Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
55.0%
% of SRVR's 20 holdings also in DTCR
47.8%
% of DTCR's 25 holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus DTCR)
Overlapping Holdings
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| Company | Weight in SRVR |
Weight in DTCR |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 16.6% | 15.6% | 15.6% |
|
EQUINIX INC | 14.8% | 11.1% | 11.1% |
|
DIGITAL REALTY TRUST INC | 16.0% | 10.9% | 10.9% |
|
SBA COMMUNICATIONS CORP. CLASS A | 5.0% | 5.5% | 5.0% |
|
CROWN CASTLE INTL CORP | 4.7% | 11.3% | 4.7% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to DTCR
 |
CELLNEX TELECOM S.A. | 5.4% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 5.2% |
|
DIGITAL REALTY TRUST INC | 5.1% |
|
IRON MOUNTAIN INC | 4.6% |
|
EQUINIX INC | 3.8% |
|
IRIDIUM COMMUNICATIONS INC. | 3.1% |
 |
SES | 2.7% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | 1.8% |
|
AMERICAN TOWER CORP-CL A | 1.0% |
 |
EUTELSAT COMMUNICATIONS | 0.8% |
SRVR Underweight Relative to DTCR
|
CROWN CASTLE INTL CORP | -6.6% |
 |
WINBOND ELECTRONICS CORP | -2.4% |
|
SUPER MICRO COMPUTER, INC. | -2.1% |
|
INTEL CORP | -2.0% |
 |
HYNIX SEMICONDUCTOR INC | -1.9% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -1.9% |
|
LAM RESEARCH CORP | -1.8% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -1.7% |
|
21VIANET GROUP, INC. SPONSORED ADR C | -1.6% |
|
BROADCOM INC. | -1.6% |