زَيْدٌ هُوَ الْقَائِمُ. — huwa is a separator; al-qāʾimu is the predicate.
هُوَ اللَّهُ أَحَدٌ. — in the source analysis, huwa is the affair pronoun; the entire “Allāhu aḥadun” clause explains it.
One distinguishes predicate from modifier; the other introduces a proposition.