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
14%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CLOU
37
HOLDINGS
14%
ALSO IN SPAM
SPAM
32
HOLDINGS
16%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus SPAM)
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 SPAM |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 6.2% | 4.9% | 4.9% |
|
FASTLY, INC. CLASS A | 3.6% | 3.4% | 3.4% |
|
QUALYS INC | 2.7% | 2.9% | 2.7% |
|
ZSCALER, INC. | 2.0% | 2.7% | 2.0% |
 |
21VIANET GROUP, INC. SPONSORED ADR CLASS A | 2.5% | 1.1% | 1.1% |
CLOU Overweight Relative to SPAM
|
DIGITALOCEAN HOLDINGS, INC. | 8.9% |
|
DIGITAL REALTY TRUST INC | 5.7% |
|
TWILIO, INC. CLASS A | 5.4% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 5.3% |
|
DROPBOX, INC. CLASS A | 4.0% |
 |
SHOPIFY, INC. CLASS A | 3.8% |
|
BOX, INC. CLASS A | 3.6% |
|
PAYCOM SOFTWARE INC | 3.6% |
|
SALESFORCE.COM INC | 3.6% |
|
PROCORE TECHNOLOGIES INC | 3.3% |
CLOU Underweight Relative to SPAM
|
PALO ALTO NETWORKS INC | -8.1% |
 |
NEBIUS GROUP NV | -7.0% |
|
COREWEAVE INC-CL A | -6.5% |
 |
NEXTDC LIMITED | -5.8% |
|
CLEAR SECURE, INC. CLASS A | -4.9% |
|
FORTINET INC | -4.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.3% |
|
SPRINT CORP. | -4.2% |
|
CACI INTERNATIONAL INC -CL A | -4.2% |
|
BOOZ ALLEN HAMILTON HOLDINGS | -4.0% |