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
65
HOLDINGS
39%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOU |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.3% | 3.7% | 2.3% |
|
AKAMAI TECHNOLOGIES | 3.4% | 2.2% | 2.2% |
|
ALPHABET INC. CLASS A | 2.2% | 4.3% | 2.2% |
|
AMAZON.COM INC | 2.1% | 3.4% | 2.1% |
 |
SHOPIFY, INC. CLASS A | 6.1% | 2.0% | 2.0% |
CLOU Overweight Relative to SKYY
|
SNOWFLAKE, INC. CLASS A | 4.9% |
|
ZSCALER, INC. | 4.3% |
|
PROCORE TECHNOLOGIES INC | 4.2% |
|
SHOPIFY, INC. CLASS A | 4.1% |
|
DIGITAL REALTY TRUST INC | 4.0% |
|
BOX, INC. CLASS A | 3.4% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.3% |
|
DROPBOX, INC. CLASS A | 3.2% |
|
QUALYS INC | 3.2% |
|
WORKDAY INC-CLASS A | 3.0% |
CLOU Underweight Relative to SKYY
|
ORACLE CORP | -4.7% |
|
PURE STORAGE, INC. CLASS A | -4.3% |
|
INTL BUSINESS MACHINES CORP | -3.8% |
|
ARISTA NETWORKS, INC. | -3.8% |
|
NUTANIX, INC. CLASS A | -3.7% |
|
MONGODB, INC. CLASS A | -3.1% |
|
LUMEN TECHNOLOGIES, INC. | -2.9% |
|
CISCO SYSTEMS INC | -2.5% |
|
CLOUDFLARE INC CLASS A | -2.4% |
|
APPLOVIN CORP. CLASS A | -2.3% |