Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
33.3%
% of CLOU's 36 holdings also in FCLD
25.5%
% of FCLD's 61 holdings also in CLOU
Overlap by Weight
Sector Drift (CLOU minus FCLD)
Overlapping Holdings
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| Company | Weight in CLOU |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 4.9% | 4.9% | 4.9% |
|
WORKDAY INC-CLASS A | 4.2% | 3.0% | 3.0% |
|
DIGITAL REALTY TRUST INC | 3.7% | 2.7% | 2.7% |
|
MICROSOFT CORP | 2.0% | 4.3% | 2.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 3.4% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to FCLD
 |
WIX.COM LTD | 5.6% |
|
PROCORE TECHNOLOGIES INC | 5.2% |
|
NETFLIX INC | 5.0% |
 |
SHOPIFY, INC. CLASS A | 4.2% |
|
PAYCOM SOFTWARE INC | 4.1% |
|
DIGITALOCEAN HOLDINGS, INC. | 3.9% |
|
ZSCALER, INC. | 3.9% |
|
SPS COMMERCE INC | 3.7% |
|
QUALYS INC | 3.6% |
|
AKAMAI TECHNOLOGIES | 3.4% |
CLOU Underweight Relative to FCLD
|
SUPER MICRO COMPUTER, INC. | -5.6% |
|
INTUIT INC | -4.6% |
|
SERVICENOW INC | -4.3% |
|
ORACLE CORP | -4.0% |
|
EQUINIX INC | -3.4% |
|
MICROSTRATEGY INC-CL A | -2.9% |
|
SNOWFLAKE, INC. CLASS A | -2.8% |
|
HUBSPOT INC | -2.7% |
|
DATADOG INC CLASS A | -2.6% |
|
PURE STORAGE, INC. CLASS A | -2.6% |