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
26
# OF OVERLAPPING
HOLDINGS
FCLD
63
HOLDINGS
57%
ALSO IN SKYY
SKYY
66
HOLDINGS
42%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in FCLD |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.1% | 3.7% | 3.7% |
|
COREWEAVE INC-CL A | 2.5% | 2.3% | 2.3% |
|
SALESFORCE.COM INC | 3.7% | 2.2% | 2.2% |
|
MONGODB, INC. CLASS A | 2.1% | 3.0% | 2.1% |
|
TWILIO, INC. CLASS A | 2.0% | 2.0% | 2.0% |
FCLD Overweight Relative to SKYY
|
WESTERN DIGITAL CORP | 6.0% |
|
SANDISK CORP ORDINARY SHARES | 5.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 5.3% |
|
EQUINIX INC | 4.0% |
|
DIGITAL REALTY TRUST INC | 3.2% |
|
APPLOVIN CORP. CLASS A | 2.9% |
|
DATADOG INC CLASS A | 2.7% |
|
SNOWFLAKE, INC. CLASS A | 2.7% |
|
ZOOMINFO TECHNOLOGIES, INC. CLASS A | 2.3% |
|
PURE STORAGE, INC. CLASS A | 1.9% |
FCLD Underweight Relative to SKYY
|
ARISTA NETWORKS, INC. | -4.2% |
|
PANDORA MEDIA INC | -4.1% |
|
ALPHABET INC. CLASS A | -3.0% |
|
CLOUDFLARE INC CLASS A | -2.8% |
|
INTL BUSINESS MACHINES CORP | -2.7% |
|
NUTANIX, INC. CLASS A | -2.6% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.4% |
|
DELL TECHNOLOGIES INC CLASS C | -2.2% |
|
ORACLE CORP | -2.2% |
|
WORKIVA, INC. CLASS A | -2.2% |