Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
SKYY
64
HOLDINGS
43%
ALSO IN CLOU
CLOU
38
HOLDINGS
68%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in SKYY |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
DIGITALOCEAN HOLDINGS, INC. | 3.2% | 4.7% | 3.2% |
|
CLOUDFLARE INC CLASS A | 2.8% | 4.5% | 2.8% |
|
TWILIO, INC. CLASS A | 2.1% | 5.0% | 2.1% |
|
AKAMAI TECHNOLOGIES | 2.1% | 4.2% | 2.1% |
 |
SHOPIFY, INC. CLASS A | 2.0% | 3.5% | 2.0% |
SKYY Overweight Relative to CLOU
|
ARISTA NETWORKS, INC. | 4.4% |
|
NUTANIX, INC. CLASS A | 4.0% |
|
PANDORA MEDIA INC | 3.8% |
|
INTL BUSINESS MACHINES CORP | 3.3% |
|
MONGODB, INC. CLASS A | 3.2% |
|
COREWEAVE INC-CL A | 2.6% |
|
CISCO SYSTEMS INC | 2.5% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.1% |
|
RUBRIK INC-A | 2.0% |
|
ORACLE CORP | 2.0% |
SKYY Underweight Relative to CLOU
|
DATADOG INC CLASS A | -6.1% |
|
SNOWFLAKE, INC. CLASS A | -6.0% |
|
WORKDAY INC-CLASS A | -3.3% |
|
PAYCOM SOFTWARE INC | -3.2% |
|
DIGITAL REALTY TRUST INC | -3.1% |
|
QUALYS INC | -3.1% |
|
ZSCALER, INC. | -3.1% |
|
TWILIO, INC. CLASS A | -2.9% |
|
DROPBOX, INC. CLASS A | -2.8% |
|
PROCORE TECHNOLOGIES INC | -2.7% |