Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
12
Number of overlapping holdings
50.0%
% of 's holdings also in SRVR
54.5%
% of SRVR's 22 holdings also in
Overlap by Weight
Sector Drift ( minus SRVR)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 11.6% | 14.1% | 11.6% |
|
CROWN CASTLE INTL CORP | 10.7% | 14.5% | 10.7% |
|
AMERICAN TOWER CORP-CL A | 10.4% | 14.2% | 10.4% |
|
DIGITAL REALTY TRUST INC | 9.5% | 4.7% | 4.7% |
 |
CHINA TOWER CORP. LTD. CLASS H | 5.1% | 4.6% | 4.6% |
Position Highlights (Non-Overlapping Exposures)
Overweight Relative to SRVR
|
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% |
Underweight Relative to SRVR
 |
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% |