Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
66%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SRVR
20
HOLDINGS
60%
ALSO IN DTCR
DTCR
25
HOLDINGS
48%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus DTCR)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in DTCR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 13.2% | 12.4% | 12.4% |
|
DIGITAL REALTY TRUST INC | 14.3% | 11.7% | 11.7% |
|
AMERICAN TOWER CORP-CL A | 14.8% | 11.6% | 11.6% |
|
CROWN CASTLE INTL CORP | 4.7% | 9.1% | 4.7% |
 |
NEXTDC LIMITED | 4.6% | 4.6% | 4.6% |
SRVR Overweight Relative to DTCR
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 4.7% |
 |
CELLNEX TELECOM S.A. | 4.3% |
|
IRON MOUNTAIN INC | 4.1% |
 |
SES | 3.9% |
|
IRIDIUM COMMUNICATIONS INC. | 3.5% |
|
AMERICAN TOWER CORP-CL A | 3.2% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | 2.9% |
|
DIGITAL REALTY TRUST INC | 2.7% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.3% |
 |
CHINA TOWER CORP. LTD. CLASS H | 1.0% |
SRVR Underweight Relative to DTCR
|
APPLIED BLOCKCHAIN INC | -5.4% |
|
CROWN CASTLE INTL CORP | -4.4% |
|
INTEL CORP | -2.1% |
|
ADVANCED MICRO DEVICES | -2.1% |
|
BROADCOM INC. | -2.1% |
|
NVIDIA CORP | -2.1% |
|
MARVELL TECHNOLOGY, INC. | -2.0% |
|
MICRON TECHNOLOGY INC | -1.9% |
 |
WINBOND ELECTRONICS CORP | -1.9% |
|
MICROCHIP TECHNOLOGY INC | -1.9% |