Dividend-adjusted total return · S&P 500 uses VOO · Dec 31, 2025 – Nov 4, 2026CLODS&P 500 · VOOThematic average
| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | +1.3% | −8.4% | +0.3% | +2.6% | −6.4% | — | — | +34.1% |
| Peer average | −0.1% | −8.5% | +3.6% | +36.5% | +25.3% | +105.6% | +43.6% | — |
| S&P 500 · VOO | +1.6% | −1.6% | 0.0% | +13.4% | +13.5% | +91.7% | +81.2% | — |
Key Statistics
Open all fund facts →- AUM
- $2M
- Expense ratio
- 0.35%
- Distribution yield
- 1.4%
- NAV
- $32.98
- Volume
- 142
- Avg. volume 30D
- 1K
- High today
- $33.99
- Low today
- $33.20
- Previous close
- $32.97
- 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 5, 2026 · 12 Cyber & cloud ETFs by YTD
$10,000 in CLOD
5Y$10,000 in CLOD became
$13,414
In the S&P 500 (VOO)
$16,904
Total return, dividends in · Dec 15, 2023 – Nov 4, 2026 · S&P 500 uses VOO
CLOD’s Top Holdings
TodaySAP.DESAP SE6.3%MSFT5.8%CRM5.7%CRWD5.5%PANW4.7%AMZN4.4%NOW4.2%ORCL3.9%SNOW3.7%ADBE3.7%INTU3.4%CDNS3.4%GOOGL3.3%SNPS3.3%NET3.2%FTNT2.9%MELI2.9%DDOG2.6%APP2.0%ADSK2.0%PRX.AS1.8%MSTR1.7%29 more
SAP.DE6.3%MSFT5.8%CRM5.7%CRWD5.5%PANW4.7%AMZN4.4%NOW4.2%ORCL3.9%SNOW3.7%ADBE3.7%INTU3.4%CDNS3.4%39 more
Software - ApplicationSoftware - InfrastructureSpecialty RetailInternet Content
Themes CLOD · 51 holdings · tile size = share of the fund · as of Nov 4, 2026
What CLOD Holds
TodaySoftware - Application45.2%
SAP.DE 6.3 · CRM 5.7 · NOW 4.2 · SNOW 3.7 · ADBE 3.7 · INTU 3.4 · CDNS 3.4
Software - Infrastructure39.3%
MSFT 5.8 · CRWD 5.5 · PANW 4.7 · ORCL 3.9 · SNPS 3.3 · NET 3.2 · FTNT 2.9
Specialty Retail7.3%
AMZN 4.4 · MELI 2.9
Internet Content & Information5.1%
GOOGL 3.3 · PRX.AS 1.8
Staffing & Employment Services1.4%
PAYX 1.4
Information Technology Services0.3%
APLD · CIFR
Financial - Capital Markets0.2%
HUT
Themes CLOD · share of the fund by industry · as of Nov 4, 2026
SAP’s Share of CLOD
Today6.3%
$63 of every $1,000 in CLOD is SAP
SAP held by CLOD
$125K
Themes CLOD · each square = $10 of $1,000 · as of Nov 4, 2026
CLOD’s Share of Cyber & Cloud ETFs
Today0.0%
of the $28.0B in 15 Cyber & cloud ETFs
$2.0M0.0%
$16.9B60.2%
$3.4B12.2%
$7.7B27.6%
Cyber & cloud ETF AUM · Nov 5, 2026
CLOD Fee per $100 vs Peers
TodayExpense ratio · Cyber & cloud peers · Nov 5, 2026
Inside CLOD
51 holdings · as of Nov 4, 2026CLOD
Themes Cloud Computing ETF
TodaySoftware - Application45.2%SAP.DE6.3%CRM5.7%NOW4.2%SNOW3.7%ADBE3.7%INTU3.4%CDNS3.4%DDOG2.6%APP2.0%ADSK2.0%MSTR1.7%WDAYNBISTEAM5 moreSoftware - Infrastructure39.3%MSFT5.8%CRWD5.5%PANW4.7%ORCL3.9%SNPS3.3%NET3.2%FTNT2.9%OKTATWLOMDBVRSNZSFFIVRBRK7 moreSpecialty Retail7.3%AMZN4.4%MELIInternet Content5.1%GOOGL3.3%PRX.ASPAYX
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | SAP.DE | SAP SE | 6.30% |
| 2 | MSFT | Microsoft | 5.82% |
| 3 | CRM | Salesforce | 5.72% |
| 4 | CRWD | Crowdstrike | 5.49% |
| 5 | PANW | Palo Alto Networks | 4.69% |
| 6 | AMZN | Amazon | 4.41% |
| 7 | NOW | ServiceNow | 4.24% |
| 8 | ORCL | Oracle | 3.85% |
| 9 | SNOW | Snowflake | 3.70% |
| 10 | ADBE | Adobe | 3.68% |
Software - ApplicationSoftware - InfrastructureSpecialty RetailInternet ContentStaffingInformation Technology ServicesFinancial - Capital MarketsIndustrial - DistributionAsset Management - GlobalBroadcastingOther
Themes CLOD · current holdings by weight · as of Nov 4, 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 5, 2026 · sorted by AUM
Head to Head
Put CLOD head to head with CIBR →CIBR vs CLOD
YTDYear to date
CIBR wins+34.0 pts
Past year
CIBR wins+33.0 pts
Fee
CLOD winslower fee
Yield
CLOD wins+1.0 pt
AUM
CIBR8524.6× more
2–2level
First Trust CIBR and Themes CLOD · year-to-date · as of Nov 5, 2026 · AUM not scored
Cyber & Cloud vs Thematic
Average · YTDCIBR
+36.6%
CLOD
+2.6%
Thematic average
+7.7%
CIBR, CLOD and the average thematic ETF · YTD return · as of Nov 5, 2026
CLOD vs VOO
YTDCLOD · Themes Cloud Computing
+2.6%
VOO · S&P 500
+13.4%
Gap
10.7 pts
Themes CLOD and Vanguard VOO · YTD total return · as of Nov 5, 2026
CLOD vs Its Peer Average
YTDCLODAvsBPeer average
1D+1.3%−0.1%
1M−8.4%−8.5%
3M+0.3%+3.6%
YTD+2.6%+36.5%
1Y−6.4%+25.3%
3Y[…]+105.6%
5Y[…]+43.6%
2–3Peer average wins
14 Cyber & cloud peers · each row scaled to its leader
The Details
CLOD
Risk
1Y4/5our risk indicator
CalmerBumpier
Volatility · 1Y29.12%
Deepest drop · 1Y−30.6%
Lowest point · 5Y−1.4%
52-week range
$33.40
$24.72−9.5% from the high$36.92
Themes CLOD · past-year price moves · as of Nov 5, 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 5, 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$32.98
Premium / discount[…]
Median spread · 30D[…]
Volume today142
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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