Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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
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 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% |