Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
32.8%
% of SKYY's 66 holdings also in CLOU
55.6%
% of CLOU's 36 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus CLOU)
Overlapping Holdings
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| Company | Weight in SKYY |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 2.4% | 3.4% | 2.4% |
|
AMAZON.COM INC | 4.0% | 2.3% | 2.3% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.1% | 4.7% | 2.1% |
|
MICROSOFT CORP | 3.9% | 2.1% | 2.1% |
 |
SHOPIFY, INC. CLASS A | 2.0% | 4.4% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to CLOU
|
ORACLE CORP | 4.1% |
|
PURE STORAGE, INC. CLASS A | 3.8% |
|
NUTANIX, INC. CLASS A | 3.7% |
|
INTL BUSINESS MACHINES CORP | 3.6% |
|
ARISTA NETWORKS, INC. | 3.6% |
|
ALPHABET INC. CLASS A | 2.8% |
|
CISCO SYSTEMS INC | 2.7% |
|
MONGODB, INC. CLASS A | 2.4% |
|
DELL TECHNOLOGIES INC CLASS C | 2.4% |
|
CLOUDFLARE INC CLASS A | 2.3% |
SKYY Underweight Relative to CLOU
|
PROCORE TECHNOLOGIES INC | -5.0% |
|
NETFLIX INC | -4.7% |
 |
WIX.COM LTD | -4.2% |
|
DIGITAL REALTY TRUST INC | -3.8% |
|
WORKDAY INC-CLASS A | -3.7% |
|
SPS COMMERCE INC | -3.6% |
|
PAPA MURPHY'S HOLDINGS INC | -3.4% |
|
PAYCOM SOFTWARE INC | -3.4% |
|
ZSCALER, INC. | -3.3% |
|
QUALYS INC | -3.2% |