NET

Cloudflare, Inc.

StockTechnologySoftware - InfrastructureUS$123B market cap

$240.98

▼ −9.6% today

−11.5% 3M

As of Nov 5, 2026Delayed

CompareS&P 500 NETG · 2×

Nov 5, 2026 · NET total return with dividends reinvested, from daily closesNET

Held by ETFs: $3.8B; in funds that list it in their top 10
Share of the company: ≈3%; of Cloudflare held through ETFs
Top-10 holding in: 25 ETFs; one of their ten biggest
Built on NET alone: 1 ETF; 2×
Most per dollar · basket: CIBR 3.7%; $37 of every $1,000
Biggest holder: VO $1.1B; of NET, 1.1% of the fund

Every ETF Theme Built Around NET

YTD

2× Daily NET ETFs

YTD

$4Min 1 fund

NETG$4M+3.9%

Corner: assets · twice NET’s move each day

Heaviest NET Baskets

YTD

$37per $1,000 in CIBR

CIBR3.7%+36.6%IWP2.7%−4.3%VOT2.6%+4.5%QTUM1.7%+19.8%VXF1.4%+12.5%IMCG1.2%+18.6%

Corner: NET weight · NET is the biggest slice

Themes Around NET

YTD

$29Mof NET in 5 funds

THNQ2.2%+31.5%CLOU4.0%+22.2%LRNZ6.7%+22.7%XA3.9%no YTD TSSD5.0%+18.3%

Corner: NET weight · the themes it sits in

NET Through Other ETFs

YTD

$8per $1,000 in GXDW

GXDW0.8%−3.0%

Corner: NET weight · held through other ETFs

End-of-day Nov 5, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in NET Sits

Today

79%in US Stock Styles funds

US Stock Styles $3.0BThematic $731MOther $40MInternational $14MSectors $2M

VO$1.1B · 1.1%VOT$508M · 2.6%IWP$493M · 2.7%VXF$408M · 1.4%IWR$376M · 0.6%7 moreCIBR$622M · 3.7%QTUMCLOU4 moreTOAO, SPRX, …BGGGGGME

Tile size = dollars of NET held% = NET’s weight in the fund

End-of-day Nov 5, 2026 · $3.8B across funds that list NET in their top 10

Open in desk

More of It

Most NET per $1,000

Today

$2,000of NET per $1,000 in the 1 2× daily fund · then CIBR, the heaviest basket at $37

#FundNameIssuerPer $1K ▼YTDOpen

1NETGLeverage Shares 2x Long NET Daily ETFLeverageShares$2,000+3.9%Open

2XDATFranklin Exponential Data ETFFranklin$89−5.7%Open

3SPRXSpear Alpha ETFSpear$87−13.5%Open

4MIDAmerican Century Mid Cap Growth Impact ETFAmerican Century$78+4.9%Open

5LRNZTrueShares Technology, AI and Deep Learning ETFTrueShares$67+22.7%Open

6BGGGBaillie Gifford Long Term Global Growth ETFBaillie Gifford$56—Open

7TSSDTruth Social American Security & Defense ETFTruth Social$50+18.3%Open

8TOAOTwin Oak Active Opportunities III ETFTwin Oak$45—Open

9GGMEInvesco Next Gen Media and Gaming ETFInvesco$41+5.9%Open

10CLOUGlobal X Cloud Computing ETFGlobal X$40+22.2%Open

End-of-day Nov 5, 2026 · 2× funds reset daily · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding NET

Today

$37in CIBR, the heaviest basket

FundPer $1,000YTD

CIBR$37+36.6%

IWP$27−4.3%

VOT$26+4.5%

QTUM$17+19.8%

VXF$14+12.5%

IMCG$12+18.6%

End-of-day Nov 5, 2026 · bars run to $200

2× Daily NET ETFs

YTD

$4Min 1 fund

2× daily$2,000 of NET per $1,000

NETG$4M+3.9%

Past yearNET +14.5%NETG —

End-of-day Nov 5, 2026 · all reset daily

Thematic ETFs

Themes Around NET

YTD

$29Mof NET held in 5 theme funds

THNQ+31.5%$443M · 2.2% NET CLOU+22.2%$390M · 4.0% NET LRNZXA TSSD

Size = assets · colour = YTD · NET weight in eachAll 5 →

End-of-day Nov 5, 2026

CIBR vs CLOU

YTD

CIBRFirst Trust · Cyber & cloudCLOUGlobal X · Cyber & cloud

Year to date

+36.6%

+22.2%

CIBR wins+14.4 pts

Past year

+26.6%

+14.4%

CIBR wins+12.2 pts

Fee

0.58%

0.68%

CIBR winslower fee

Yield

0.4%

0.0%

CIBR wins+0.4 pts

AUM

$16.9B

$390M

CIBR43.2× more

4–0CIBR wins

End-of-day Nov 4, 2026 · AUM not scored

NET Themes Ranked by Return

YTD

+36.6%CIBR, the best of the theme funds holding NET

#FundNameIssuerYTD ▼NETOpen

1CIBRFirst Trust Nasdaq Cybersecurity ETFFirst Trust+36.6%3.7%Open

2THNQROBO Global Artificial Intelligence ETFROBO Global+31.5%2.2%Open

3LRNZTrueShares Technology, AI and Deep Learning ETFTrueShares+22.7%6.7%Open

4CLOUGlobal X Cloud Computing ETFGlobal X+22.2%4.0%Open

5QTUMDefiance Quantum ETFDefiance+19.8%1.7%Open

6TSSDTruth Social American Security & Defense ETFTruth Social+18.3%5.0%Open

End-of-day Nov 5, 2026 · NET = its weight in each fund

Cyber & Cloud vs Thematic

Average · YTD

CIBR

+36.6%

CLOU

+22.2%

Thematic average

+7.7%

End-of-day Nov 4, 2026