SPAM holdings — Themes Cybersecurity ETF

Themes Cybersecurity ETF (SPAM) held 36 positions with net assets of $5.05M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 54.2% of the fund, led by PANW, NBIS, OKTA.

SPAM top holdings

  1. PANW Palo Alto Networks Inc — 6.43% ($325K)
  2. NBIS Nebius Group NV — 6.38% ($322K)
  3. OKTA Okta Inc — 6.34% ($320K)
  4. CRWD Crowdstrike Holdings Inc — 6.05% ($305K)
  5. FTNT Fortinet Inc — 6.00% ($303K)
  6. RBRK Rubrik Inc — 5.48% ($277K)
  7. BB BlackBerry Ltd — 5.48% ($276K)
  8. FFIV F5 Inc — 4.45% ($225K)
  9. S SentinelOne Inc — 3.98% ($201K)
  10. ZS Zscaler Inc — 3.64% ($184K)
  11. QLYS Qualys Inc — 3.63% ($183K)
  12. NXT NEXTDC Ltd — 3.59% ($181K)
  13. YOU Clear Secure Inc — 3.58% ($181K)
  14. VRNS Varonis Systems Inc — 3.52% ($178K)
  15. 4704 Trend Micro Inc/Japan — 3.43% ($173K)
  16. AKAM Akamai Technologies Inc — 3.40% ($172K)
  17. TENB Tenable Holdings Inc — 3.12% ($158K)
  18. CHKP Check Point Software Technolog — 2.92% ($147K)
  19. CACI CACI International Inc — 2.58% ($130K)
  20. BAH Booz Allen Hamilton Holding Co — 2.40% ($121K)
  21. ATEN A10 Networks Inc — 1.94% ($97.8K)
  22. FSLY Fastly Inc — 1.94% ($97.8K)
  23. ALRM Alarm.com Holdings Inc — 1.65% ($83.2K)
  24. NTSK Netskope Inc — 1.62% ($81.5K)
  25. NETC Netcompany Group A/S — 1.39% ($70.2K)

What are SPAM's top 10 holdings?

PANW (6.4%), NBIS (6.4%), OKTA (6.3%), CRWD (6.0%), FTNT (6.0%), RBRK (5.5%), BB (5.5%), FFIV (4.4%), S (4.0%), ZS (3.6%).

How many stocks are in SPAM?

Themes Cybersecurity ETF reported 36 holdings as of June 30, 2026.

All ETF and mutual fund holdings