CLOD vs. JGRW ETF Comparison

Comparison of Themes Cloud Computing ETF (CLOD) to Trust for Professional Managers Jensen Quality Growth ETF (JGRW)

CLOD

Themes Cloud Computing ETF

CLOD Description

The index is designed to provide exposure to companies that have business operations in the field of cloud computing based in developed market countries. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.12

Average Daily Volume

261

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

JGRW

Trust for Professional Managers Jensen Quality Growth ETF

JGRW Description

To achieve the fund"s investment objective of long-term capital appreciation, the fund invests in equity securities of approximately 25 to 30 companies Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund's investment adviser,. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.33

Average Daily Volume

23,082

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	CLOD	JGRW
30 Days	5.41%	1.02%
60 Days	14.37%
90 Days	0.22%
12 Months

2 Overlapping Holdings

	Symbol	Grade	Weight in CLOD	Weight in JGRW	Overlap
	INTU	F	4.46%	5.5%	4.46%
	MSFT	D	3.99%	6.64%	3.99%

CLOD Overweight 7 Positions Relative to JGRW

	Symbol	Grade	Weight
	MELI	D	5.11%
	NOW	B	5.11%
	PANW	B	4.79%
	ADBE	F	4.53%
	CRM	B	4.46%
	ORCL	A	4.43%
	AMZN	C	3.98%

CLOD Underweight 8 Positions Relative to JGRW

	Symbol	Grade	Weight
	AAPL	C	-7.12%
	ACN	B	-6.61%
	GOOGL	B	-6.07%
	MMC	D	-6.04%
	SYK	C	-5.47%
	MA	A	-4.03%
	ADP	A	-3.98%
	UNH	B	-3.8%

CLOD: Top Represented Industries & Keywords

Industries: Software - Application Software - Infrastructure Specialty Retail

Keywords: S&P 500 Nasdaq 100 Computing Work From Home CRM Dow Jones Component Online Shopping Software Software As A Service Software Development Systems Integrator Application Software Cloud Computing Cloud Infrastructure Customer Relationship Management E-Commerce Education Services Financial Management Hyperscale Operating System

JGRW: Top Represented Industries & Keywords

Industries: Business Services Consumer Electronics Credit Services Health Care Plans Information Technology Services Insurance Brokers Internet Content & Information Medical Devices Software - Application Software - Infrastructure

Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Operating System Smartphones Business Process Outsourcing Business Process Outsourcing Services CRM Cloud Computing Display Advertising Human Resources Hyperscale Laptop Computer Network Access Outsourcing Payment Processing Payment Solutions Payment Systems Retirement Services