# Portfolio overlap — XSW vs CLOD

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

- Shared positions: 27
- State Street(R) SPDR(R) S&P(R) Software & Services ETF covered by Themes Cloud Computing ETF: 0.1572230143874990239162980361
- Themes Cloud Computing ETF covered by State Street(R) SPDR(R) S&P(R) Software & Services ETF: 0.1572230143874990239162980361

## 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 |  |

## Themes Cloud Computing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PALO ALTO NETWORKS INC | 0.056494 | ✓ |
| ALPHABET INC CL A | 0.052625 |  |
| AMAZON.COM INC | 0.050549 |  |
| CROWDSTRIKE HOLDINGS INC | 0.047378 | ✓ |
| MICROSOFT CORP | 0.044682 | ✓ |
| ORACLE CORP | 0.044393 | ✓ |
| ADOBE INC | 0.042119 | ✓ |
| SALESFORCE INC | 0.041430 | ✓ |
| SAP SE | 0.041101 |  |
| SERVICENOW INC | 0.040438 | ✓ |
| MERCADOLIBRE INC | 0.040394 |  |
| INTUIT INC | 0.038722 | ✓ |
| APPLOVIN CORP | 0.037193 | ✓ |
| SYNOPSYS INC | 0.037051 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.036967 | ✓ |
| CLOUDFLARE INC-A | 0.031334 |  |
| PROSUS NV | 0.026929 |  |
| FORTINET INC | 0.024978 | ✓ |
| AUTODESK INC | 0.024702 | ✓ |
| SNOWFLAKE INC CL A | 0.023686 |  |
| DATADOG INC CL A | 0.018156 | ✓ |
| STRATEGY INC CL A | 0.016198 | ✓ |
| PAYCHEX INC | 0.014527 |  |
| WORKDAY INC CL A | 0.013321 | ✓ |
| Nebius Group NV, Class A | 0.010908 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.010486 | ✓ |
| VERISIGN INC | 0.009832 |  |
| HEXAGON AB-B | 0.009777 |  |
| MONGODB INC CL A | 0.009531 |  |
| COREWEAVE INC | 0.009150 |  |
| TWILIO INC CLASS A | 0.008573 |  |
| F5 INC | 0.008262 |  |
| AKAMAI TECHNOLOGIES INC | 0.007826 |  |
| ZSCALER INC | 0.006737 | ✓ |
| Dassault Systemes SE | 0.006620 |  |
| OKTA INC CL A | 0.006487 |  |
| HUBSPOT INC | 0.006020 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.005714 | ✓ |
| CHECK POINT SOFTWARE TECHS LTD | 0.005655 |  |
| DYNATRACE INC | 0.005328 | ✓ |
| GODADDY INC CL A | 0.005204 |  |
| NUTANIX INC CL A | 0.004785 | ✓ |
| INTERDIGITAL INC | 0.003528 | ✓ |
| UNITY SOFTWARE INC | 0.003446 | ✓ |
| RUBRIK INC-A | 0.003241 | ✓ |
| APPLIED DIGITAL CORP | 0.002604 |  |
| HUT 8 CORP | 0.002222 | ✓ |
| COMMVAULT SYSTEMS INC | 0.001618 | ✓ |
| FIRST AM-TR OB-X | 0.001082 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055484` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064642/000141036826055484/0001410368-26-055484-index.htm>
- N-PORT (fund B) — accession `0000894189-26-015960` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1976322/000089418926015960/0000894189-26-015960-index.htm>

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