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
29%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
CLOU
37
HOLDINGS
62%
ALSO IN SKYY
SKYY
62
HOLDINGS
40%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus SKYY)
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 SKYY |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 3.7% | 2.6% | 2.6% |
|
MICROSOFT CORP | 2.3% | 4.3% | 2.3% |
|
AMAZON.COM INC | 2.3% | 4.3% | 2.3% |
 |
SHOPIFY, INC. CLASS A | 4.5% | 2.0% | 2.0% |
|
SALESFORCE.COM INC | 3.7% | 1.9% | 1.9% |
CLOU Overweight Relative to SKYY
|
PROCORE TECHNOLOGIES INC | 4.4% |
|
SNOWFLAKE, INC. CLASS A | 4.3% |
|
ZSCALER, INC. | 4.2% |
|
DIGITAL REALTY TRUST INC | 4.0% |
|
SPS COMMERCE INC | 3.6% |
|
QUALYS INC | 3.5% |
|
BOX, INC. CLASS A | 3.5% |
|
PAYCOM SOFTWARE INC | 3.2% |
|
C3.AI, INC. CLASS A | 3.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.1% |
CLOU Underweight Relative to SKYY
|
ORACLE CORP | -5.4% |
|
ARISTA NETWORKS, INC. | -4.9% |
|
PURE STORAGE, INC. CLASS A | -4.1% |
|
INTL BUSINESS MACHINES CORP | -3.9% |
|
NUTANIX, INC. CLASS A | -3.7% |
|
MONGODB, INC. CLASS A | -3.5% |
|
CLOUDFLARE INC CLASS A | -2.8% |
|
CISCO SYSTEMS INC | -2.8% |
|
ALPHABET INC. CLASS A | -2.5% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.3% |