NET

Cloudflare, Inc.

StockTechnologySoftware - InfrastructureUS$123B market cap

$244.00

▼ −8.5% today

+24.0% 5Y

As of Nov 5, 2026Delayed

CompareS&P 500 NETG · 2×

Nov 5, 2026 · NET total return with dividends reinvested, from daily closes · NETG has no history over this windowNET

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: 23 ETFs; one of their ten biggest
Built on NET alone: 1 ETF; 2×
Most per dollar · basket: CIBR 3.6%; $36 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−12.0%

Corner: assets · twice NET’s move each day

Heaviest NET Baskets

YTD

$36per $1,000 in CIBR

CIBR3.6%+27.7%CHAT3.2%+10.8%VOT2.6%−0.7%IWP2.6%−10.0%QTUM1.6%+9.5%VXF1.4%+7.3%

Corner: NET weight · NET is the biggest slice

Themes Around NET

YTD

$18Mof NET in 4 funds

CLOU3.9%+15.6%LRNZ6.7%+11.9%XA3.8%no YTD TSSD4.9%+11.1%

Corner: NET weight · the themes it sits in

NET Through Other ETFs

YTD

$8per $1,000 in GXDW

GXDW0.8%−10.3%

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 $753MOther $21MInternational $13MSectors $2M

VO$1.1B · 1.1%VOT$508M · 2.6%IWP$484M · 2.6%VXF$408M · 1.4%IWR$362M · 0.6%6 moreCIBR$605M · 3.6%QTUMCHAT4 moreSPRX, GTEK, …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 $36

#FundNameIssuerPer $1K ▼YTDOpen

1NETGLeverage Shares 2x Long NET Daily ETFLeverageShares$2,000−12.0%Open

2SPRXSpear Alpha ETFSpear$89−26.1%Open

3XDATFranklin Exponential Data ETFFranklin$87−11.3%Open

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

5LRNZTrueShares Technology, AI and Deep Learning ETFTrueShares$67+11.9%Open

6BGGGBaillie Gifford Long Term Global Growth ETFBaillie Gifford$53—Open

7TSSDTruth Social American Security & Defense ETFTruth Social$49+11.1%Open

8ACMGAmerican Century Mid Cap Growth Impact ETFAmerican Century$39—Open

9GGMEInvesco Next Gen Media and Gaming ETFInvesco$39+1.3%Open

10CLOUGlobal X Cloud Computing ETFGlobal X$39+15.6%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

$36in CIBR, the heaviest basket

FundPer $1,000YTD

CIBR$36+27.7%

CHAT$32+10.8%

VOT$26−0.7%

IWP$26−10.0%

QTUM$16+9.5%

VXF$14+7.3%

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−12.0%

Past yearNET +7.0%NETG —

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

Thematic ETFs

Themes Around NET

YTD

$18Mof NET held in 4 theme funds

CLOU+15.6%$390M · 3.9% NET LRNZ+11.9%$40M XA

Size = assets · colour = YTD · NET weight in eachAll 4 →

End-of-day Nov 5, 2026

CIBR vs CLOU

YTD

CIBRFirst Trust · Cyber & cloudCLOUGlobal X · Cyber & cloud

Year to date

+27.7%

+15.6%

CIBR wins+12.1 pts

Past year

+21.3%

+12.0%

CIBR wins+9.3 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 5, 2026 · AUM not scored

NET Themes Ranked by Return

YTD

+27.7%CIBR, the best of the theme funds holding NET

#FundNameIssuerYTD ▼NETOpen

1CIBRFirst Trust Nasdaq Cybersecurity ETFFirst Trust+27.7%3.6%Open

2CLOUGlobal X Cloud Computing ETFGlobal X+15.6%3.9%Open

3LRNZTrueShares Technology, AI and Deep Learning ETFTrueShares+11.9%6.7%Open

4TSSDTruth Social American Security & Defense ETFTruth Social+11.1%4.9%Open

5CHATRoundhill Generative AI & Technology ETFRoundhill+10.8%3.2%Open

6QTUMDefiance Quantum ETFDefiance+9.5%1.6%Open

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

Cyber & Cloud vs Thematic

Average · YTD

CIBR

+27.7%

CLOU

+15.6%

Thematic average

+2.3%

End-of-day Nov 5, 2026