Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

20
Number of overlapping holdings
58.8%
% of CLOU's 35 holdings also in SKYY
32.3%
% of SKYY's 66 holdings also in CLOU
Overlap by Weight
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 | 3.4% | 2.6% | 2.6% | |
MICROSOFT CORP | 2.5% | 4.3% | 2.5% | |
SALESFORCE.COM INC | 4.8% | 2.2% | 2.2% | |
AMAZON.COM INC | 2.1% | 4.0% | 2.1% | |
SHOPIFY, INC. CLASS A | 5.1% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to SKYY
SPS COMMERCE INC | 4.6% | |
WORKDAY INC-CLASS A | 4.5% | |
FIVE9 INC | 4.3% | |
NETFLIX INC | 4.3% | |
DIGITAL REALTY TRUST INC | 4.1% | |
QUALYS INC | 3.5% | |
SINCH AB | 3.4% | |
WORKIVA, INC. CLASS A | 3.2% | |
DROPBOX, INC. CLASS A | 3.1% | |
BOX, INC. CLASS A | 3.1% |
CLOU Underweight Relative to SKYY
ARISTA NETWORKS, INC. | -4.5% | |
ORACLE CORP | -3.7% | |
NUTANIX, INC. CLASS A | -3.5% | |
MONGODB, INC. CLASS A | -3.4% | |
INTL BUSINESS MACHINES CORP | -3.3% | |
PURE STORAGE, INC. CLASS A | -3.2% | |
CISCO SYSTEMS INC | -2.6% | |
ALPHABET INC. CLASS A | -2.5% | |
CLOUDFLARE INC CLASS A | -2.3% | |
LUMEN TECHNOLOGIES, INC. | -2.2% |