Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
29%

OVERLAP
BY WEIGHT
24

# OF OVERLAPPING
HOLDINGS
SKYY
65
HOLDINGS
41%
ALSO IN CLOU
CLOU
37
HOLDINGS
65%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus CLOU)
OVERLAPPING HOLDINGS

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Company Weight
in SKYY
Weight
in CLOU
Overlap
AKAMAI TECHNOLOGIES 2.6% 4.7% 2.6%
TWILIO, INC. CLASS A 2.2% 4.1% 2.2%
SHOPIFY, INC. CLASS A 2.1% 4.2% 2.1%
ALPHABET INC. CLASS A 5.5% 2.1% 2.1%
WORKIVA, INC. CLASS A 2.1% 4.2% 2.1%
SKYY Overweight Relative to CLOU
INTL BUSINESS MACHINES CORP 4.3%
MONGODB, INC. CLASS A 4.0%
LUMEN TECHNOLOGIES, INC. 3.5%
ARISTA NETWORKS, INC. 3.5%
ALPHABET INC. CLASS A 3.5%
PURE STORAGE, INC. CLASS A 3.3%
ORACLE CORP 2.8%
CISCO SYSTEMS INC 2.8%
APPLOVIN CORP. CLASS A 2.7%
NUTANIX, INC. CLASS A 2.6%
SKYY Underweight Relative to CLOU
PROCORE TECHNOLOGIES INC -4.0%
DIGITAL REALTY TRUST INC -4.0%
ZOOM VIDEO COMMUNICATIONS, INC. CLAS -3.7%
PAYCOM SOFTWARE INC -3.7%
DROPBOX, INC. CLASS A -3.6%
BOX, INC. CLASS A -3.4%
WORKDAY INC-CLASS A -3.4%
QUALYS INC -3.4%
SNOWFLAKE, INC. CLASS A -2.9%
SPS COMMERCE INC -2.8%
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