Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
13%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
8%
ALSO IN DAT
DAT
28
HOLDINGS
12%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus DAT)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CLOU |
Weight in DAT |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 6.7% | 8.0% | 6.7% |
|
SNOWFLAKE, INC. CLASS A | 7.0% | 5.5% | 5.5% |
|
FIVE9 INC | 1.3% | 2.9% | 1.3% |
CLOU Overweight Relative to DAT
|
TWILIO, INC. CLASS A | 4.6% |
|
DIGITALOCEAN HOLDINGS, INC. | 4.6% |
|
CLOUDFLARE INC CLASS A | 4.6% |
|
PAYCOM SOFTWARE INC | 4.1% |
|
AKAMAI TECHNOLOGIES | 4.0% |
|
SERVICENOW INC | 4.0% |
|
WORKDAY INC-CLASS A | 3.9% |
|
ZSCALER, INC. | 3.9% |
|
QUALYS INC | 3.7% |
|
DROPBOX, INC. CLASS A | 3.6% |
CLOU Underweight Relative to DAT
|
COMMVAULT SYSTEMS INC | -5.8% |
|
INNODATA ISOGEN INC | -5.7% |
|
TERADATA CORP | -5.6% |
|
NUTANIX, INC. CLASS A | -5.4% |
|
DYNATRACE, INC. | -5.1% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -4.8% |
|
INTERDIGITAL INC | -4.5% |
|
RUBRIK INC-A | -4.4% |
|
MONGODB, INC. CLASS A | -4.4% |
|
ELASTIC NV | -4.3% |