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
35%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
CLOU
37
HOLDINGS
43%
ALSO IN FCLD
FCLD
55
HOLDINGS
35%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus FCLD)
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 FCLD |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 5.5% | 4.7% | 4.7% |
|
SERVICENOW INC | 3.6% | 4.1% | 3.6% |
|
SALESFORCE.COM INC | 3.6% | 3.5% | 3.5% |
|
WORKDAY INC-CLASS A | 3.6% | 3.2% | 3.2% |
|
DIGITAL REALTY TRUST INC | 3.9% | 3.2% | 3.2% |
CLOU Overweight Relative to FCLD
 |
SHOPIFY, INC. CLASS A | 5.5% |
|
ZSCALER, INC. | 4.6% |
|
PROCORE TECHNOLOGIES INC | 4.2% |
|
QUALYS INC | 4.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 4.0% |
|
WORKIVA, INC. CLASS A | 3.8% |
|
PAYCOM SOFTWARE INC | 3.8% |
|
AKAMAI TECHNOLOGIES | 3.7% |
 |
WIX.COM LTD | 3.2% |
|
SPS COMMERCE INC | 3.0% |
CLOU Underweight Relative to FCLD
|
ORACLE CORP | -6.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -4.8% |
|
EQUINIX INC | -3.6% |
|
MICROSTRATEGY INC-CL A | -3.5% |
|
MICROSOFT CORP | -3.4% |
|
WESTERN DIGITAL CORP | -3.3% |
|
ATLASSIAN CORP. CLASS A | -3.3% |
|
PURE STORAGE, INC. CLASS A | -3.1% |
|
DATADOG INC CLASS A | -3.0% |
|
MONGODB, INC. CLASS A | -2.6% |