDEXX LABS INC | 0.097527 |  |
| S&P GLOBAL INC | 0.083402 |  |
| COSTAR GROUP INC | 0.081721 |  |
| VEEVA SYSTEMS-A | 0.052941 |  |
| ALPHABET INC CL C | 0.047981 |  |
| AMAZON.COM INC | 0.045417 |  |
| MONGODB INC CL A | 0.045051 |  |
| ASML Holding NV - NY Reg Shares | 0.043853 |  |
| SHOPIFY INC CL A | 0.042742 | ✓ |
| TOKYO ELECTRON LTD UNSPN ADR | 0.038966 |  |
| MSCI INC | 0.038408 |  |
| MICROSOFT CORP | 0.034279 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.034032 |  |
| SYNOPSYS INC | 0.032235 |  |
| SERVICENOW INC | 0.030471 | ✓ |
| SAIA INC | 0.030015 |  |
| WORKDAY INC CL A | 0.028955 | ✓ |
| OLD DOMINION FRT | 0.028762 |  |
| HUBSPOT INC | 0.025243 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.022195 |  |


## 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 `0000910472-25-002196` (as of 2025-08-31)
  <https://www.sec.gov/Archives/edgar/data/1644419/000091047225002196/0000910472-25-002196-index.htm>

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