Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
29%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
SKYY
62
HOLDINGS
40%
ALSO IN CLOU
CLOU
37
HOLDINGS
62%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in SKYY |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 2.6% | 3.7% | 2.6% |
 |
SHOPIFY, INC. CLASS A | 2.5% | 5.7% | 2.5% |
|
AMAZON.COM INC | 4.2% | 2.3% | 2.3% |
|
MICROSOFT CORP | 4.2% | 2.3% | 2.3% |
|
WORKIVA, INC. CLASS A | 1.9% | 3.8% | 1.9% |
SKYY Overweight Relative to CLOU
|
ARISTA NETWORKS, INC. | 5.8% |
|
ORACLE CORP | 5.4% |
|
PURE STORAGE, INC. CLASS A | 4.1% |
|
MONGODB, INC. CLASS A | 3.7% |
|
NUTANIX, INC. CLASS A | 3.4% |
|
INTL BUSINESS MACHINES CORP | 3.2% |
|
CLOUDFLARE INC CLASS A | 3.0% |
|
ALPHABET INC. CLASS A | 2.8% |
|
CISCO SYSTEMS INC | 2.7% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.5% |
SKYY Underweight Relative to CLOU
|
PROCORE TECHNOLOGIES INC | -4.1% |
|
ZSCALER, INC. | -4.0% |
|
SNOWFLAKE, INC. CLASS A | -4.0% |
|
DIGITAL REALTY TRUST INC | -4.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.5% |
|
QUALYS INC | -3.5% |
|
BOX, INC. CLASS A | -3.4% |
|
PAYCOM SOFTWARE INC | -3.4% |
|
DROPBOX, INC. CLASS A | -3.2% |
|
SPS COMMERCE INC | -3.2% |