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   

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

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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%
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