Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
WCBR
25
HOLDINGS
26%
ALSO IN CLOU
CLOU
38
HOLDINGS
16%
ALSO IN WCBR
SECTOR DRIFT (WCBR minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in WCBR |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 6.6% | 6.4% | 6.4% |
|
CLOUDFLARE INC CLASS A | 4.0% | 4.1% | 4.0% |
|
ZSCALER, INC. | 4.2% | 3.6% | 3.6% |
|
AKAMAI TECHNOLOGIES | 3.4% | 4.6% | 3.4% |
|
QUALYS INC | 3.2% | 3.2% | 3.2% |
WCBR Overweight Relative to CLOU
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 7.8% |
|
FORTINET INC | 6.5% |
|
PALO ALTO NETWORKS INC | 6.4% |
|
OKTA, INC. CLASS A | 5.7% |
|
TENABLE HOLDINGS, INC. | 5.0% |
|
RUBRIK INC-A | 4.9% |
|
COMMVAULT SYSTEMS INC | 4.6% |
|
VARONIS SYSTEMS INC | 3.9% |
 |
TREND MICRO INC | 3.9% |
|
F5 NETWORKS INC | 3.9% |
WCBR Underweight Relative to CLOU
|
DIGITALOCEAN HOLDINGS, INC. | -6.8% |
|
SNOWFLAKE, INC. CLASS A | -6.4% |
|
TWILIO, INC. CLASS A | -4.8% |
|
SERVICENOW INC | -4.1% |
|
PAYCOM SOFTWARE INC | -3.7% |
|
WORKDAY INC-CLASS A | -3.6% |
|
DIGITAL REALTY TRUST INC | -3.5% |
 |
SHOPIFY, INC. CLASS A | -3.4% |
|
DROPBOX, INC. CLASS A | -3.4% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.4% |