CLOD holdings
All 52 positions of Themes Cloud Computing ETF.
Positions
52
Top 10 weight
47.2%
Effective holdings
27.5
1 / sum of squared weights
In stocks
99.7%
In bonds
0.0%
Outside the US
13.2%
Asset mix
Sectors
90% of stocks classifiedCountries
Holdings
| # | Holding | Type | Weight | Value | Shares / par | Country |
|---|---|---|---|---|---|---|
| 1 | PANWPalo Alto Networks, Inc. Common Stock | Equity | 7.52% | $187K | 548 | US |
| 2 | CRWDCrowdStrike Holdings, Inc. Class A Common Stock | Equity | 7.12% | $177K | 232 | US |
| 3 | APPApplovin Corporation Class A Common Stock | Equity | 5.02% | $125K | 242 | US |
| 4 | GOOGLAlphabet Inc. Class A Common Stock | Equity | 4.14% | $103K | 288 | US |
| 5 | CDNSCadence Design Systems | Equity | 4.12% | $102K | 273 | US |
| 6 | NOWSERVICENOW, INC. | Equity | 4.09% | $102K | 1,024 | US |
| 7 | ORCLOracle Corp | Equity | 3.92% | $97K | 665 | US |
| 8 | FTNTFortinet, Inc. | Equity | 3.81% | $95K | 616 | US |
| 9 | AMZNAmazon.Com Inc | Equity | 3.77% | $94K | 393 | US |
| 10 | MSFTMicrosoft Corp | Equity | 3.72% | $93K | 248 | US |
| 11 | SAP SE | Equity | 3.47% | $86K | 563 | DE |
| 12 | SNOWSnowflake Inc. | Equity | 3.38% | $84K | 330 | US |
| 13 | CRMSalesforce, Inc. | Equity | 3.38% | $84K | 536 | US |
| 14 | SNPSSynopsys Inc | Equity | 3.36% | $83K | 187 | US |
| 15 | DDOGDatadog, Inc. Class A Common Stock | Equity | 3.30% | $82K | 315 | US |
| 16 | ADBEAdobe Inc. | Equity | 3.25% | $81K | 394 | US |
| 17 | MELIMercado Libre, Inc | Equity | 3.21% | $80K | 47 | UY |
| 18 | NETCloudflare, Inc. Class A common stock, par value $0.001 per share | Equity | 3.08% | $77K | 312 | US |
| 19 | INTUIntuit Inc | Equity | 2.68% | $67K | 255 | US |
| 20 | Nebius Group NV | Equity | 2.26% | $56K | 203 | NL |
| 21 | Prosus NV | Equity | 2.11% | $52K | 1,208 | NL |
| 22 | ADSKAutodesk Inc | Equity | 1.64% | $41K | 210 | US |
| 23 | PAYXPaychex Inc | Equity | 1.28% | $32K | 323 | US |
| 24 | TWLOTwilio Inc. | Equity | 1.15% | $29K | 139 | US |
| 25 | MSTRStrategy Inc Common Stock Class A | Equity | 1.12% | $28K | 321 | US |
| 26 | MDBMongoDB, Inc. Class A | Equity | 1.08% | $27K | 80 | US |
| 27 | WDAYWorkday, Inc. Class A Common Stock | Equity | 1.03% | $26K | 210 | US |
| 28 | FFIVF5, Inc. Common Stock | Equity | 0.94% | $23K | 56 | US |
| 29 | OKTAOkta, Inc. Class A Common Stock | Equity | 0.93% | $23K | 169 | US |
| 30 | ZMZoom Communications, Inc. Class A Common Stock | Equity | 0.93% | $23K | 267 | US |
| 31 | VRSNVeriSign Inc | Equity | 0.77% | $19K | 76 | US |
| 32 | HXGBYHEXAGON AB UNSP/ADR | Equity | 0.68% | $17K | 2,040 | SE |
| 33 | AKAMAkamai Technologies Inc | Equity | 0.66% | $16K | 139 | US |
| 34 | Dassault Systemes SE | Equity | 0.56% | $14K | 681 | FR |
| 35 | ZSZscaler, Inc. Common Stock | Equity | 0.56% | $14K | 98 | US |
| 36 | RMBSRambus Inc | Equity | 0.53% | $13K | 99 | US |
| 37 | DTDynatrace, Inc. | Equity | 0.52% | $13K | 296 | US |
| 38 | NTNXNutanix, Inc. Class A Common Stock | Equity | 0.49% | $12K | 240 | US |
| 39 | HUTHut 8 Corp. Common Stock | Equity | 0.45% | $11K | 97 | US |
| 40 | Check Point Software Technolog | Equity | 0.43% | $11K | 81 | IL |
| 41 | GDDYGoDaddy Inc | Equity | 0.41% | $10K | 120 | US |
| 42 | Sage Group PLC/The | Equity | 0.40% | $10K | 912 | GB |
| 43 | APLDApplied Digital Corporation Common Stock | Equity | 0.38% | $9K | 252 | US |
| 44 | CACICACI INTERNATIONAL CLA | Equity | 0.37% | $9K | 20 | US |
| 45 | DOCNDigitalOcean Holdings, Inc. | Equity | 0.37% | $9K | 59 | US |
| 46 | HUBSHUBSPOT, INC. | Equity | 0.37% | $9K | 50 | US |
| 47 | CIFRCipher Digital Inc. Common Stock | Equity | 0.32% | $8K | 320 | US |
| 48 | IDCCInterDigital, Inc. | Equity | 0.27% | $7K | 24 | US |
| 49 | First American Treasury Obliga | Cash | 0.20% | $5K | 5,060 | US |
| 50 | DBXDropbox, Inc. Class A | Equity | 0.16% | $4K | 146 | US |
| 51 | Octave Intelligence PLC | Equity | 0.13% | $3K | 204 | US |
| 52 | Wix.com Ltd | Equity | 0.09% | $2K | 50 | IL |
Find which other funds hold a stock by opening it and choosing "ETFs holding".
Position changes between reports
| Action | Holding | Weight before | Weight after | Shares vs flows | Between reports |
|---|---|---|---|---|---|
| Decrease | PANWPalo Alto Networks Inc | 5.65% | 7.52% | −24.1% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | APPAppLovin Corp | 3.72% | 5.02% | +26.4% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Decrease | AMZNAmazon.com Inc | 5.05% | 3.77% | −20.9% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | INTUIntuit Inc | 3.87% | 2.68% | +39.0% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Decrease | GOOGLAlphabet Inc | 5.26% | 4.14% | −23.2% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | ADBEAdobe Inc | 4.21% | 3.25% | +11.0% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Exit | CRWVCoreWeave Inc | 0.91% | — | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | CRMSalesforce Inc | 4.14% | 3.38% | +17.9% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | SAP SE | 4.11% | 3.47% | +13.6% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Exit | TEAMAtlassian Corp | 0.57% | — | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | RMBSRambus Inc | — | 0.53% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | MSTRStrategy Inc | 1.62% | 1.12% | +20.8% | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | Sage Group PLC/The | — | 0.40% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | CACICACI International Inc | — | 0.37% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | DOCNDigitalOcean Holdings Inc | — | 0.37% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| Exit | UUnity Software Inc | 0.34% | — | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| Exit | RBRKRubrik Inc | 0.32% | — | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | CIFRCipher Digital Inc | — | 0.32% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| Exit | CVLTCommvault Systems Inc | 0.16% | — | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | DBXDropbox Inc | — | 0.16% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | Octave Intelligence PLC | — | 0.13% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | APLDApplied Digital Corp | 0.26% | 0.38% | +12.2% | Mar 31, 2026 → Jun 30, 2026 SEC |
| New position | Wix.com Ltd | — | 0.09% | — | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | NOWServiceNow Inc | 4.04% | 4.09% | +29.3% | Mar 31, 2026 → Jun 30, 2026 SEC |
| Increase | PANWPalo Alto Networks Inc | 4.19% | 5.65% | +19.3% | Dec 31, 2025 → Mar 31, 2026 SEC |
| Decrease | CRMSalesforce Inc | 5.39% | 4.14% | −16.1% | Dec 31, 2025 → Mar 31, 2026 SEC |
| Increase | ORCLOracle Corp | 3.31% | 4.44% | +36.8% | Dec 31, 2025 → Mar 31, 2026 SEC |
| Decrease | GOOGLAlphabet Inc | 6.27% | 5.26% | −29.8% | Dec 31, 2025 → Mar 31, 2026 SEC |
| Exit | CyberArk Software Ltd | 0.79% | — | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| New position | AKAMAkamai Technologies Inc | — | 0.78% | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| Exit | Xero Ltd | 0.46% | — | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| Exit | BAHBooz Allen Hamilton Holding Co | 0.36% | — | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| New position | UUnity Software Inc | — | 0.34% | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| Exit | CFLTConfluent Inc | 0.29% | — | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| New position | HUTHut 8 Corp | — | 0.22% | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| Exit | Wix.com Ltd | 0.21% | — | — | Dec 31, 2025 → Mar 31, 2026 SEC |
| Decrease | AMZNAmazon.com Inc | 5.02% | 5.05% | −14.1% | Dec 31, 2025 → Mar 31, 2026 SEC |
| Increase | NOWServiceNow Inc | 4.03% | 4.04% | +13.0% | Dec 31, 2025 → Mar 31, 2026 SEC |
| Increase | RBRKRubrik Inc | 0.33% | 0.32% | +18.4% | Dec 31, 2025 → Mar 31, 2026 SEC |
Share-count changes are measured after removing what creations and redemptions explain.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.