CLOD ETF largest holding is SAP:SG at 5.49% as of Aug 18, 2026

$36.06

AUM$2M

TER0.35%

Holdings57

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CLOD ETF largest holding is SAP:SG at 5.49% as of Aug 18, 2026

$36.06

Themes Cloud Computing ETF

AUM$2M

TER0.35%

Holdings57

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

SAP:SG is CLOD's largest holding at 5.49% of the fund as of Aug 18, 2026. CLOD is Themes Cloud Computing ETF.

Showing top 50 of 56 holdings · as of Aug 18, 2026

CLOD holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	—	Sap Se	5.49%	5.5%	539	$112.1K	-	-
2	Debt	Microsoft CorpInfo Tech · Software	5.20%	10.7%	221	$106.2K	Info Tech	Software
Sector and industry · Pro
3	PANW	Palo Alto Networks, Inc	4.88%	15.6%	265	$99.6K
4	CRM	Salesforce Inc	4.76%	20.3%	509	$97.2K
5	CRWD	Crowdstrike Holdings Inc. Class A	4.65%	25.0%	444	$95.0K
6	AMZN	Amazon.com Inc	4.46%	29.4%	348	$90.9K
7	NOW	Servicenow, Inc	4.43%	33.9%	768	$90.4K
8	ORCL	Oracle Corp -	4.34%	38.2%	604	$88.6K
9	SNOW	Snowflake Inc (United States)	4.01%	42.2%	248	$81.9K
10	—	Alphabet Inc.Class A	3.94%	46.2%	234	$80.5K
11	—	Adobe Systems	3.68%	49.8%	296	$75.2K
12	—	Cloudflare Inc (180 Day Lockup)	3.52%	53.4%	234	$71.8K
13	FTNT	Fortinet Inc	3.47%	56.8%	455	$70.9K
14	CDNS	Cadence Design Systems Inc.	3.25%	60.1%	205	$66.3K
15	INTU	Intuit, Inc.	3.22%	63.3%	196	$65.8K
16	MELI	Mercadolibre Inc	3.07%	66.4%	35	$62.6K
17	DDOG	Datadog Inc	2.87%	69.2%	237	$58.6K
18	SNPS	Synopsys	2.85%	72.1%	141	$58.3K
19	APP	AppLovin Corp. Com Cl A	2.49%	74.6%	163	$50.9K
20	YNDX	Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange	2.02%	76.6%	153	$41.1K
21	PROSY	Prosus N V	1.90%	78.5%	903	$38.8K
22	ADSK	Autodesk, Inc.	1.87%	80.4%	158	$38.2K
23	WDAY	Workday, Inc., Class A	1.37%	81.7%	146	$27.9K
24	PAYX	Paychex, Inc.	1.36%	83.1%	234	$27.7K
25	MDB	Mongodb, Inc.	1.25%	84.3%	58	$25.4K
26	CRWV	Coreweave, Inc.	1.18%	85.5%	228	$24.2K
27	TWLO	Twilio Inc. Class A	1.18%	86.7%	105	$24.0K
28	MSTR	Microstrategy Inc	1.15%	87.9%	241	$23.5K
29	ZM	Zoom Communications Inc	1.04%	88.9%	201	$21.2K
30	TEAM	Atlassian Corp-Cl A	0.91%	89.8%	117	$18.5K
31	OKTA	Okta Inc.	0.89%	90.7%	127	$18.2K
32	—	F5 Networks Inc.	0.81%	91.5%	42	$16.6K
33	VRSN	Verisign Inc.	0.78%	92.3%	58	$15.8K
34	—	Hexagon Ab (Class B)	0.75%	93.0%	1,530	$15.2K
35	ZS	Zscaler, Inc	0.67%	93.7%	74	$13.6K
36	AKAM	Akamai Technologies Inc.	0.63%	94.3%	105	$12.9K
37	DSY	Dassault Systemes SE Shs New	0.61%	95.0%	502	$12.4K
38	NTNX	Nutanix Inc - A	0.58%	95.5%	180	$11.8K
39	RBRK	Rubrik Inc-A	0.54%	96.1%	109	$11.0K
40	DT	Dynatrace Inc	0.52%	96.6%	222	$10.6K
41	GEN	Gen Digital Inc	0.52%	97.1%	390	$10.7K
42	IOT	Samsara Inc Cl A	0.46%	97.6%	240	$9.4K
43	DOCN	Digitalocean Holdings Inc	0.42%	98.0%	63	$8.5K
44	GDDY	Godaddy Inc. Class A	0.41%	98.4%	90	$8.3K
45	HUT	Hut 8 Corp Common Shares	0.31%	98.7%	73	$6.4K
46	IDCC	Interdigital Inc	0.31%	99.0%	18	$6.3K
47	—	Applied Digital Corp	0.29%	99.3%	190	$5.9K
48	CIFR	Cipher Mining Inc	0.22%	99.5%	240	$4.4K
49	CVLT	Commvaultsystems Inc.	0.21%	99.7%	30	$4.3K
50	XMTR	Xometry Inc_None_None	0.15%	99.9%	33	$3.0K
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Not reported for this fund: share changes.

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CLOD ETF All Holdings

CLOD holdings total 57 positions. The top 10 holdings account for 46.2% of the fund, led by Sap Se at 5.5%, Microsoft Corp 4.100 Feb 06 37 at 5.2%, Palo Alto Networks, Inc at 4.9%.

CLOD portfolio concentration is moderate, with the top 10 representing 46.2% of total assets. The largest sector exposure is Information Technology at 80.8%.

CLOD sectors provide a detailed breakdown. CLOD overlap shows how holdings compare to other funds in your portfolio.

Compare CLOD

CLOD vs SPY CLOD vs QQQ CLOD vs VOO CLOD vs VTI CLOD vs IVV CLOD vs SCHD CLOD vs VYM CLOD vs VXUS

CLOD ETF Holdings

56 of 57 holdings

Sector

Industry

Sort By

1
Sap Se
SAP:SGUnknown
5.49%
2
Microsoft Corp 4.100 Feb 06 37
MSFTInformation Technology
5.20%
3
Palo Alto Networks, Inc
PANWInformation Technology
4.88%
4
Salesforce Inc Crm Us Equity
CRMInformation Technology
4.76%
5
Crowdstrike Holdings Inc. Class A
CRWDInformation Technology
4.65%
6
Amazon.Com Inc
AMZNConsumer Discretionary
4.46%
7
Servicenow, Inc
NOWInformation Technology
4.43%
8
Oracle Corp - Common
ORCLInformation Technology
4.34%
9
Snowflake Inc (United States)
SNOWInformation Technology
4.01%
10
Alphabet Inc.Class A
GOOGLCommunication Services
3.94%
11
Adobe Systems
ADBEInformation Technology
3.68%
12
Cloudflare Inc (180 Day Lockup)
NETInformation Technology
3.52%
13
Fortinet Inc
FTNTInformation Technology
3.47%
14
Cadence Design Systems Inc.
CDNSInformation Technology
3.25%
15
Intuit, Inc.
INTUInformation Technology
3.22%
16
Mercadolibre Inc
MELIInformation Technology
3.07%
17
Datadog Inc
DDOGInformation Technology
2.87%
18
Synopsys
SNPSInformation Technology
2.85%
19
AppLovin Corp. Com Cl A
APPInformation Technology
2.49%
20
Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange
YNDXInformation Technology
2.02%
21
Prosus N V
PROSYCommunication Services
1.90%
22
Autodesk, Inc.
ADSKInformation Technology
1.87%
23
Workday, Inc., Class A
WDAYInformation Technology
1.37%
24
Paychex, Inc.
PAYXIndustrials
1.36%
25
Mongodb, Inc.
MDBInformation Technology
1.25%
26
Coreweave, Inc.
CRWVInformation Technology
1.18%
27
Twilio Inc. Class A
TWLOInformation Technology
1.18%
28
Microstrategy Inc
MSTRInformation Technology
1.15%
29
Zoom Communications Inc
ZMInformation Technology
1.04%
30
Atlassian Corp-Cl A
TEAMInformation Technology
0.91%
31
Okta Inc.
OKTAInformation Technology
0.89%
32
F5 Networks Inc.
FFIVInformation Technology
0.81%
33
Verisign Inc.
VRSNInformation Technology
0.78%
34
Hexagon Ab (Class B)
HEXA.B:STUnknown
0.75%
35
Zscaler, Inc
ZSInformation Technology
0.67%
36
Akamai Technologies Inc.
AKAMCommunication Services
0.63%
37
Dassault Systemes SE Shs New
DSY:PAUnknown
0.61%
38
Nutanix Inc - A
NTNXInformation Technology
0.58%
39
Rubrik Inc-A
RBRKInformation Technology
0.54%
40
Dynatrace Inc
DTInformation Technology
0.52%
41
Gen Digital Inc
GENInformation Technology
0.52%
42
Samsara Inc Cl A
IOTInformation Technology
0.46%
43
Digitalocean Holdings Inc
DOCNInformation Technology
0.42%
44
Godaddy Inc. Class A
GDDYInformation Technology
0.41%
45
Hut 8 Corp Common Shares
HUTInformation Technology
0.31%
46
Interdigital Inc
IDCCInformation Technology
0.31%
47
Applied Digital Corp
APLDInformation Technology
0.29%
48
Cipher Mining Inc
CIFRInformation Technology
0.22%
49
Commvaultsystems Inc.
CVLTInformation Technology
0.21%
50
Xometry Inc_None_None
XMTRInformation Technology
0.15%
51
Truist Bank 0.04671% 05/20/2026 0.04671 2026-05-20
Other
0.10%
52
Cotiviti Holdings Inc 6.757% 02/16/2032
Other
0.01%
53
Swedish Government 0.125 05/12/2031
Other
0.01%
54
Cboe Volatility Index
Other
0.00%
55
Global Petroleum Limited
GBP:AUUnknown
0.00%
56
Cash & Other
Other
-0.01%

#	Company	Ticker	Weight
1	Sap Se	SAP:SG	5.490%
2	Microsoft Corp 4.100 Feb 06 37	MSFT	5.200%
3	Palo Alto Networks, Inc	PANW	4.880%
4	Salesforce Inc Crm Us Equity	CRM	4.760%
5	Crowdstrike Holdings Inc. Class A	CRWD	4.650%
6	Amazon.Com Inc	AMZN	4.460%
7	Servicenow, Inc	NOW	4.430%
8	Oracle Corp - Common	ORCL	4.340%
9	Snowflake Inc (United States)	SNOW	4.010%
10	Alphabet Inc.Class A	GOOGL	3.940%
11	Adobe Systems	ADBE	3.680%
12	Cloudflare Inc (180 Day Lockup)	NET	3.520%
13	Fortinet Inc	FTNT	3.470%
14	Cadence Design Systems Inc.	CDNS	3.250%
15	Intuit, Inc.	INTU	3.220%
16	Mercadolibre Inc	MELI	3.070%
17	Datadog Inc	DDOG	2.870%
18	Synopsys	SNPS	2.850%
19	AppLovin Corp. Com Cl A	APP	2.490%
20	Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange	YNDX	2.020%
21	Prosus N V	PROSY	1.900%
22	Autodesk, Inc.	ADSK	1.870%
23	Workday, Inc., Class A	WDAY	1.370%
24	Paychex, Inc.	PAYX	1.360%
25	Mongodb, Inc.	MDB	1.250%
26	Coreweave, Inc.	CRWV	1.180%
27	Twilio Inc. Class A	TWLO	1.180%
28	Microstrategy Inc	MSTR	1.150%
29	Zoom Communications Inc	ZM	1.040%
30	Atlassian Corp-Cl A	TEAM	0.910%
31	Okta Inc.	OKTA	0.890%
32	F5 Networks Inc.	FFIV	0.810%
33	Verisign Inc.	VRSN	0.780%
34	Hexagon Ab (Class B)	HEXA.B:ST	0.750%
35	Zscaler, Inc	ZS	0.670%
36	Akamai Technologies Inc.	AKAM	0.630%
37	Dassault Systemes SE Shs New	DSY:PA	0.610%
38	Nutanix Inc - A	NTNX	0.580%
39	Rubrik Inc-A	RBRK	0.540%
40	Dynatrace Inc	DT	0.520%
41	Gen Digital Inc	GEN	0.520%
42	Samsara Inc Cl A	IOT	0.460%
43	Digitalocean Holdings Inc	DOCN	0.420%
44	Godaddy Inc. Class A	GDDY	0.410%
45	Hut 8 Corp Common Shares	HUT	0.310%
46	Interdigital Inc	IDCC	0.310%
47	Applied Digital Corp	APLD	0.290%
48	Cipher Mining Inc	CIFR	0.220%
49	Commvaultsystems Inc.	CVLT	0.210%
50	Xometry Inc_None_None	XMTR	0.150%
51	Truist Bank 0.04671% 05/20/2026 0.04671 2026-05-20	-	0.100%
52	Cotiviti Holdings Inc 6.757% 02/16/2032	-	0.010%
53	Swedish Government 0.125 05/12/2031	-	0.010%
54	Cboe Volatility Index	-	0.000%
55	Global Petroleum Limited	GBP:AU	0.000%
56	Cash & Other	-	-0.010%