Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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39
Number of overlapping holdings
62.9%
% of SKYY's 66 holdings also in WCLD
63.9%
% of WCLD's 67 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 | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 1.8% | 1.7% | 1.7% |
|
HUBSPOT INC | 2.0% | 1.6% | 1.6% |
|
RINGCENTRAL, INC. CLASS A | 1.7% | 1.6% | 1.6% |
|
SERVICENOW INC | 1.9% | 1.5% | 1.5% |
|
CLOUDFLARE INC CLASS A | 2.4% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to WCLD
|
ORACLE CORP | 4.2% |
|
ALPHABET INC. CLASS A | 4.1% |
|
ARISTA NETWORKS, INC. | 4.0% |
|
AMAZON.COM INC | 3.9% |
|
NUTANIX, INC. CLASS A | 3.9% |
|
MICROSOFT CORP | 3.8% |
|
INTL BUSINESS MACHINES CORP | 3.8% |
|
PURE STORAGE, INC. CLASS A | 3.8% |
|
DELL TECHNOLOGIES INC CLASS C | 2.6% |
|
CISCO SYSTEMS INC | 2.5% |
SKYY Underweight Relative to WCLD
|
OKTA, INC. CLASS A | -1.9% |
|
C3.AI, INC. CLASS A | -1.8% |
|
BLOCK INC. | -1.7% |
|
AVIDXCHANGE HOLDINGS, INC. | -1.6% |
|
PROCORE TECHNOLOGIES INC | -1.6% |
|
SPRINKLR, INC. CLASS A | -1.6% |
|
PAYPAL HOLDINGS, INC. | -1.5% |
|
BILL.COM HOLDINGS, INC. | -1.5% |
|
PAGERDUTY, INC. | -1.5% |
|
SAMSARA, INC. CLASS A | -1.5% |