Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
35%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
68%
ALSO IN SKYY
SKYY
63
HOLDINGS
43%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOU |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
DIGITALOCEAN HOLDINGS, INC. | 6.1% | 5.9% | 5.9% |
|
AKAMAI TECHNOLOGIES | 5.0% | 2.9% | 2.9% |
|
CLOUDFLARE INC CLASS A | 4.2% | 2.8% | 2.8% |
|
TWILIO, INC. CLASS A | 5.3% | 2.7% | 2.7% |
|
MICROSOFT CORP | 1.8% | 3.1% | 1.8% |
CLOU Overweight Relative to SKYY
|
SNOWFLAKE, INC. CLASS A | 5.3% |
|
DATADOG INC CLASS A | 5.1% |
|
WORKDAY INC-CLASS A | 3.5% |
|
PAYCOM SOFTWARE INC | 3.2% |
|
DIGITAL REALTY TRUST INC | 3.2% |
|
ZSCALER, INC. | 3.0% |
|
PROCORE TECHNOLOGIES INC | 3.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.0% |
|
SERVICENOW INC | 2.9% |
|
DROPBOX, INC. CLASS A | 2.7% |
CLOU Underweight Relative to SKYY
|
NUTANIX, INC. CLASS A | -4.0% |
|
DELL TECHNOLOGIES INC CLASS C | -3.8% |
|
ORACLE CORP | -3.7% |
|
ARISTA NETWORKS, INC. | -3.3% |
|
HEWLETT PACKARD ENTERPRISE CO. | -3.3% |
|
PANDORA MEDIA INC | -3.2% |
|
INTL BUSINESS MACHINES CORP | -3.1% |
|
COREWEAVE INC-CL A | -3.0% |
|
LUMEN TECHNOLOGIES, INC. | -3.0% |
|
CISCO SYSTEMS INC | -2.9% |