Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
FCLD
61
HOLDINGS
33%
ALSO IN CLOU
CLOU
38
HOLDINGS
39%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in FCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.9% | 3.7% | 3.7% |
|
SERVICENOW INC | 3.2% | 4.8% | 3.2% |
|
DIGITAL REALTY TRUST INC | 3.5% | 3.2% | 3.2% |
|
DATADOG INC CLASS A | 3.1% | 6.4% | 3.1% |
|
TWILIO, INC. CLASS A | 3.0% | 4.4% | 3.0% |
FCLD Overweight Relative to CLOU
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 7.1% |
|
WESTERN DIGITAL CORP | 6.3% |
|
EQUINIX INC | 4.4% |
|
APPLOVIN CORP. CLASS A | 3.8% |
|
COREWEAVE INC-CL A | 3.1% |
|
MICROSOFT CORP | 2.4% |
|
PURE STORAGE, INC. CLASS A | 2.4% |
|
NETAPP INC | 2.3% |
|
MONGODB, INC. CLASS A | 2.1% |
|
ATLASSIAN CORP. CLASS A | 2.0% |
FCLD Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -4.9% |
|
CLOUDFLARE INC CLASS A | -4.0% |
|
SNOWFLAKE, INC. CLASS A | -3.8% |
|
PAYCOM SOFTWARE INC | -3.7% |
|
ZSCALER, INC. | -3.6% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.4% |
 |
SHOPIFY, INC. CLASS A | -3.3% |
|
DATADOG INC CLASS A | -3.2% |
|
PROCORE TECHNOLOGIES INC | -3.0% |
|
QUALYS INC | -2.8% |