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Themes Cloud Computing ETF (CLOD) Holdings List

$36.75 +0.79 (+2.20%)
Closing price 10/9/2026 02:16 PM Eastern
Extended Trading
$36.94 +0.19 (+0.51%)
As of 10/9/2026 04:01 PM Eastern
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What stocks does CLOD hold?

The Themes Cloud Computing ETF (CLOD) has 113 holdings, with Salesforce, CrowdStrike, and SAP SE among its largest positions. The top 25 CLOD holdings ordered by weight make up 84.39% of the total fund. CLOD is an equity fund in the sector category that invests in publicly traded companies and other investments, focused on information technology strategies within the Global region. This page includes a complete CLOD stock holdings list ranked by weight, along with a full breakdown of sector, geographic, industry, and currency exposure.

Top 25 CLOD Holdings

RankCompanyCurrent PriceWeightShares Held
1
Salesforce Inc. stock logo
CRM
Salesforce
$228.95
+0.5%
5.69%509
2
CrowdStrike stock logo
CRWD
CrowdStrike
$275.04
+4.6%
5.41%444
3SAP SEN/A5.30%539
4
Microsoft Corporation stock logo
MSFT
Microsoft
$535.07
+2.4%
5.17%221
5
ServiceNow, Inc. stock logo
NOW
ServiceNow
$140.64
+0.6%
4.97%768
6
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$418.78
+5.1%
4.85%265
7
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$262.43
+3.3%
4.07%348
8
Oracle Corporation stock logo
ORCL
Oracle
$141.56
+4.3%
3.96%604
9
Cloudflare, Inc. stock logo
NET
Cloudflare
$360.32
+5.4%
3.94%234
10
Snowflake Inc. stock logo
SNOW
Snowflake
$368.35
+7.3%
3.89%248
11
Fortinet, Inc. stock logo
FTNT
Fortinet
$194.75
+3.0%
3.82%455
12
Alphabet Inc. stock logo
GOOGL
Alphabet
$351.66
+1.0%
3.76%234
13
Adobe Inc. stock logo
ADBE
Adobe
$242.27
+0.5%
3.32%296
14
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$352.84
+1.1%
3.10%205
15
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,889.85
+1.8%
2.88%35
16
Datadog, Inc. stock logo
DDOG
Datadog
$293.26
+7.1%
2.86%237
17
Synopsys, Inc. stock logo
SNPS
Synopsys
$509.99
+2.5%
2.81%141
18
Intuit Inc. stock logo
INTU
Intuit
$302.75
-0.4%
2.55%196
19
AppLovin Corporation stock logo
APP
AppLovin
$277.04
-1.1%
2.39%163
20
Strategy Inc stock logo
MSTR
Strategy
$154.34
+1.9%
1.83%241
21
Nebius Group N.V. stock logo
NBIS
Nebius Group
$221.07
+0.6%
1.75%153
22Prosus N.V.N/A1.71%903
23
Autodesk, Inc. stock logo
ADSK
Autodesk
$235.35
+0.7%
1.57%158
24
Twilio Inc. stock logo
TWLO
Twilio
$289.46
+5.0%
1.48%105
25
Workday, Inc. stock logo
WDAY
Workday
$186.59
-0.6%
1.31%146

CLOD Geographic Exposure

CLOD's largest geographic exposure is United States at 179.7%, followed by Germany at 10.4%.

  • United States
    100.0%
  • Germany
    10.4%
  • Netherlands
    6.4%
  • Sweden
    1.4%
  • France
    1.1%

CLOD Currency Exposure

CLOD is predominantly exposed to USD at 165.8%, followed by EUR at 14.2%.

  • USD
    100.0%
  • EUR
    14.2%
  • SEK
    0.7%

CLOD Sector Exposure

CLOD's largest sector exposure is Technology at 159.1%, followed by Communications at 16.4%.

  • Technology
    100.0%
  • Communications
    16.4%
  • Consumer Discretionary
    14.2%
  • Health Care
    8.2%
  • Industrials
    1.8%

CLOD Industry Exposure

CLOD's largest industry exposure is Software at 137.5%, followed by Specialty Retail at 14.2%.

  • Software
    100.0%
  • Specialty Retail
    14.2%
  • IT Services
    13.0%
  • Media
    10.0%
  • Health Care Technology
    6.9%
  • Communications Equipment
    6.6%
  • Interactive Media & Services
    6.4%
  • Machinery
    1.4%
  • Health Care Equipment & Supplies
    1.3%
  • Electronic Equipment, Instruments & Components
    1.1%
  • Other
    0.3%

CLOD Sub-Industry Exposure

CLOD's largest sub-industry exposure is Application Software at 67.9%, followed by Systems Software at 64.4%.

  • Application Software
    67.9%
  • Systems Software
    64.4%
  • Internet Services & Infrastructure
    16.8%
  • Internet & Direct Marketing Retail
    14.2%
  • Interactive Media & Services
    14.0%
  • Health Care Technology
    6.9%
  • Communications Equipment
    6.6%
  • Data Processing & Outsourced Services
    2.3%
  • Internet Services & Infrastruc
    1.7%
  • Industrial Machinery & Supplies
    1.4%
  • Other
    2.7%

CLOD Coupon Exposure

CLOD's largest coupon exposure is 2-4 at 0.1%.

  • 2-4
    0.1%

CLOD Maturity Exposure

CLOD's largest maturity exposure is 10-15 at 0.1%.

  • 10-15
    0.1%

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MarketBeat tracks Themes Cloud Computing ETF holdings and portfolio composition, last updated on 9/30/2026.
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