Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

12

Number of overlapping holdings

25.5%

% of FCLD's 60 holdings also in CLOU

33.3%

% of CLOU's 36 holdings also in FCLD

Overlap by Weight
Sector Drift (FCLD minus CLOU)
Overlapping Holdings

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Company Weight
in FCLD
Weight
in CLOU
Overlap
SALESFORCE.COM INC 4.9% 4.8% 4.8%
WORKDAY INC-CLASS A 3.0% 4.3% 3.0%
DIGITAL REALTY TRUST INC 2.7% 3.5% 2.7%
MICROSOFT CORP 4.3% 2.0% 2.0%
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A 2.0% 3.5% 2.0%

Position Highlights (Non-Overlapping Exposures)
FCLD Overweight Relative to CLOU
SUPER MICRO COMPUTER, INC. 5.6%
INTUIT INC 4.6%
SERVICENOW INC 4.3%
ORACLE CORP 4.0%
EQUINIX INC 3.4%
MICROSTRATEGY INC-CL A 2.9%
SNOWFLAKE, INC. CLASS A 2.8%
HUBSPOT INC 2.7%
DATADOG INC CLASS A 2.6%
PURE STORAGE, INC. CLASS A 2.6%
FCLD Underweight Relative to CLOU
WIX.COM LTD -5.6%
PROCORE TECHNOLOGIES INC -5.3%
NETFLIX INC -4.8%
SHOPIFY, INC. CLASS A -4.3%
DIGITALOCEAN HOLDINGS, INC. -4.1%
ZSCALER, INC. -4.0%
PAYCOM SOFTWARE INC -3.9%
SPS COMMERCE INC -3.7%
QUALYS INC -3.6%
AKAMAI TECHNOLOGIES -3.4%
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