Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
CLOU
37
HOLDINGS
51%
ALSO IN WCLD
WCLD
69
HOLDINGS
30%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus WCLD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CLOU |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 3.1% | 2.2% | 2.2% |
|
SNOWFLAKE, INC. CLASS A | 3.5% | 2.1% | 2.1% |
|
DROPBOX, INC. CLASS A | 4.2% | 1.8% | 1.8% |
|
PAYCOM SOFTWARE INC | 4.1% | 1.7% | 1.7% |
|
QUALYS INC | 4.1% | 1.6% | 1.6% |
CLOU Overweight Relative to WCLD
|
AKAMAI TECHNOLOGIES | 4.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 4.3% |
 |
SHOPIFY, INC. CLASS A | 4.2% |
|
DIGITAL REALTY TRUST INC | 4.0% |
|
SALESFORCE.COM INC | 3.1% |
|
HUBSPOT INC | 2.8% |
|
PAPA MURPHY'S HOLDINGS INC | 2.7% |
|
WORKIVA, INC. CLASS A | 2.7% |
|
PROCORE TECHNOLOGIES INC | 2.6% |
|
TWILIO, INC. CLASS A | 2.5% |
CLOU Underweight Relative to WCLD
|
OLO, INC. CLASS A | -2.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.4% |
|
CLOUDFLARE INC CLASS A | -2.3% |
|
APPFOLIO INC CLASS A | -2.2% |
|
JFROG LTD. | -2.1% |
|
SHOPIFY, INC. CLASS A | -2.1% |
|
CYBERARK SOFTWARE LTD. | -1.9% |
|
MONGODB, INC. CLASS A | -1.9% |
|
VEEVA SYSTEMS INC-CLASS A | -1.9% |
|
DATADOG INC CLASS A | -1.8% |