# Portfolio overlap — FCLD vs XSW

Comparing **Fidelity Cloud Computing ETF** (2026-03-31) and **State Street(R) SPDR(R) S&P(R) Software & Services ETF** (2026-03-31).

- Shared positions: 28
- Fidelity Cloud Computing ETF covered by State Street(R) SPDR(R) S&P(R) Software & Services ETF: 0.1901373375299639345279552106
- State Street(R) SPDR(R) S&P(R) Software & Services ETF covered by Fidelity Cloud Computing ETF: 0.1901373375299639345279552106

## Fidelity Cloud Computing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Securities Lending Cash Central Fund | 0.048744 |  |
| SANDISK CORPORATION | 0.044310 |  |
| EQUINIX INC | 0.042501 |  |
| SALESFORCE INC | 0.042473 | ✓ |
| WESTERN DIGITAL CORP | 0.042187 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.041355 |  |
| MICROSOFT CORP | 0.041301 | ✓ |
| SERVICENOW INC | 0.039795 | ✓ |
| APPLOVIN CORP | 0.035861 | ✓ |
| DIGITAL REALTY TRUST INC | 0.034171 |  |
| SNOWFLAKE INC CL A | 0.029378 |  |
| DATADOG INC CL A | 0.028331 | ✓ |
| WORKDAY INC CL A | 0.023782 | ✓ |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.023654 | ✓ |
| NETAPP INC | 0.022720 |  |
| TWILIO INC CLASS A | 0.022131 |  |
| COREWEAVE INC | 0.021921 |  |
| MONGODB INC CL A | 0.021436 |  |
| PURE STORAGE INC CL A | 0.021342 |  |
| AMAZON.COM INC | 0.019374 |  |
| DIGITALOCEAN HOLDINGS INC | 0.019132 |  |
| DYNATRACE INC | 0.017387 | ✓ |
| HUBSPOT INC | 0.017003 | ✓ |
| HON HAI | 0.016904 |  |
| NUTANIX INC CL A | 0.016852 | ✓ |
| DOCUSIGN INC | 0.016831 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.016192 | ✓ |
| JFROG LTD | 0.014402 |  |
| NICE LTD | 0.013205 |  |
| UIPATH INC -CL A | 0.012762 | ✓ |
| ELASTIC NV | 0.012601 | ✓ |
| PEGASYSTEMS INC | 0.011449 | ✓ |
| DROPBOX INC CL A | 0.011200 | ✓ |
| BOX INC- CLASS A | 0.010968 | ✓ |
| COMMVAULT SYSTEMS INC | 0.010815 | ✓ |
| KINGDEE INTL SFT | 0.010643 |  |
| RINGCENTRAL INC CL A | 0.010495 | ✓ |
| KINGSOFT CLOUD H | 0.010450 |  |
| ZETA GLOBAL HOLDINGS CORP | 0.010146 | ✓ |
| GITLAB INC-CL A | 0.010110 | ✓ |
| MONDAY.COM LTD | 0.010078 |  |
| ONESTREAM INC | 0.009564 | ✓ |
| TERADATA CORP | 0.009487 | ✓ |
| IONOS SE | 0.009013 |  |
| LIVERAMP HOLDINGS INC | 0.008504 | ✓ |
| ZOOMINFO TECHNOLOGIES INC | 0.008423 |  |
| INTAPP INC | 0.008071 | ✓ |
| FIVE9 INC | 0.007097 | ✓ |
| APPIAN CORP CL A | 0.006916 | ✓ |
| VERTEX INC - CLASS A | 0.006021 | ✓ |

## State Street(R) SPDR(R) S&P(R) Software & Services ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.083261 |  |
| BRAZE INC-A | 0.009038 |  |
| A10 NETWORKS INC | 0.007956 |  |
| UNITY SOFTWARE INC | 0.007915 |  |
| CLEAR SECURE INC | 0.007796 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.007624 | ✓ |
| ARTERIS INC | 0.007609 |  |
| KYNDRYL HOLDINGS INC | 0.007492 |  |
| ADEIA INC | 0.007436 |  |
| DXC TECHNOLOGY CO | 0.007394 |  |
| BLACKLINE INC | 0.007381 |  |
| ELECTRONIC ARTS INC | 0.007356 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.007337 |  |
| PROCORE TECHNOLOGIES INC | 0.007330 |  |
| ONESTREAM INC | 0.007320 | ✓ |
| INTAPP INC | 0.007312 | ✓ |
| SPRINKLR INC-A | 0.007261 |  |
| ROPER TECHNOLOGIES INC | 0.007261 |  |
| FRESHWORKS INC CL A | 0.007240 |  |
| ASGN INC | 0.007237 |  |
| SEMRUSH HOLDINGS INC | 0.007225 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.007189 |  |
| NUTANIX INC CL A | 0.007170 | ✓ |
| ACI WORLDWIDE INC | 0.007154 |  |
| SAMSARA INC-CL A | 0.007125 |  |
| DOCUSIGN INC | 0.007124 | ✓ |
| GARTNER INC | 0.007120 |  |
| ACCENTURE PLC CL A | 0.007113 |  |
| INTUIT INC | 0.007100 |  |
| DYNATRACE INC | 0.007099 | ✓ |
| TYLER TECHNOLOGIES INC | 0.007091 |  |
| COGNIZANT TECH SOLUTIONS CL A | 0.007088 |  |
| KLAVIYO INC-A | 0.007084 |  |
| FORTINET INC | 0.007077 |  |
| AGILYSYS INC | 0.007077 |  |
| PEGASYSTEMS INC | 0.007043 | ✓ |
| ONESPAN INC | 0.007035 |  |
| INTL BUS MACH CORP | 0.007025 |  |
| PALO ALTO NETWORKS INC | 0.007011 |  |
| N-ABLE INC | 0.007003 |  |
| TRIMBLE INC | 0.006976 |  |
| I3 VERTICALS INC CL A | 0.006962 |  |
| COMMVAULT SYSTEMS INC | 0.006961 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006960 |  |
| SALESFORCE INC | 0.006935 | ✓ |
| WORKIVA INC | 0.006930 |  |
| RINGCENTRAL INC CL A | 0.006917 | ✓ |
| BOX INC- CLASS A | 0.006914 | ✓ |
| EPAM SYSTEMS INC | 0.006894 |  |
| MARATHON DIGITAL HOLDINGS INC | 0.006884 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-003307` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540226003307/0000035402-26-003307-index.htm>
- N-PORT (fund B) — accession `0001410368-26-055484` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064642/000141036826055484/0001410368-26-055484-index.htm>

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