CLOD holdings — Themes Cloud Computing ETF

Themes Cloud Computing ETF (CLOD) held 52 positions with net assets of $2.49M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 47.2% of the fund, led by PANW, CRWD, APP.

CLOD top holdings

  1. PANW Palo Alto Networks Inc — 7.52% ($187K)
  2. CRWD Crowdstrike Holdings Inc — 7.12% ($177K)
  3. APP AppLovin Corp — 5.02% ($125K)
  4. GOOGL Alphabet Inc — 4.14% ($103K)
  5. CDNS Cadence Design Systems Inc — 4.12% ($102K)
  6. NOW ServiceNow Inc — 4.09% ($102K)
  7. ORCL Oracle Corp — 3.92% ($97.5K)
  8. FTNT Fortinet Inc — 3.81% ($94.6K)
  9. AMZN Amazon.com Inc — 3.77% ($93.7K)
  10. MSFT Microsoft Corp — 3.72% ($92.5K)
  11. SAP SAP SE — 3.47% ($86.2K)
  12. SNOW Snowflake Inc — 3.38% ($84.0K)
  13. CRM Salesforce Inc — 3.38% ($84.0K)
  14. SNPS Synopsys Inc — 3.36% ($83.4K)
  15. DDOG Datadog Inc — 3.30% ($82.0K)
  16. ADBE Adobe Inc — 3.25% ($80.8K)
  17. MELI MercadoLibre Inc — 3.21% ($79.8K)
  18. NET Cloudflare Inc — 3.08% ($76.5K)
  19. INTU Intuit Inc — 2.68% ($66.6K)
  20. NBIS Nebius Group NV — 2.26% ($56.1K)
  21. PRX Prosus NV — 2.11% ($52.4K)
  22. ADSK Autodesk Inc — 1.64% ($40.8K)
  23. PAYX Paychex Inc — 1.28% ($31.8K)
  24. TWLO Twilio Inc — 1.15% ($28.7K)
  25. MSTR Strategy Inc — 1.12% ($27.9K)

What are CLOD's top 10 holdings?

PANW (7.5%), CRWD (7.1%), APP (5.0%), GOOGL (4.1%), CDNS (4.1%), NOW (4.1%), ORCL (3.9%), FTNT (3.8%), AMZN (3.8%), MSFT (3.7%).

How many stocks are in CLOD?

Themes Cloud Computing ETF reported 52 holdings as of June 30, 2026.

All ETF and mutual fund holdings