Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
13.9%
% of CLOU's 36 holdings also in XWEB
15.6%
% of XWEB's 32 holdings also in CLOU
Overlap by Weight
Sector Drift (CLOU minus XWEB)
Overlapping Holdings
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| Company | Weight in CLOU |
Weight in XWEB |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 4.5% | 4.1% | 4.1% |
|
FASTLY, INC. CLASS A | 3.7% | 4.5% | 3.7% |
|
TWILIO, INC. CLASS A | 4.1% | 3.6% | 3.6% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.5% | 2.0% | 2.0% |
|
VIMEO, INC. | 0.8% | 0.9% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to XWEB
|
ZSCALER, INC. | 5.9% |
|
PAPA MURPHY'S HOLDINGS INC | 4.6% |
|
QUALYS INC | 4.6% |
|
DROPBOX, INC. CLASS A | 4.5% |
|
DIGITAL REALTY TRUST INC | 4.4% |
|
WORKDAY INC-CLASS A | 4.4% |
|
WORKIVA, INC. CLASS A | 4.2% |
 |
WIX.COM LTD | 4.2% |
|
NETFLIX INC | 4.1% |
|
SPS COMMERCE INC | 3.9% |
CLOU Underweight Relative to XWEB
|
FUBOTV INC. | -5.1% |
|
OKTA, INC. CLASS A | -4.3% |
|
META PLATFORMS INC | -4.1% |
|
ALPHABET INC. CLASS C | -4.1% |
|
PINTEREST, INC. CLASS A | -3.9% |
|
MATCH GROUP, INC. | -3.9% |
|
GODADDY, INC. CLASS A | -3.8% |
|
YELP INC | -3.7% |
|
J2 GLOBAL COMMUNICATIONS INC | -3.7% |
|
SQUARESPACE, INC. CLASS A | -3.7% |