Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
27.1%
% of CLOD's 48 holdings also in CLOU
35.1%
% of CLOU's 37 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 | 3.8% | 3.6% | 3.6% |
|
SERVICENOW INC | 3.7% | 3.5% | 3.5% |
|
WORKDAY INC-CLASS A | 2.3% | 4.0% | 2.3% |
|
SNOWFLAKE, INC. CLASS A | 2.2% | 5.3% | 2.2% |
|
AMAZON.COM INC | 3.9% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to CLOU
 |
SAP AG | 5.1% |
|
PALO ALTO NETWORKS INC | 4.9% |
 |
MERCADOLIBRE INC | 4.7% |
|
INTUIT INC | 4.7% |
|
ADOBE SYSTEMS INC | 4.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.2% |
|
ORACLE CORP | 4.0% |
|
CADENCE DESIGN SYS INC | 3.4% |
|
MICROSTRATEGY INC-CL A | 3.4% |
|
SYNOPSYS INC | 3.1% |
CLOD Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -4.5% |
|
TWILIO, INC. CLASS A | -4.5% |
|
PAYCOM SOFTWARE INC | -4.4% |
|
QUALYS INC | -4.3% |
|
DROPBOX, INC. CLASS A | -4.2% |
|
BOX, INC. CLASS A | -4.0% |
|
ZSCALER, INC. | -3.8% |
|
PROCORE TECHNOLOGIES INC | -3.8% |
 |
WIX.COM LTD | -3.6% |
|
DIGITAL REALTY TRUST INC | -3.6% |