Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
LRNZ
21
HOLDINGS
29%
ALSO IN CLOU
CLOU
38
HOLDINGS
16%
ALSO IN LRNZ
SECTOR DRIFT (LRNZ minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in LRNZ |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 7.2% | 6.4% | 6.4% |
|
DATADOG INC CLASS A | 4.2% | 6.4% | 4.2% |
|
CLOUDFLARE INC CLASS A | 11.4% | 4.0% | 4.0% |
|
ZSCALER, INC. | 5.5% | 3.6% | 3.6% |
|
SERVICENOW INC | 3.3% | 4.8% | 3.3% |
LRNZ Overweight Relative to CLOU
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 11.4% |
|
NVIDIA CORP | 9.6% |
|
SAMSARA, INC. CLASS A | 7.5% |
|
CLOUDFLARE INC CLASS A | 7.4% |
|
ELASTIC NV | 4.7% |
|
MONGODB, INC. CLASS A | 4.5% |
|
ELI LILLY & CO | 3.6% |
|
NATERA INC | 3.5% |
 |
ARM HOLDINGS PLC | 3.3% |
|
AMAZON.COM INC | 3.2% |
LRNZ Underweight Relative to CLOU
|
DIGITALOCEAN HOLDINGS, INC. | -5.5% |
|
AKAMAI TECHNOLOGIES | -4.9% |
|
TWILIO, INC. CLASS A | -4.4% |
|
WORKDAY INC-CLASS A | -4.1% |
|
PAYCOM SOFTWARE INC | -3.7% |
|
SALESFORCE.COM INC | -3.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.6% |
|
HUBSPOT INC | -3.4% |
 |
SHOPIFY, INC. CLASS A | -3.3% |
|
DIGITAL REALTY TRUST INC | -3.2% |