Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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40
Number of overlapping holdings
62.5%
% of SKYY's 66 holdings also in WCLD
62.5%
% of WCLD's 70 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus WCLD)
Overlapping Holdings
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| Company | Weight in SKYY |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 2.0% | 1.9% | 1.9% |
 |
CLOUDFLARE INC CLASS A | 2.8% | 1.8% | 1.8% |
|
SERVICENOW INC | 2.1% | 1.8% | 1.8% |
|
ADOBE SYSTEMS INC | 2.1% | 1.8% | 1.8% |
|
MONGODB, INC. CLASS A | 3.3% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to WCLD
|
NUTANIX, INC. CLASS A | 4.9% |
|
MICROSOFT CORP | 4.3% |
|
ARISTA NETWORKS, INC. | 4.2% |
|
AMAZON.COM INC | 4.0% |
|
INTL BUSINESS MACHINES CORP | 3.9% |
|
PURE STORAGE, INC. CLASS A | 3.8% |
|
ALPHABET INC. CLASS A | 3.8% |
|
ORACLE CORP | 3.6% |
|
AKAMAI TECHNOLOGIES | 2.7% |
|
DELL TECHNOLOGIES INC CLASS C | 2.5% |
SKYY Underweight Relative to WCLD
|
AVEPOINT, INC. CLASS A | -1.8% |
|
UIPATH INC CLASS A | -1.8% |
|
SPRINKLR, INC. CLASS A | -1.6% |
 |
MONDAY.COM LTD. | -1.6% |
|
FIVE9 INC | -1.5% |
|
BLOCK INC. | -1.5% |
|
NCINO, INC. | -1.5% |
|
OKTA, INC. CLASS A | -1.4% |
|
AVIDXCHANGE HOLDINGS, INC. | -1.4% |
|
JFROG LTD. | -1.4% |