Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
50.0%
% of DTCR's 25 holdings also in SRVR
54.5%
% of SRVR's 22 holdings also in DTCR
Overlap by Weight
Sector Drift (DTCR minus SRVR)
Overlapping Holdings
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| Company | Weight in DTCR |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 11.2% | 14.1% | 11.2% |
|
AMERICAN TOWER CORP-CL A | 10.5% | 14.2% | 10.5% |
|
CROWN CASTLE INTL CORP | 10.4% | 14.5% | 10.4% |
|
DIGITAL REALTY TRUST INC | 8.7% | 4.7% | 4.7% |
 |
CHINA TOWER CORP. LTD. CLASS H | 5.0% | 4.6% | 4.6% |
Position Highlights (Non-Overlapping Exposures)
DTCR Overweight Relative to SRVR
|
SUPER MICRO COMPUTER, INC. | 5.5% |
|
DIGITAL REALTY TRUST INC | 3.9% |
|
NVIDIA CORP | 3.3% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 2.7% |
|
MICRON TECHNOLOGY INC | 2.5% |
|
ADVANCED MICRO DEVICES | 2.3% |
 |
SILICON MOTION TECHNOL-ADR | 2.3% |
|
MICROCHIP TECHNOLOGY INC | 2.0% |
|
WINBOND ELECTRONICS CORP | 1.8% |
|
UNITI GROUP INC | 1.8% |
DTCR Underweight Relative to SRVR
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -4.8% |
|
IRON MOUNTAIN INC | -4.8% |
|
IRIDIUM COMMUNICATIONS INC. | -4.6% |
 |
CELLNEX TELECOM S.A. | -4.4% |
|
CROWN CASTLE INTL CORP | -4.1% |
|
AMERICAN TOWER CORP-CL A | -3.7% |
 |
SES | -3.3% |
|
EQUINIX INC | -2.9% |
 |
CHORUS LTD | -2.6% |
 |
PT TOWER BERSAMA INFRASTRUCTURE TBK | -0.9% |