Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
52.8%
% of CLOU's 36 holdings also in WCLD
29.7%
% of WCLD's 70 holdings also in CLOU
Overlap by Weight
Sector Drift (CLOU minus WCLD)
Overlapping Holdings
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| Company | Weight in CLOU |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 4.3% | 2.0% | 2.0% |
 |
SHOPIFY, INC. CLASS A | 4.3% | 1.9% | 1.9% |
|
QUALYS INC | 4.2% | 1.8% | 1.8% |
 |
WIX.COM LTD | 4.2% | 1.6% | 1.6% |
|
SALESFORCE.COM INC | 3.8% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to WCLD
|
NETFLIX INC | 4.0% |
|
AKAMAI TECHNOLOGIES | 3.9% |
|
SPS COMMERCE INC | 3.8% |
|
DIGITAL REALTY TRUST INC | 3.8% |
|
PAPA MURPHY'S HOLDINGS INC | 3.6% |
 |
SINCH AB | 3.5% |
|
FIVE9 INC | 3.2% |
|
PAYCOM SOFTWARE INC | 3.0% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.9% |
|
TWILIO, INC. CLASS A | 2.8% |
CLOU Underweight Relative to WCLD
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |
|
ELASTIC NV | -1.9% |
|
AVEPOINT, INC. CLASS A | -1.8% |
|
CLOUDFLARE INC CLASS A | -1.8% |
|
SERVICENOW INC | -1.8% |
|
UIPATH INC CLASS A | -1.8% |
|
ADOBE SYSTEMS INC | -1.8% |
|
DATADOG INC CLASS A | -1.7% |
|
APPFOLIO INC CLASS A | -1.7% |
|
SPROUT SOCIAL INC CLASS A | -1.7% |