Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
16.2%
% of OGIG's 68 holdings also in CLOU
29.7%
% of CLOU's 37 holdings also in OGIG
Overlap by Weight
Sector Drift (OGIG minus CLOU)
Overlapping Holdings
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| Company | Weight in OGIG |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 2.1% | 4.0% | 2.1% |
|
MICROSOFT CORP | 6.4% | 2.0% | 2.0% |
|
AMAZON.COM INC | 4.8% | 1.9% | 1.9% |
 |
SHOPIFY, INC. CLASS A | 1.7% | 4.8% | 1.7% |
|
SNOWFLAKE, INC. CLASS A | 1.6% | 5.5% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
OGIG Overweight Relative to CLOU
|
META PLATFORMS INC | 5.5% |
|
MICROSOFT CORP | 4.4% |
|
ALPHABET INC. CLASS A | 3.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.3% |
|
AMAZON.COM INC | 2.9% |
|
DUOLINGO, INC. CLASS A | 2.3% |
|
NETFLIX INC | 2.2% |
|
ORACLE CORP | 2.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.0% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 1.9% |
OGIG Underweight Relative to CLOU
|
TWILIO, INC. CLASS A | -4.7% |
|
DROPBOX, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.1% |
|
QUALYS INC | -4.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.9% |
|
SNOWFLAKE, INC. CLASS A | -3.9% |
 |
WIX.COM LTD | -3.8% |
|
PROCORE TECHNOLOGIES INC | -3.7% |
|
BOX, INC. CLASS A | -3.7% |
|
DIGITAL REALTY TRUST INC | -3.5% |