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
35%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
68%
ALSO IN SKYY
SKYY
64
HOLDINGS
43%
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 | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 4.5% | 2.8% | 2.8% |
|
DIGITALOCEAN HOLDINGS, INC. | 3.9% | 2.7% | 2.7% |
|
FASTLY, INC. CLASS A | 2.9% | 2.5% | 2.5% |
 |
SHOPIFY, INC. CLASS A | 3.7% | 2.1% | 2.1% |
|
WORKIVA, INC. CLASS A | 2.3% | 2.1% | 2.1% |
CLOU Overweight Relative to SKYY
|
SNOWFLAKE, INC. CLASS A | 6.3% |
|
DATADOG INC CLASS A | 5.1% |
|
PAYCOM SOFTWARE INC | 4.2% |
|
WORKDAY INC-CLASS A | 4.0% |
|
ZSCALER, INC. | 3.4% |
|
QUALYS INC | 3.2% |
|
PROCORE TECHNOLOGIES INC | 3.1% |
|
DIGITAL REALTY TRUST INC | 2.9% |
|
DROPBOX, INC. CLASS A | 2.7% |
|
TWILIO, INC. CLASS A | 2.7% |
CLOU Underweight Relative to SKYY
|
PANDORA MEDIA INC | -4.7% |
|
NUTANIX, INC. CLASS A | -4.1% |
|
ARISTA NETWORKS, INC. | -4.0% |
|
MONGODB, INC. CLASS A | -3.6% |
|
COREWEAVE INC-CL A | -2.6% |
|
ATLASSIAN CORP. CLASS A | -2.4% |
|
INTL BUSINESS MACHINES CORP | -2.3% |
|
GITLAB, INC. CLASS A | -2.2% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.2% |
|
RUBRIK INC-A | -2.1% |