Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
39.7%
% of SKYY's 62 holdings also in CLOU
62.2%
% of CLOU's 37 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 | 3.0% | 3.1% | 3.0% |
|
SALESFORCE.COM INC | 2.0% | 3.6% | 2.0% |
|
SERVICENOW INC | 2.0% | 3.5% | 2.0% |
|
AMAZON.COM INC | 4.0% | 2.0% | 2.0% |
|
MICROSOFT CORP | 4.5% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to CLOU
|
INTL BUSINESS MACHINES CORP | 4.3% |
|
NUTANIX, INC. CLASS A | 3.9% |
|
PURE STORAGE, INC. CLASS A | 3.9% |
|
ORACLE CORP | 3.8% |
|
ARISTA NETWORKS, INC. | 3.8% |
|
ALPHABET INC. CLASS A | 2.8% |
|
CISCO SYSTEMS INC | 2.8% |
|
MICROSOFT CORP | 2.6% |
|
MONGODB, INC. CLASS A | 2.4% |
|
CLOUDFLARE INC CLASS A | 2.4% |
SKYY Underweight Relative to CLOU
|
SNOWFLAKE, INC. CLASS A | -4.6% |
|
ZSCALER, INC. | -3.9% |
|
PROCORE TECHNOLOGIES INC | -3.8% |
|
DROPBOX, INC. CLASS A | -3.6% |
|
PAYCOM SOFTWARE INC | -3.6% |
|
DIGITAL REALTY TRUST INC | -3.6% |
|
QUALYS INC | -3.5% |
|
WORKDAY INC-CLASS A | -3.3% |
|
SPS COMMERCE INC | -3.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.3% |