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