Dividend-adjusted total return · S&P 500 uses VOO · Dec 31, 2025 – Nov 3, 2026CLODS&P 500 · VOO
| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | +0.9% | −8.6% | −3.2% | +1.3% | −7.5% | — | — | +32.4% |
| Peer average | +1.2% | −7.4% | +4.5% | +36.1% | +24.9% | +106.3% | +41.6% | — |
| S&P 500 · VOO | +0.3% | −2.6% | −1.7% | +11.5% | +11.9% | +90.9% | +77.5% | — |
Key Statistics
Open all fund facts →- AUM
- $2M
- Expense ratio
- 0.35%
- Distribution yield
- 1.4%
- NAV
- $32.72
- Volume
- 3K
- Avg. volume 30D
- 1K
- High today
- $33.12
- Low today
- $32.44
- Previous close
- $32.67
- 52-week high
- $36.92
- 52-week low
- $24.72
- Our risk indicator
- 4/5
CLOD in One Breath
CLOD Among Cyber & Cloud ETFs
YTDEnd-of-day Nov 4, 2026 · 12 Cyber & cloud ETFs by YTD
$10,000 in CLOD
5Y$10,000 in CLOD became
$13,241
In the S&P 500 (VOO)
$16,635
Total return, dividends in · Dec 15, 2023 – Nov 3, 2026 · S&P 500 uses VOO
CLOD’s Top Holdings
TodaySAP.DESAP SE6.4%CRM5.8%MSFT5.7%CRWD5.5%PANW4.8%AMZN4.3%NOW4.1%ORCL3.8%ADBE3.7%SNOW3.7%INTU3.4%CDNS3.4%SNPS3.3%GOOGL3.3%NET3.2%FTNT3.0%MELI2.9%DDOG2.7%ADSK2.0%APP1.9%PRX.AS1.8%MSTR1.6%29 more
SAP.DE6.4%CRM5.8%MSFT5.7%CRWD5.5%PANW4.8%AMZN4.3%NOW4.1%ORCL3.8%ADBE3.7%SNOW3.7%INTU3.4%CDNS3.4%39 more
Software - ApplicationSoftware - InfrastructureSpecialty RetailInternet Content
Themes CLOD · 51 holdings · tile size = share of the fund · as of Nov 3, 2026
What CLOD Holds
TodaySoftware - Application45.4%
SAP.DE 6.4 · CRM 5.8 · NOW 4.1 · ADBE 3.7 · SNOW 3.7 · INTU 3.4 · CDNS 3.4
Software - Infrastructure39.5%
MSFT 5.7 · CRWD 5.5 · PANW 4.8 · ORCL 3.8 · SNPS 3.3 · NET 3.2 · FTNT 3.0
Specialty Retail7.2%
AMZN 4.3 · MELI 2.9
Internet Content & Information5.1%
GOOGL 3.3 · PRX.AS 1.8
Staffing & Employment Services1.3%
PAYX 1.3
Information Technology Services0.2%
APLD · CIFR
Financial - Capital Markets0.2%
HUT
Themes CLOD · share of the fund by industry · as of Nov 3, 2026
SAP’s Share of CLOD
Today6.4%
$64 of every $1,000 in CLOD is SAP
SAP held by CLOD
$126K
Themes CLOD · each square = $10 of $1,000 · as of Nov 3, 2026
CLOD’s Share of Cyber & Cloud ETFs
Today0.0%
of the $27.9B in 15 Cyber & cloud ETFs
$2.0M0.0%
$16.8B60.2%
$3.4B12.1%
$7.7B27.6%
Cyber & cloud ETF AUM · Nov 4, 2026
CLOD Fee per $100 vs Peers
TodayExpense ratio · Cyber & cloud peers · Nov 4, 2026
Inside CLOD
51 holdings · as of Nov 3, 2026CLOD
Themes Cloud Computing ETF
TodaySoftware - Application45.4%SAP.DE6.4%CRM5.8%NOW4.1%ADBE3.7%SNOW3.7%INTU3.4%CDNS3.4%DDOG2.7%ADSK2.0%APP1.9%MSTR1.6%WDAYNBISTEAM5 moreSoftware - Infrastructure39.5%MSFT5.7%CRWD5.5%PANW4.8%ORCL3.8%SNPS3.3%NET3.2%FTNT3.0%OKTATWLOMDBVRSNZSFFIVRBRK7 moreSpecialty Retail7.2%AMZN4.3%MELI2.9%Internet Content5.1%GOOGL3.3%PRX.APAYX
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | SAP.DE | SAP SE | 6.41% |
| 2 | CRM | Salesforce | 5.84% |
| 3 | MSFT | Microsoft | 5.73% |
| 4 | CRWD | Crowdstrike | 5.51% |
| 5 | PANW | Palo Alto Networks | 4.80% |
| 6 | AMZN | Amazon | 4.26% |
| 7 | NOW | ServiceNow | 4.09% |
| 8 | ORCL | Oracle | 3.81% |
| 9 | ADBE | Adobe | 3.74% |
| 10 | SNOW | Snowflake | 3.73% |
Software - ApplicationSoftware - InfrastructureSpecialty RetailInternet ContentStaffingInformation Technology ServicesFinancial - Capital MarketsIndustrial - DistributionAsset Management - GlobalBroadcastingOther
Themes CLOD · current holdings by weight · as of Nov 3, 2026 · each tile is one holding · top 20 = 77.1%
How It Compares
CLOD
Themes Cloud Computing ETF’s Peers
YTDCyber & cloud peers · YTD and past-year returns · as of Nov 4, 2026 · sorted by AUM
Head to Head
Put CLOD head to head with CIBR →CIBR vs CLOD
YTDYear to date
CIBR wins+35.1 pts
Past year
CIBR wins+33.9 pts
Fee
CLOD winslower fee
Yield
CLOD wins+1.0 pt
AUM
CIBR8546.5× more
2–2level
First Trust CIBR and Themes CLOD · year-to-date · as of Nov 4, 2026 · AUM not scored
Cyber & Cloud vs Thematic
Average · YTDCIBR
+36.4%
CLOD
+1.3%
Thematic average
+7.7%
CIBR, CLOD and the average thematic ETF · YTD return · as of Nov 4, 2026
CLOD vs VOO
YTDCLOD · Themes Cloud Computing
+1.3%
VOO · S&P 500
+11.5%
Gap
10.2 pts
Themes CLOD and Vanguard VOO · YTD total return · as of Nov 4, 2026
CLOD vs Its Peer Average
YTDCLODAvsBPeer average
1D+0.9%+1.2%
1M−8.6%−7.4%
3M−3.2%+4.5%
YTD+1.3%+36.1%
1Y−7.5%+24.9%
3Y[…]+106.3%
5Y[…]+41.6%
0–5Peer average wins
14 Cyber & cloud peers · each row scaled to its leader
The Details
CLOD
Risk
1Y4/5our risk indicator
CalmerBumpier
Volatility · 1Y29.09%
Deepest drop · 1Y−30.6%
Lowest point · 5Y−1.4%
52-week range
$32.97
$24.72−10.7% from the high$36.92
Themes CLOD · past-year price moves · as of Nov 4, 2026
CLOD
Fund Facts
Today2023launched Dec 15
Tracks[…]
Exchange · CUSIPNASDAQ · 882927205
StructureETF
Leverage1x
Cost on $10,000$35 a year
Go deeper
Themes CLOD · fund facts · as of Nov 4, 2026
CLOD
Payouts by Year
1Y$0.48per share, Dec 2025
Distribution yield1.4%
Paid[…]
Latest ex-date · paidDec 18 · Dec 19, 2025
1 payouts added up$0.48 a share
Themes CLOD · distributions by ex-date · 2025–2025
All Fund FactsDocuments · trading · fees · every payout
Prospectus & Documents
Trading & Liquidity
Net asset value$32.72
Premium / discount[…]
Median spread · 30D[…]
Volume today3K
Average volume · 30D1K
Shares outstanding[…]
Options[…]
Fees & Costs
Net expense ratio0.35%
Gross expense ratio[…]
Management fee[…]
Cost on $10,000 a year$35.00
Our risk indicator4/5
Estimated yearly cost excludes trading costs and assumes constant assets.
Distributions
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 18, 2025 | Dec 19, 2025 | $0.48 |
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