Themes Cloud Computing ETF (CLOD) is an ETF managed by Independent / Boutique. Its largest position is Palo Alto Networks Inc (PANW), representing 5.65% of fund assets.
Themes Cloud Computing ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CLOD
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 27, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Palo Alto Networks Inc
|
5.65% | $87,053.76 | 543 |
|
-
Alphabet Inc.
|
5.26% | $81,091.92 | 282 |
|
-
AMAZON COM INC
|
5.05% | $77,892.98 | 374 |
|
-
CrowdStrike Holdings, Inc.
|
4.74% | $73,006.67 | 187 |
|
-
MICROSOFT CORP
|
4.47% | $68,851.62 | 186 |
|
-
ORACLE CORP
|
4.44% | $68,406.15 | 465 |
|
-
ADOBE INC.
|
4.21% | $64,902.36 | 267 |
|
-
Salesforce, Inc.
|
4.14% | $63,841.14 | 342 |
|
-
SAP SE
|
4.11% | $63,333.60 | 373 |
|
-
ServiceNow, Inc.
|
4.04% | $62,311.80 | 596 |
|
-
MERCADOLIBRE INC
|
4.04% | $62,244.72 | 36 |
|
-
INTUIT INC.
|
3.87% | $59,668.44 | 138 |
|
-
AppLovin Corp
|
3.72% | $57,312.00 | 144 |
|
-
SYNOPSYS INC
|
3.70% | $57,093.12 | 144 |
|
-
CADENCE DESIGN SYSTEMS INC
|
3.70% | $56,963.35 | 205 |
|
-
Cloudflare, Inc.
|
3.13% | $48,283.56 | 234 |
|
-
APPLIED MATERIALS INC /DE
|
2.69% | $41,495.89 | 921 |
|
-
Fortinet, Inc.
|
2.50% | $38,490.12 | 471 |
|
-
Autodesk, Inc.
|
2.47% | $38,064.60 | 159 |
|
-
Snowflake Inc.
|
2.37% | $36,498.44 | 242 |
|
-
Datadog, Inc.
|
1.81% | $27,977.85 | 237 |
|
-
Strategy Inc
|
1.62% | $24,960.00 | 200 |
|
-
PAYCHEX INC
|
1.45% | $22,385.16 | 243 |
|
-
Workday, Inc.
|
1.33% | $20,527.36 | 158 |
|
-
Nebius Group N.V.
|
1.09% | $16,809.12 | 162 |
|
-
Zoom Communications, Inc.
|
1.05% | $16,158.39 | 201 |
|
-
VERISIGN INC/CA
|
0.98% | $15,149.96 | 61 |
|
-
HEXAGON AB
|
0.98% | $15,065.87 | 1,584 |
|
-
MongoDB, Inc.
|
0.95% | $14,686.20 | 60 |
|
-
CoreWeave, Inc.
|
0.91% | $14,099.54 | 182 |
|
-
TWILIO INC
|
0.86% | $13,211.10 | 105 |
|
-
F5, INC.
|
0.83% | $12,730.52 | 44 |
|
-
AKAMAI TECHNOLOGIES INC
|
0.78% | $12,059.25 | 105 |
|
-
Zscaler, Inc.
|
0.67% | $10,381.46 | 74 |
|
-
Big Tree Cloud Holdings Ltd
|
0.66% | $10,200.39 | 511 |
|
-
Okta, Inc.
|
0.65% | $9,996.17 | 127 |
|
-
HUBSPOT INC
|
0.60% | $9,275.80 | 38 |
|
-
Atlassian Corp
|
0.57% | $8,804.25 | 129 |
|
-
CHECK POINT SOFTWARE TECHNOLOGIES LTD
|
0.57% | $8,713.85 | 61 |
|
-
Dynatrace, Inc.
|
0.53% | $8,209.56 | 222 |
|
-
GoDaddy Inc.
|
0.52% | $8,018.99 | 97 |
|
-
Nutanix, Inc.
|
0.48% | $7,373.94 | 194 |
|
-
InterDigital, Inc.
|
0.35% | $5,436.00 | 18 |
|
-
Unity Software Inc.
|
0.34% | $5,309.48 | 242 |
|
-
Rubrik, Inc.
|
0.32% | $4,994.94 | 102 |
|
-
Applied Digital Corp.
|
0.26% | $4,012.06 | 169 |
|
-
Hut 8 Corp.
|
0.22% | $3,424.43 | 73 |
|
-
COMMVAULT SYSTEMS INC
|
0.16% | $2,492.48 | 32 |
|
-
FIRST AMERICAN TREASURY OBLIGA
|
0.11% | $1,667.57 | 1,668 |
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