# Portfolio overlap — CLOU vs OGIG

Comparing **Global X Cloud Computing ETF** (2026-02-28) and **ALPS | OShares Global Internet Giants ETF** (2026-02-28).

- Shared positions: 11
- Global X Cloud Computing ETF covered by ALPS | OShares Global Internet Giants ETF: 0.1442414277826209085285150536
- ALPS | OShares Global Internet Giants ETF covered by Global X Cloud Computing ETF: 0.1442414277826209085285150535

## 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 |  |

## ALPS | OShares Global Internet Giants ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.075092 | ✓ |
| META PLATFORMS INC CL A | 0.074756 |  |
| MICROSOFT CORP | 0.061128 | ✓ |
| AMAZON.COM INC | 0.060371 |  |
| PALANTIR TECHNOLOGIES INC | 0.032156 |  |
| ORACLE CORP | 0.030498 | ✓ |
| PDD HOLDINGS INC ADR | 0.026185 |  |
| NETFLIX INC | 0.025276 |  |
| PALO ALTO NETWORKS INC | 0.024621 |  |
| MERCADOLIBRE INC | 0.021478 |  |
| SHOPIFY INC CL A | 0.021175 | ✓ |
| TENCENT HOLDINGS LTD | 0.019379 |  |
| CLOUDFLARE INC-A | 0.018618 |  |
| SNOWFLAKE INC CL A | 0.018152 | ✓ |
| UBER TECHNOLOGIES INC | 0.017661 |  |
| APPLOVIN CORP | 0.017522 |  |
| CROWDSTRIKE HOLDINGS INC | 0.016948 |  |
| DOORDASH INC-A | 0.016226 |  |
| ROBLOX CORP - A | 0.015833 |  |
| XERO LTD | 0.014788 |  |
| Spotify Technology SA | 0.014635 |  |
| WISETECH GLOBAL | 0.014063 |  |
| SERVICENOW INC | 0.014005 | ✓ |
| DATADOG INC CL A | 0.013976 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.013851 |  |
| REDDIT INC-A | 0.013260 |  |
| Grab Holdings Ltd | 0.012791 |  |
| SAMSARA INC-CL A | 0.012405 |  |
| NASPERS LTD-N | 0.012332 |  |
| ZSCALER INC | 0.011622 | ✓ |
| RUBRIK INC-A | 0.011557 |  |
| MONGODB INC CL A | 0.011081 |  |
| Tencent Music Entertainment Group SPON ADS EA REP 2 ORD SHS | 0.010983 |  |
| SAP SE | 0.010559 |  |
| INTUIT INC | 0.010436 |  |
| TRIP.COM GROUP LTD ADR | 0.010027 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.009891 | ✓ |
| FAIR ISAAC CORP | 0.009809 |  |
| LIVE NATION ENTERTAINMENT INC | 0.009717 |  |
| GUIDEWIRE SOFTWARE INC | 0.009533 |  |
| DUOLINGO INC | 0.009450 |  |
| FORTINET INC | 0.009371 |  |
| HUBSPOT INC | 0.009212 | ✓ |
| NUTANIX INC CL A | 0.009162 |  |
| SALESFORCE INC | 0.008964 | ✓ |
| MEITUAN-W | 0.008910 |  |
| COSTAR GROUP INC | 0.008908 |  |
| TRADE DESK INC-A | 0.008510 |  |
| VEEVA SYSTEMS-A | 0.007977 |  |
| AIRBNB INC CLASS A | 0.007940 |  |


## 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 `0001049169-26-001005` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1414040/000104916926001005/0001049169-26-001005-index.htm>

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