Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
BUG.L
30
HOLDINGS
10%
ALSO IN CLO.L
CLO.L
38
HOLDINGS
8%
ALSO IN BUG.L
SECTOR DRIFT (BUG.L minus CLO.L)
OVERLAPPING HOLDINGS
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| Company | Weight in BUG.L |
Weight in CLO.L |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 6.7% | 5.0% | 5.0% |
|
ZSCALER, INC. | 4.6% | 3.4% | 3.4% |
|
QUALYS INC | 4.4% | 2.9% | 2.9% |
BUG.L Overweight Relative to CLO.L
|
FORTINET INC | 7.9% |
|
OKTA, INC. CLASS A | 7.4% |
|
PALO ALTO NETWORKS INC | 7.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 6.9% |
|
SAILPOINT TECHNOLOGIES HOLDINGS, INC | 5.5% |
|
RUBRIK INC-A | 4.8% |
|
GEN DIGITAL INC | 4.7% |
|
TENABLE HOLDINGS, INC. | 4.6% |
|
VARONIS SYSTEMS INC | 4.3% |
 |
CHECK POINT SOFTWARE TECH | 4.2% |
BUG.L Underweight Relative to CLO.L
|
DATADOG INC CLASS A | -6.1% |
|
DIGITALOCEAN HOLDINGS, INC. | -6.1% |
|
SNOWFLAKE, INC. CLASS A | -6.0% |
|
TWILIO, INC. CLASS A | -5.2% |
|
SERVICENOW INC | -4.4% |
|
CLOUDFLARE INC CLASS A | -4.2% |
|
WORKDAY INC-CLASS A | -4.0% |
|
PAYCOM SOFTWARE INC | -3.7% |
|
SALESFORCE.COM INC | -3.6% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.6% |