Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
WCBR
32
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 | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 6.2% | 5.3% | 5.3% |
|
DATADOG INC CLASS A | 4.7% | 5.5% | 4.7% |
|
CLOUDFLARE INC CLASS A | 4.4% | 4.3% | 4.3% |
|
QUALYS INC | 3.2% | 4.4% | 3.2% |
|
AKAMAI TECHNOLOGIES | 2.9% | 2.5% | 2.5% |
WCBR Overweight Relative to CLOU
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 6.5% |
|
RUBRIK INC-A | 5.0% |
|
OKTA, INC. CLASS A | 4.6% |
|
PALO ALTO NETWORKS INC | 4.4% |
|
NETSKOPE INC-CL A | 4.4% |
|
NETAPP INC | 4.4% |
|
FORTINET INC | 4.3% |
 |
TREND MICRO INC | 4.3% |
|
TENABLE HOLDINGS, INC. | 4.2% |
|
VARONIS SYSTEMS INC | 4.0% |
WCBR Underweight Relative to CLOU
|
SNOWFLAKE, INC. CLASS A | -6.5% |
|
PAYCOM SOFTWARE INC | -5.9% |
|
SERVICENOW INC | -4.9% |
|
TWILIO, INC. CLASS A | -4.8% |
|
WORKDAY INC-CLASS A | -4.7% |
|
SALESFORCE.COM INC | -3.8% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
DROPBOX, INC. CLASS A | -3.5% |
|
BOX, INC. CLASS A | -3.4% |
|
HUBSPOT INC | -3.3% |