Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
53%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SRVR
58
HOLDINGS
21%
ALSO IN DTCR
DTCR
25
HOLDINGS
48%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus DTCR)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in DTCR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 16.8% | 13.9% | 13.9% |
|
DIGITAL REALTY TRUST INC | 17.7% | 12.8% | 12.8% |
|
AMERICAN TOWER CORP-CL A | 14.5% | 9.6% | 9.6% |
|
CROWN CASTLE INTL CORP | 4.0% | 6.5% | 4.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.2% | 3.5% | 3.5% |
SRVR Overweight Relative to DTCR
|
AMERICAN TOWER CORP-CL A | 4.9% |
|
IRON MOUNTAIN INC | 4.9% |
|
DIGITAL REALTY TRUST INC | 4.9% |
 |
CELLNEX TELECOM S.A. | 4.3% |
|
EQUINIX INC | 2.9% |
|
IRIDIUM COMMUNICATIONS INC. | 1.7% |
 |
SES | 1.1% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | 1.0% |
 |
ROLLS-ROYCE GROUP PLC | 1.0% |
 |
CHORUS LTD | 0.9% |
SRVR Underweight Relative to DTCR
|
MICRON TECHNOLOGY INC | -4.7% |
|
MARVELL TECHNOLOGY, INC. | -4.1% |
 |
HYNIX SEMICONDUCTOR INC | -4.1% |
|
ADVANCED MICRO DEVICES | -4.0% |
|
INTEL CORP | -3.2% |
|
APPLIED BLOCKCHAIN INC | -2.9% |
|
CROWN CASTLE INTL CORP | -2.5% |
|
UNITI GROUP INC | -2.5% |
 |
KEPPEL DC REIT | -2.4% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | -2.3% |