Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
16%
ALSO IN WCBR
WCBR
25
HOLDINGS
26%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus WCBR)
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 WCBR |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 5.8% | 5.2% | 5.2% |
|
ZSCALER, INC. | 4.6% | 5.7% | 4.6% |
|
CLOUDFLARE INC CLASS A | 3.6% | 4.8% | 3.6% |
|
AKAMAI TECHNOLOGIES | 5.4% | 3.4% | 3.4% |
|
QUALYS INC | 2.5% | 3.2% | 2.5% |
CLOU Overweight Relative to WCBR
|
DIGITALOCEAN HOLDINGS, INC. | 6.0% |
|
TWILIO, INC. CLASS A | 5.0% |
|
SNOWFLAKE, INC. CLASS A | 4.3% |
|
SERVICENOW INC | 4.0% |
|
PAYCOM SOFTWARE INC | 4.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.8% |
|
WORKDAY INC-CLASS A | 3.8% |
|
SALESFORCE.COM INC | 3.6% |
|
DIGITAL REALTY TRUST INC | 3.5% |
|
DROPBOX, INC. CLASS A | 3.4% |
CLOU Underweight Relative to WCBR
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -6.4% |
|
NETSKOPE INC-CL A | -5.1% |
|
PALO ALTO NETWORKS INC | -5.0% |
|
TENABLE HOLDINGS, INC. | -4.9% |
|
FORTINET INC | -4.8% |
|
RUBRIK INC-A | -4.7% |
 |
TREND MICRO INC | -4.7% |
|
OKTA, INC. CLASS A | -4.5% |
|
COMMVAULT SYSTEMS INC | -4.3% |
|
F5 NETWORKS INC | -4.0% |