Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
36.1%
% of SKYY's 66 holdings also in CLOD
45.8%
% of CLOD's 49 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus CLOD)
Overlapping Holdings
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| Company | Weight in SKYY |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.7% | 5.1% | 4.7% |
|
AMAZON.COM INC | 4.1% | 4.7% | 4.1% |
|
ORACLE CORP | 4.0% | 4.3% | 4.0% |
|
MICROSOFT CORP | 3.8% | 4.5% | 3.8% |
|
SERVICENOW INC | 1.8% | 4.4% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to CLOD
|
ARISTA NETWORKS, INC. | 4.3% |
|
PURE STORAGE, INC. CLASS A | 4.0% |
|
INTL BUSINESS MACHINES CORP | 3.5% |
|
NUTANIX, INC. CLASS A | 3.2% |
|
APPLOVIN CORP. CLASS A | 2.8% |
|
DELL TECHNOLOGIES INC CLASS C | 2.7% |
|
CISCO SYSTEMS INC | 2.5% |
|
NETAPP INC | 2.3% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.2% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.1% |
SKYY Underweight Relative to CLOD
 |
SAP AG | -4.4% |
|
SYNOPSYS INC | -4.4% |
|
PALO ALTO NETWORKS INC | -4.4% |
|
CADENCE DESIGN SYS INC | -4.1% |
|
INTUIT INC | -4.0% |
 |
MERCADOLIBRE INC | -4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.1% |
 |
PROSUS N.V. CLASS N | -2.9% |
|
ADOBE SYSTEMS INC | -2.9% |
|
SALESFORCE.COM INC | -2.6% |