Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
SKYY
63
HOLDINGS
42%
ALSO IN CLOD
CLOD
50
HOLDINGS
50%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus CLOD)
OVERLAPPING HOLDINGS
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| Company | Weight in SKYY |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 4.2% | 5.3% | 4.2% |
|
ALPHABET INC. CLASS A | 3.4% | 3.9% | 3.4% |
|
AMAZON.COM INC | 3.4% | 3.6% | 3.4% |
|
MICROSOFT CORP | 3.1% | 3.8% | 3.1% |
|
CLOUDFLARE INC CLASS A | 2.8% | 2.9% | 2.8% |
SKYY Overweight Relative to CLOD
|
DIGITALOCEAN HOLDINGS, INC. | 5.5% |
|
DELL TECHNOLOGIES INC CLASS C | 3.8% |
|
NUTANIX, INC. CLASS A | 3.6% |
|
INTL BUSINESS MACHINES CORP | 3.4% |
|
ARISTA NETWORKS, INC. | 3.3% |
|
HEWLETT PACKARD ENTERPRISE CO. | 3.3% |
|
PANDORA MEDIA INC | 3.2% |
|
COREWEAVE INC-CL A | 3.0% |
|
LUMEN TECHNOLOGIES, INC. | 3.0% |
|
CISCO SYSTEMS INC | 2.9% |
SKYY Underweight Relative to CLOD
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.9% |
|
PALO ALTO NETWORKS INC | -4.6% |
 |
SAP AG | -3.8% |
|
CADENCE DESIGN SYS INC | -3.8% |
|
FORTINET INC | -3.3% |
|
SYNOPSYS INC | -3.2% |
|
APPLOVIN CORP. CLASS A | -3.1% |
 |
MERCADOLIBRE INC | -2.8% |
|
SERVICENOW INC | -2.8% |
|
INTUIT INC | -2.5% |