Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
FCLD
63
HOLDINGS
33%
ALSO IN CLOU
CLOU
38
HOLDINGS
39%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus CLOU)
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 FCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.7% | 4.3% | 3.7% |
|
SNOWFLAKE, INC. CLASS A | 3.4% | 7.3% | 3.4% |
|
SERVICENOW INC | 3.3% | 4.5% | 3.3% |
|
DATADOG INC CLASS A | 3.2% | 5.1% | 3.2% |
|
DIGITAL REALTY TRUST INC | 3.2% | 2.8% | 2.8% |
FCLD Overweight Relative to CLOU
|
WESTERN DIGITAL CORP | 6.0% |
|
SANDISK CORP ORDINARY SHARES | 5.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 5.3% |
|
EQUINIX INC | 4.0% |
|
APPLOVIN CORP. CLASS A | 3.8% |
|
COREWEAVE INC-CL A | 2.5% |
|
NETAPP INC | 2.3% |
|
ZOOMINFO TECHNOLOGIES, INC. CLASS A | 2.3% |
|
MICROSOFT CORP | 2.2% |
|
MONGODB, INC. CLASS A | 2.1% |
FCLD Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -5.2% |
|
CLOUDFLARE INC CLASS A | -4.5% |
|
SNOWFLAKE, INC. CLASS A | -3.9% |
|
ZSCALER, INC. | -3.8% |
|
QUALYS INC | -3.4% |
 |
SHOPIFY, INC. CLASS A | -3.2% |
|
AKAMAI TECHNOLOGIES | -3.1% |
|
PROCORE TECHNOLOGIES INC | -2.9% |
 |
WIX.COM LTD | -2.7% |
|
WORKDAY INC-CLASS A | -2.7% |