Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
54.5%
% of SRVR's 22 holdings also in
50.0%
% of 's holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus )
Overlapping Holdings
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| Company | Weight in SRVR |
Weight in |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 14.1% | 11.6% | 11.6% |
|
CROWN CASTLE INTL CORP | 14.5% | 10.7% | 10.7% |
|
AMERICAN TOWER CORP-CL A | 14.2% | 10.4% | 10.4% |
|
DIGITAL REALTY TRUST INC | 4.7% | 9.5% | 4.7% |
 |
CHINA TOWER CORP. LTD. CLASS H | 4.6% | 5.1% | 4.6% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 4.8% |
|
IRON MOUNTAIN INC | 4.8% |
|
IRIDIUM COMMUNICATIONS INC. | 4.6% |
 |
CELLNEX TELECOM S.A. | 4.4% |
|
AMERICAN TOWER CORP-CL A | 3.8% |
|
CROWN CASTLE INTL CORP | 3.8% |
 |
SES | 3.3% |
 |
CHORUS LTD | 2.6% |
|
EQUINIX INC | 2.5% |
 |
PT TOWER BERSAMA INFRASTRUCTURE TBK | 0.9% |
SRVR Underweight Relative to
|
DIGITAL REALTY TRUST INC | -4.8% |
|
SUPER MICRO COMPUTER, INC. | -4.4% |
|
NVIDIA CORP | -2.9% |
|
MICRON TECHNOLOGY INC | -2.7% |
 |
SILICON MOTION TECHNOL-ADR | -2.4% |
|
ADVANCED MICRO DEVICES | -2.1% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -2.1% |
|
MICROCHIP TECHNOLOGY INC | -2.0% |
|
WINBOND ELECTRONICS CORP | -1.9% |
 |
KEPPEL DC REIT | -1.7% |