CLOU vs. PCGG ETF Comparison

Comparison of Global X Cloud Computing ETF (CLOU) to Polen Capital Global Growth ETF (PCGG)

CLOU

Global X Cloud Computing ETF

CLOU Description

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx Global Cloud Computing Index. The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index is designed to provide exposure to exchange-listed companies that are positioned to benefit from the increased adoption of cloud computing technology. It is non-diversified.

Grade (RS Rating)

Last Trade

$24.72

Average Daily Volume

187,090

Number of Holdings ^*

* may have additional holdings in another (foreign) market

PCGG

Polen Capital Global Growth ETF

PCGG Description

The fund is a non-diversified, actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$12.09

Average Daily Volume

50,961

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CLOU	PCGG
30 Days	20.00%	6.46%
60 Days	19.94%	5.47%
90 Days	24.22%	7.15%
12 Months	21.89%	19.20%

6 Overlapping Holdings

Symbol	Grade	Weight in CLOU	Weight in PCGG	Overlap
AMZN	B	1.95%	9.22%	1.95%
MSFT	C	1.84%	5.96%	1.84%
NOW	A	3.94%	2.27%	2.27%
PAYC	A	3.78%	3.06%	3.06%
SHOP	B	4.77%	3.88%	3.88%
WDAY	C	3.98%	4.12%	3.98%

CLOU Overweight 29 Positions Relative to PCGG

Symbol	Grade	Weight
WIX	A	4.52%
HUBS	B	4.5%
QLYS	C	4.43%
TWLO	B	4.38%
SNOW	C	4.04%
CRM	B	4.01%
ZS	C	3.99%
SPSC	C	3.92%
WK	B	3.88%
PCOR	B	3.84%
ZM	B	3.79%
DLR	A	3.75%
BOX	A	3.75%
DBX	C	3.74%
AI	B	3.28%
AKAM	D	3.13%
DOCN	D	2.83%
FRSH	C	2.79%
FIVN	C	2.33%
GOOGL	C	1.49%
VMEO	B	0.83%
YEXT	B	0.81%
VNET	C	0.79%
HSTM	B	0.78%
FSLY	D	0.73%
KC	C	0.64%
PUBM	C	0.51%
BABA	D	0.3%
IBM	C	0.28%

CLOU Underweight 15 Positions Relative to PCGG

Symbol	Grade	Weight
GOOG	C	-7.72%
MA	A	-4.62%
ABT	B	-4.56%
ADBE	C	-4.24%
V	A	-4.19%
MSCI	B	-4.1%
AON	A	-4.03%
ICLR	F	-3.35%
TMO	F	-2.85%
ACN	B	-2.73%
GLOB	B	-2.42%
ZTS	F	-2.14%
ABNB	C	-1.62%
ORCL	B	-1.53%
ADP	A	-1.47%