# Portfolio overlap — CLOU vs SPAM

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

- Shared positions: 5
- Global X Cloud Computing ETF covered by Themes Cybersecurity ETF: 0.1596229577964051601768010677
- Themes Cybersecurity ETF covered by Global X Cloud Computing ETF: 0.1596229577964051601768010677

## 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 Cybersecurity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PALO ALTO NETWORKS INC | 0.079114 |  |
| AKAMAI TECHNOLOGIES INC | 0.065137 | ✓ |
| Nebius Group NV, Class A | 0.054234 |  |
| FORTINET INC | 0.051014 |  |
| COREWEAVE INC | 0.050286 |  |
| CACI INTL-A | 0.048367 |  |
| CLEAR SECURE INC | 0.047209 |  |
| NEXTDC LTD | 0.045998 |  |
| FASTLY INC CL A | 0.044947 | ✓ |
| BOOZ ALLEN HAMILTON HLDG CL A | 0.043404 |  |
| OKTA INC CL A | 0.041827 |  |
| SENTINELONE INC | 0.041651 |  |
| CROWDSTRIKE HOLDINGS INC | 0.040676 |  |
| TREND MICRO INC | 0.040301 |  |
| CHECK POINT SOFTWARE TECHS LTD | 0.037738 |  |
| QUALYS INC | 0.033203 | ✓ |
| ZSCALER INC | 0.030456 | ✓ |
| NETCOMPANY GROUP AS | 0.028418 |  |
| VARONIS SYSTEMS INC | 0.026983 |  |
| ALARM.COM HOLDINGS INC | 0.022556 |  |
| TENABLE HOLDINGS INC | 0.022040 |  |
| BLACKBERRY LTD | 0.020753 |  |
| A10 NETWORKS INC | 0.017577 |  |
| VNET Group Incorporation DEPOSITARY RECEIPT | 0.010559 | ✓ |
| RADWARE LTD | 0.010200 |  |
| SAILPOINT INC | 0.007971 |  |
| NETSKOPE INC-A | 0.007617 |  |
| GB GROUP PLC COMMON STOCK GBP.025 | 0.007179 |  |
| SUNEVISION HLDGS | 0.004673 |  |
| Digital Arts, Inc | 0.004252 |  |
| RAPID7 INC | 0.003901 |  |
| ONESPAN INC | 0.003824 |  |
| BTQ TECHNOLOGIES CORP | 0.002764 |  |
| QORIA LTD | 0.002149 |  |
| FIRST AM-TR OB-X | 0.001019 |  |


## 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 `0000894189-26-015961` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1976322/000089418926015961/0000894189-26-015961-index.htm>

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