NET

Cloudflare, Inc.

StockTechnologySoftware - InfrastructureUS$123B market cap

$273.62

▲ +3.2% last session

+10.3% 1Y

Close of Nov 3, 2026End-of-day

Nov 3, 2026 · NET total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same dates · NETG has no history over this windowNETS&P 500 · VOO

Held by ETFs: $3.7B; in funds that list it in their top 10
Share of the company: ≈3%; of Cloudflare held through ETFs
Top-10 holding in: 22 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+9.8%

Corner: assets · twice NET’s move each day

Heaviest NET Baskets

YTD

$36per $1,000 in CIBR

CIBR3.6%+36.4%IWP2.7%−3.6%VOT2.6%+4.2%VXF1.4%+11.6%IMCG1.3%+17.9%VO1.1%+13.8%

Corner: NET weight · NET is the biggest slice

Themes Around NET

YTD

$19Mof NET in 3 funds

CLOU4.0%+21.3%LRNZ6.6%+25.6%TSSD4.8%+21.1%

Corner: NET weight · the themes it sits in

NET Through Other ETFs

YTD

$8per $1,000 in GXDW

GXDW0.8%−3.6%

Corner: NET weight · held through other ETFs

End-of-day Nov 4, 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

82%in US Stock Styles funds

US Stock Styles $3.0BThematic $629MOther $39MInternational $14MSectors $2M

VO$1.1B · 1.1%VOT$508M · 2.6%IWP$506M · 2.7%VXF$408M · 1.4%IWR$382M · 0.7%7 moreCIBR$611M · 3.6%CLOULRNZ1 moreTOAO, SPRX, …BGGGGGME

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

End-of-day Nov 4, 2026 · $3.7B 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+9.8%Open

2XDATFranklin Exponential Data ETFFranklin$88−5.5%Open

3SPRXSpear Alpha ETFSpear$87−8.9%Open

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

5LRNZTrueShares Technology, AI and Deep Learning ETFTrueShares$66+25.6%Open

6BGGGBaillie Gifford Long Term Global Growth ETFBaillie Gifford$55—Open

7TSSDTruth Social American Security & Defense ETFTruth Social$48+21.1%Open

8TOAOTwin Oak Active Opportunities III ETFTwin Oak$44—Open

9GGMEInvesco Next Gen Media and Gaming ETFInvesco$40+3.1%Open

10CLOUGlobal X Cloud Computing ETFGlobal X$40+21.3%Open

End-of-day Nov 4, 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+36.4%

IWP$27−3.6%

VOT$26+4.2%

VXF$14+11.6%

IMCG$13+17.9%

VO$11+13.8%

End-of-day Nov 4, 2026 · bars run to $200

2× Daily NET ETFs

YTD

$4Min 1 fund

2× daily$2,000 of NET per $1,000

NETG$4M+9.8%

Past yearNET +10.3%NETG —

End-of-day Nov 4, 2026 · all reset daily

Thematic ETFs

Themes Around NET

YTD

$19Mof NET held in 3 theme funds

CLOU+21.3%$390M · 4.0% NET LRNZ+25.6%$39M TSSD

Size = assets · colour = YTD · NET weight in eachAll 3 →

End-of-day Nov 4, 2026

CIBR vs CLOU

YTD

CIBRFirst Trust · Cyber & cloudCLOUGlobal X · Cyber & cloud

Year to date

+36.4%

+21.3%

CIBR wins+15.1 pts

Past year

+26.4%

+13.8%

CIBR wins+12.6 pts

Fee

0.58%

0.68%

CIBR winslower fee

Yield

0.4%

0.0%

CIBR wins+0.4 pts

AUM

$16.8B

$390M

CIBR43.0× more

4–0CIBR wins

End-of-day Nov 3, 2026 · AUM not scored

NET Themes Ranked by Return

YTD

+36.4%CIBR, the best of the theme funds holding NET

#FundNameIssuerYTD ▼NETOpen

1CIBRFirst Trust Nasdaq Cybersecurity ETFFirst Trust+36.4%3.6%Open

2LRNZTrueShares Technology, AI and Deep Learning ETFTrueShares+25.6%6.6%Open

3CLOUGlobal X Cloud Computing ETFGlobal X+21.3%4.0%Open

4TSSDTruth Social American Security & Defense ETFTruth Social+21.1%4.8%Open

End-of-day Nov 4, 2026 · NET = its weight in each fund

Cyber & Cloud vs Thematic

Average · YTD

CIBR

+36.4%

CLOU

+21.3%

Thematic average

+7.7%

End-of-day Nov 3, 2026