CLOD ETF
Themes Cloud Computing ETF

| # | Ticker ↕ | Name ↕ | Weight ↓ | Shares ↕ | Mkt Value ↕ | Share Chg | Sector | Industry |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc,class A | 6.92% | 261 | $87.0K | •••••• | •••••••• | •••••••• |
| 2 | AMZN | Amazon.Com Inc | 5.37% | 283 | $67.5K | •••••• | •••••••• | •••••••• |
| 3 | CRM | Salesforce Inc Crm Us Equity | 4.84% | 265 | $60.8K | •••••• | •••••••• | •••••••• |
| 4 | MSFT | Microsoft Corp | 4.53% | 121 | $56.9K | •••••• | •••••••• | •••••••• |
| 5 | CRWD | Crowdstrike Holdings Inc. Class A | 4.44% | 119 | $55.7K | •••••• | •••••••• | •••••••• |
| 6 | ADBE | Adobe Systems | 4.41% | 182 | $55.5K | •••••• | •••••••• | •••••••• |
| 7 | SAP:SG | Sap Se | 4.37% | 230 | $54.9K | •••••• | •••••••• | •••••••• |
| 8 | APP | APPLOVIN CO-CL .. | 4.35% | 102 | $54.6K | •••••• | •••••••• | •••••••• |
| 9 | INTU | Intuit, Inc. | 4.34% | 97 | $54.5K | •••••• | •••••••• | •••••••• |
| 10 | PANW | Palo Alto Networks Inc. | 4.34% | 296 | $54.5K | •••••• | •••••••• | •••••••• |
| 11 | MELI | Mercadolibre Inc | 4.05% | 23 | $50.9K | •••••• | •••••••• | •••••••• |
| 12 | NOW | Servicenow, Inc. | 3.72% | 343 | $46.8K | •••••• | •••••••• | •••••••• |
| 13 | SNPS | Synopsys | 3.56% | 89 | $44.8K | •••••• | •••••••• | •••••••• |
| 14 | CDNS | Cadence Design | 3.36% | 131 | $42.2K | •••••• | •••••••• | •••••••• |
| 15 | ORCL | Oracle Corp - Common | 3.21% | 221 | $40.3K | •••••• | •••••••• | •••••••• |
| 16 | PROSY:AS | Prosus Nv Spons Adr | 2.89% | 615 | $36.4K | •••••• | •••••••• | •••••••• |
| 17 | SNOW | Snowflake Inc | 2.66% | 158 | $33.4K | •••••• | •••••••• | •••••••• |
| 18 | ADSK | Autodesk, Inc. | 2.25% | 104 | $28.3K | •••••• | •••••••• | •••••••• |
| 19 | NET | Net Cloudflare Inc | 2.25% | 149 | $28.2K | •••••• | •••••••• | •••••••• |
| 20 | FTNT | Fortinet, Inc. | 1.97% | 298 | $24.8K | •••••• | •••••••• | •••••••• |
CLOD ETF All Holdings
CLOD holdings total 57 positions. The top 10 holdings account for 47.9% of the fund, led by Alphabet Inc,class A at 6.9%, Amazon.Com Inc at 5.4%, Salesforce Inc Crm Us Equity at 4.8%.
CLOD portfolio concentration is moderate, with the top 10 representing 47.9% of total assets. The largest sector exposure is Information Technology at 75.6%.
CLOD sector allocation provides a detailed breakdown. CLOD overlap tool shows how holdings compare to other funds in your portfolio.
CLOD ETF Holdings
57 of 57 holdings
- 1
Alphabet Inc,class A
GOOGLCommunication Services6.92% - 2
Amazon.Com Inc
AMZNConsumer Discretionary5.37% - 3
Salesforce Inc Crm Us Equity
CRMInformation Technology4.84% - 4
Microsoft Corp
MSFTInformation Technology4.53% - 5
Crowdstrike Holdings Inc. Class A
CRWDInformation Technology4.44% - 6
Adobe Systems
ADBEInformation Technology4.41% - 7
Sap Se
SAP:SGUnknown4.37% - 8
APPLOVIN CO-CL ..
APPInformation Technology4.35% - 9
Intuit, Inc.
INTUInformation Technology4.34% - 10
Palo Alto Networks Inc.
PANWInformation Technology4.34% - 11
Mercadolibre Inc
MELIInformation Technology4.05% - 12
Servicenow, Inc.
NOWInformation Technology3.72% - 13
Synopsys
SNPSInformation Technology3.56% - 14
Cadence Design
CDNSInformation Technology3.36% - 15
Oracle Corp - Common
ORCLInformation Technology3.21% - 16
Prosus Nv Spons Adr
PROSY:ASCommunication Services2.89% - 17
Snowflake Inc
SNOWInformation Technology2.66% - 18
Autodesk, Inc.
ADSKInformation Technology2.25% - 19
Net Cloudflare Inc
NETInformation Technology2.25% - 20
Fortinet, Inc.
FTNTInformation Technology1.97% - 21
Datadog Inc. Class A
DDOGInformation Technology1.65% - 22
Strategy Inc
MSTRInformation Technology1.56% - 23
Workday, Inc., Class A
WDAYInformation Technology1.56% - 24
Paychex, Inc.
PAYXIndustrials1.34% - 25
Mongodb, Inc.
MDBInformation Technology1.21% - 26
Zoom Communications Inc
ZMInformation Technology0.99% - 27
Hexagon Ab
HEXA.B:STUnknown0.92% - 28
Coreweave, Inc.
CRWV:USInformation Technology0.91% - 29
Atlassian Corp-Cl A
TEAMInformation Technology0.89% - 30
Cyberark Soft Ord
CYBR:ILInformation Technology0.82% - 31
Zscaler Inc
ZSInformation Technology0.80% - 32
Verisign Inc
VRSNUnknown0.78% - 33
Twilio Inc. Class A
TWLOInformation Technology0.76% - 34
Yandex N.V. (Class A)
YNDX:ASInformation Technology0.74% - 35
Dassault Systemes SE Shs New
DSY:PAUnknown0.73% - 36
F5 Networks Inc.
FFIVInformation Technology0.60% - 37
Hubspot Inc
HUBSInformation Technology0.60% - 38
Check Point Software Technologies Ltd.
CHKP:DBInformation Technology0.60% - 39
Okta Inc.
OKTAInformation Technology0.57% - 40
Godaddy Inc. Class A
GDDYInformation Technology0.55% - 41
Dynatrace Inc
DTInformation Technology0.47% - 42
Xero Ltd
XRO:NZUnknown0.44% - 43
Booz Allen Hamilton Holdings
BAHIndustrials0.42% - 44
Nutanix Inc - A
NTNXInformation Technology0.42% - 45
Applied Digital Corp
APLDInformation Technology0.33% - 46
Interdigital Inc
IDCCInformation Technology0.32% - 47
Confluent Inc Class A
CFLTInformation Technology0.30% - 48
Rubrik Inc-A
RBRKInformation Technology0.30% - 49
Commvault Systems Inc
CVLTInformation Technology0.23% - 50
Wix.com Ltd
WIX:ILInformation Technology0.19% - 51
First Am Treas Obli-X
FXFXXFinancials0.15% - 52
Cco Holdings, Llc 4.25% 1/15/2034
Other0.07% - 53
British Pounds
Other0.02% - 54
Japanese Yen
Other0.02% - 55
Australian Dollar
ADZ9:AUUnknown0.00% - 56
American Cll Opt 01/26 382.500
Other0.00% - 57
Cbot U.S. Long Bond
Other-0.06%
| # | Company | Ticker | Sector | Industry | Weight |
|---|---|---|---|---|---|
| 1 | Alphabet Inc,class A | GOOGL | 6.920% | ||
| 2 | Amazon.Com Inc | AMZN | 5.370% | ||
| 3 | Salesforce Inc Crm Us Equity | CRM | 4.840% | ||
| 4 | Microsoft Corp | MSFT | 4.530% | ||
| 5 | Crowdstrike Holdings Inc. Class A | CRWD | 4.440% | ||
| 6 | Adobe Systems | ADBE | 4.410% | ||
| 7 | Sap Se | SAP:SG | 4.370% | ||
| 8 | APPLOVIN CO-CL .. | APP | 4.350% | ||
| 9 | Intuit, Inc. | INTU | 4.340% | ||
| 10 | Palo Alto Networks Inc. | PANW | 4.340% | ||
| 11 | Mercadolibre Inc | MELI | 4.050% | ||
| 12 | Servicenow, Inc. | NOW | 3.720% | ||
| 13 | Synopsys | SNPS | 3.560% | ||
| 14 | Cadence Design | CDNS | 3.360% | ||
| 15 | Oracle Corp - Common | ORCL | 3.210% | ||
| 16 | Prosus Nv Spons Adr | PROSY:AS | 2.890% | ||
| 17 | Snowflake Inc | SNOW | 2.660% | ||
| 18 | Autodesk, Inc. | ADSK | 2.250% | ||
| 19 | Net Cloudflare Inc | NET | 2.250% | ||
| 20 | Fortinet, Inc. | FTNT | 1.970% | ||
| 21 | Datadog Inc. Class A | DDOG | 1.650% | ||
| 22 | Strategy Inc | MSTR | 1.560% | ||
| 23 | Workday, Inc., Class A | WDAY | 1.560% | ||
| 24 | Paychex, Inc. | PAYX | 1.340% | ||
| 25 | Mongodb, Inc. | MDB | 1.210% | ||
| 26 | Zoom Communications Inc | ZM | 0.990% | ||
| 27 | Hexagon Ab | HEXA.B:ST | 0.920% | ||
| 28 | Coreweave, Inc. | CRWV:US | 0.910% | ||
| 29 | Atlassian Corp-Cl A | TEAM | 0.890% | ||
| 30 | Cyberark Soft Ord | CYBR:IL | 0.820% | ||
| 31 | Zscaler Inc | ZS | 0.800% | ||
| 32 | Verisign Inc | VRSN | 0.780% | ||
| 33 | Twilio Inc. Class A | TWLO | 0.760% | ||
| 34 | Yandex N.V. (Class A) | YNDX:AS | 0.740% | ||
| 35 | Dassault Systemes SE Shs New | DSY:PA | 0.730% | ||
| 36 | F5 Networks Inc. | FFIV | 0.600% | ||
| 37 | Hubspot Inc | HUBS | 0.600% | ||
| 38 | Check Point Software Technologies Ltd. | CHKP:DB | 0.600% | ||
| 39 | Okta Inc. | OKTA | 0.570% | ||
| 40 | Godaddy Inc. Class A | GDDY | 0.550% | ||
| 41 | Dynatrace Inc | DT | 0.470% | ||
| 42 | Xero Ltd | XRO:NZ | 0.440% | ||
| 43 | Booz Allen Hamilton Holdings | BAH | 0.420% | ||
| 44 | Nutanix Inc - A | NTNX | 0.420% | ||
| 45 | Applied Digital Corp | APLD | 0.330% | ||
| 46 | Interdigital Inc | IDCC | 0.320% | ||
| 47 | Confluent Inc Class A | CFLT | 0.300% | ||
| 48 | Rubrik Inc-A | RBRK | 0.300% | ||
| 49 | Commvault Systems Inc | CVLT | 0.230% | ||
| 50 | Wix.com Ltd | WIX:IL | 0.190% | ||
| 51 | First Am Treas Obli-X | FXFXX | 0.150% | ||
| 52 | Cco Holdings, Llc 4.25% 1/15/2034 | - | 0.070% | ||
| 53 | British Pounds | - | 0.020% | ||
| 54 | Japanese Yen | - | 0.020% | ||
| 55 | Australian Dollar | ADZ9:AU | 0.000% | ||
| 56 | American Cll Opt 01/26 382.500 | - | 0.000% | ||
| 57 | Cbot U.S. Long Bond | - | -0.060% |