Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
23.4%
% of CLOD's 48 holdings also in CLOU
30.6%
% of CLOU's 36 holdings also in CLOD
Overlap by Weight
Sector Drift (CLOD minus CLOU)
Overlapping Holdings
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| Company | Weight in CLOD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 4.7% | 4.6% | 4.6% |
|
WORKDAY INC-CLASS A | 2.9% | 4.2% | 2.9% |
|
AMAZON.COM INC | 5.3% | 2.3% | 2.3% |
|
MICROSOFT CORP | 4.8% | 2.1% | 2.1% |
|
ALPHABET INC. CLASS A | 5.0% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to CLOU
 |
SAP AG | 5.2% |
|
ORACLE CORP | 5.1% |
|
SERVICENOW INC | 4.6% |
|
INTUIT INC | 4.6% |
|
SYNOPSYS INC | 4.2% |
|
CADENCE DESIGN SYS INC | 4.1% |
|
PALO ALTO NETWORKS INC | 4.1% |
|
ADOBE SYSTEMS INC | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.4% |
|
ALPHABET INC. CLASS A | 3.4% |
CLOD Underweight Relative to CLOU
 |
WIX.COM LTD | -5.0% |
|
PROCORE TECHNOLOGIES INC | -5.0% |
|
DIGITALOCEAN HOLDINGS, INC. | -4.7% |
|
NETFLIX INC | -4.7% |
 |
SHOPIFY, INC. CLASS A | -4.4% |
|
PAYCOM SOFTWARE INC | -4.0% |
|
QUALYS INC | -3.8% |
|
BOX, INC. CLASS A | -3.8% |
|
DIGITAL REALTY TRUST INC | -3.8% |
|
SPS COMMERCE INC | -3.6% |